60 minutes • Remote • Practical deliverables • No fluff

Quantified Operational Efficiency Score

Systems Health Check
Tech, Data, Compliance

Gap + Risk Analysis of weak points and dependencies

Tailored Action Plan with 3–5 high-impact recommendations
Our 1-Hour Business Systems Audit gives you a clear snapshot of your company’s operational health - highlighting where your systems excel and where efficiency, automation, or control can improve.
Growing teams feeling “busy but not progressing”
Ops/finance leaders who need better visibility and control
Businesses stuck with manual workarounds, scattered tools, or unclear ownership
Companies preparing for scale, hiring, audits, or new tech rollouts
Process flow & handoffs
Tool stack & automation opportunities
Data integrity & reporting
Controls, permissions, and compliance basics
Roles/ ownership and accountability
Bottlenecks, rework, and cycle time
Operational Efficiency Score (with benchmarks)
A quantified score plus visual benchmarks so you can compare “current state vs. target.”
Gap & Risk Analysis
Identifies weak points, single points of failure, handoff breakdowns, and tool/process dependencies.
Systems Health Check
Reviews technology, data flows, access/controls, and compliance readiness.
Tailored Action Plan (3–5 recommendations)
High-impact improvements prioritized by ROI, speed, and complexity.
Very little. After booking, you’ll complete a short intake (5 minutes) covering your core systems, tools, and current challenges.
If helpful, you may also share screenshots, process docs, or dashboards - but nothing formal is required. We focus on real workflows, not polished diagrams.
Yes. You’ll receive a clear, structured summary including:
Your Operational Efficiency Score with visual benchmarks
Key gaps and risks identified
Systems health findings
A tailored action plan with 3–5 prioritised recommendations
This is designed to be actionable, not a long report you’ll never revisit.
Only if it genuinely improves efficiency or control.
The audit is tool-agnostic - we evaluate whether your current stack is being used effectively first. If gaps exist, we may recommend specific tools or categories, but always tied to clear outcomes and ROI (not “shiny object” upgrades).
Yes - completely.
All information shared during the audit is treated as confidential and used solely for your assessment. We’re happy to sign an NDA if required before the session.
Anyone with visibility into day-to-day operations and decision-making.
Typically this includes a founder, COO, operations lead, finance lead, or systems owner. If responsibilities are split, up to 2–3 attendees is ideal to get a complete picture without slowing the session down.
Absolutely. Implementation support is optional.
If you want help executing the recommendations - process redesign, automation, controls, or system cleanup - we can scope a follow-on engagement based on your priorities, timeline, and internal capacity.
The 1-hour audit is designed to deliver clarity fast.
If deeper work is needed, we’ll flag it clearly and recommend next steps. You can extend with additional sessions or move into a deeper operational review - no pressure, and no surprise upsells.
We have answers (fingers crossed!) And will get back to you ASAP!
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