Operations Review

• Current workflow mapping for 1-2 core processes (e.g., lead-to-sale, order fulfillment, onboarding)
• Identification of manual/repetitive tasks that could be automated
• Team roles & responsibilities check (are tasks landing on the right people?)
• SOP/documentation gaps — what's not written down that should be

Tech Stack Assessment   

• Inventory of current tools/platforms in use (CRM, email, payments, scheduling, etc.)
• Redundant or underused tool identification (where they're paying for overlap)
• Integration check — are tools talking to each other, or is data being re-entered manually?
• Quick security/access review (who has admin access, outdated permissions)

Automation Opportunities

•  3-5 specific "quick win" automation recommendations (e.g., Zapier/Make triggers, email sequences)

• Estimated time/cost savings for top 2-3 recommendations

Financial/Data Hygiene

•  Basic check of invoicing, payment processing, and reconciliation flow

• Data organization spot-check (contact lists, customer records, reporting)

Deliverable   

• A short written report (2-4 pages) or Loom walkthrough with prioritized findings
• A simple action plan: what to fix first, what to fix next, what to leave alone

*Asessment only - implementation is not included in the audit

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