systems Scan

60-Minute Workflow Audit for Small Business Owners

Ready for your brain to stop doing all the project management?

If your current “system” is post‑it notes, vibes, and hoping you remember that one thing later, it’s time for something less… combustible. The Systems Scan is your chance to get an ops brain in the room, poke at the chaos, and walk away with a plan that doesn’t require you to become a whole new person overnight. This is your 60 minute deep dive into what's actually going on inside your business systems. It's the 1:1 version of the framework you see in my trainings, and the starting point for figuring out what's working and what isn't.

Investment: $297

If you decide to move into a Key, Compass, or Terrarium package, your Systems Scan fee is credited toward your package.

If your brain is tired of running your business on post‑it notes, vibes, and pure memory, the Systems Scan is the first step to building something calmer and more sustainable.

What you get in a Systems Scan

Before the call

A detailed but doable questionnaire so I can get a 360° view of your business, what’s working, and what’s not—so we can jump straight into solutions, not small talk.

During the 60‑minute call

We dive into your real workflow headaches: where projects stall, what keeps getting dropped, and where your brain feels most overloaded.
Personalized recommendations to streamline how you work (because why take 10 steps to do something when 5 will do?).
Platform and tool suggestions that fit you: I'm systems‑agnostic, so you’re not getting one‑size‑fits‑all advice or a hard sell on a favorite app.

After the call

A short summary email with your top bottlenecks, the 2–3 changes that will make the biggest difference, and clear next steps so you’re not relying on memory.
My honest recommendation on whether you’re done for now or whether a Key, Compass, or Terrarium package would meaningfully move the needle—and if it would, which one.

Zero judgment. Just expert eyes on your systems, what you’re already doing well, and where your time and energy are quietly leaking.

LET'S DO THIS

Why get a Systems Scan instead of “just hiring someone to set up tools”?

If you were about to head to Upwork to “just set up ClickUp or Asana,” you’re not alone. A lot of owners end up with a pretty, color‑coded workspace that still doesn’t match how they actually work day to day.

In your Systems Scan, we do the opposite:

We start with how work really moves through your business.
We figure out what actually needs to be built, simplified, or retired.
Then, if new tools or builds make sense, you’ll know exactly what to ask for—whether you hire me for it or not.

Is the Systems Scan right for you?

This is for you if:

You’re a solo service provider or small team under 50.
You’re losing hours each week to admin, follow‑ups, or “where did that go?” moments.
You’ve tried new tools, templates, or “AI hacks” and still feel like everything lives in your head.
You want systems that match your brain, energy, and real life—not someone else’s idea of “efficiency.”

You do not need to have the “right” tools picked out before you book. That’s part of what we figure out together.

Book Systems Scan Now

What Happens AFTER the Systems Scan?

By the end of your call, you’ll have:

Clarity on where your biggest chaos is really coming from.
A short list of practical next steps you can implement immediately.
A clear sense of whether you’re done for now, or whether it makes sense to keep going with:
- Key – one focused area to fix.
- Compass – a whole‑business roadmap.
- Terrarium – hands‑on implementation.

There’s no pressure to choose a package on the spot. The Scan is valuable on its own—and if it turns out you’re better off taking the plan and running with it yourself, that’s a win.

Systems Scan

Before talking about packages, we start with a Systems Scan - a 60 minute audit and strategy call where we see what's actually going on without guessing.

In your Systems Scan, you get:

A short pre-call questionnaire so we can move fast
A 60 minute call where we trace what happens in your workflow from "new lead/employee" to "paid and done" to see what's breaking
Clear, prioritized recommendations you can use right away—whether you hire me or not
A follow-up email summarizing key decisions and next steps

If you decide to move into a Key, Compass, or Terrarium, your Systems Scan fee is credited toward your package.

BOOK NOW

$297

If your brain is screaming "yup, that's me," your next step is simple: book a Systems Scan. We'll untangle what's going on, pick your first moves, then decide together if Key, Compass, or Terrarium makes sense.

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