A deeper audit focused on customer journey, lead flow, follow-up, onboarding, and operational friction. Best for:Businesses that are getting leads or clients but have inconsistent follow-up, messy onboarding, or backend friction that is slowing growth. What’s included: review of lead flow and customer journey review of forms, booking, onboarding, and follow-up review of current tools and systems identification of bottlenecks and missed opportunities written action plan prioritized recommendations Client provides: intake form website and social links forms or booking links screenshots or Loom walkthroughs of current process tool list short summary of current pain points and goals Delivered remotely via: submitted materials screenshots or Loom walkthroughs written action plan Important note:This audit is designed to diagnose process and system friction. It does not include implementation, automation setup, copywriting, or ongoing consulting.
