Choose a System Audit Package That Fits Your Needs
Get a clear picture of what is working, what is broken, and what needs to be fixed inside your CRM, email marketing, lead flow, and funnels. Select the audit tier that gives you the level of clarity and depth your business needs.
Trusted by 100+ businesses worldwide
Essential System
Audit
This audit gives you a clear, professional overview of what is happening inside your CRM or email system.
We review your setup to identify what is working, what is broken, and where the biggest risks or gaps are. You will leave with clarity on what needs attention and what can be left alone, without getting lost in technical detail.
This is a diagnostic audit, not a setup or implementation service.
What You Get
- Review of your CRM or email marketing system
- Identification of major gaps, broken flows, or inefficiencies
- High level review of lead flow or funnels where applicable
- A written system health summary
- Clear priority action items showing what needs attention first
- Top recommendations to improve performance and reduce friction
Best For
Business owners who want a professional system checkup and clear direction, but do not need a deep technical breakdown yet.
$249
Standard System
Audit
This audit goes deeper and is designed to fully diagnose how your systems are structured and how they are performing.
We review your CRM, email sequences, automations, and workflows in detail. Every key finding is documented so you can clearly see what needs improvement, what should be restructured, and what is already working well.
This tier gives you clarity plus a documented improvement plan you can act on.
What You Get
- Everything included in the Essential System Audit
- Full review of your CRM setup and structure
- Detailed audit of email sequences, automations, and workflows
- Review of funnels, lead flow, and data handling
- Screenshots and visual explanations of key issues
- A detailed written audit report
- A clear priority roadmap showing what to fix now versus later
Best For
Growing businesses that want a thorough system diagnosis, clear documentation, and a structured plan for improving their systems.
Growing businesses that want a thorough system diagnosis, clear documentation, and a structured plan for improving their systems.
$449
Advanced System Audit + Walkthrough Call
This is a comprehensive audit experience for businesses with complex systems or higher volume.
In addition to a full audit and detailed report, we walk you through every finding in a live session. We explain what each issue means, why it matters, and how to think about the next steps. This ensures you are not left trying to interpret the audit on your own.
What You Get:
- Everything included in the Standard System Audit
- Priority review and scheduling
- A live walkthrough call explaining all audit findings
- Clear explanation of risks, gaps, and improvement opportunities
- Personalized recommendations based on your workflows and goals
- Funnel and automation optimization suggestions
- Seven days of email support for follow up clarification questions
Businesses with layered systems, complex automation, or high lead volume who want full clarity and guided understanding before making implementation decisions.
$599
Each audit is carefully reviewed and prepared. We work with a limited number of businesses to maintain quality and depth.
| Features | Essential Audit | Standard Audit | Advanced Audit |
|---|---|---|---|
| Review of CRM or email system | ✓ | ✓ | ✓ |
| Identification of major gaps | ✓ | ✓ | ✓ |
| Summary report with action steps | ✓ | ✓ | ✓ |
| Funnel or lead flow review | ✓ | ✓ | ✓ |
| Detailed CRM setup review | — | ✓ | ✓ |
| Automation and email sequence review | — | ✓ | ✓ |
| Screenshots and visual breakdowns | — | ✓ | ✓ |
| Fix Now vs Fix Later priority list | — | ✓ | ✓ |
| Tool and workflow recommendations | — | ✓ | ✓ |
| Live walkthrough call | — | — | ✓ |
| Seven day support | — | — | ✓ |
Get a Full View of Your Systems
Uncover what’s working, what’s broken, and where your CRM and email marketing systems can perform better. Our audit helps you gain clarity, efficiency, and control all in one place.
