Starter Business Audit

How It Works

1. Complete a detailed questionnaire about your workflows and current tools
2. 1-hour discovery call to dive deeper into your business challenges
3. Comprehensive analysis focusing on tool upgrades, AI opportunities, and automation
4. Receive a professional PDF report with prioritized findings

What's Included

• Identification of 3+ upgrade opportunities (spreadsheets, tools, processes)
• Business tool and automation assessment
• AI opportunity analysis for your specific workflows
• Data organization and CRM needs assessment
• Quick-win automation recommendations you can implement immediately
• Tool recommendations with cost estimates (custom vs SaaS)
• ROI projections for each recommendation
• 30-minute follow-up Q&A call

Not Included

• Implementation of solutions (see Spreadsheet Heaven or Custom Management System)
• Custom development work