Ops & Digital Readiness Audit | Outsourcing & Automation Strategist
Business Audit

Ops & Digital Readiness Audit

If your business still runs on calls, walk-ins, Messenger/DMs, notebooks, spreadsheets, or manual follow-ups — this audit shows exactly what to outsource first, what to automate first, and what to digitize now vs. later.

Designed for non-digital or semi-digital businesses 60–90 minute audit call Includes a written 30-day action plan
Led by Jeralyn Siase — Outsourcing & Automation Strategist. This is a paid diagnostic designed to give you clarity fast.

Who this is for

This audit is built for businesses transitioning from manual/offline workflows — and want a clear, simple plan before spending on tech.

You’ll benefit if…

  • Leads are coming in, but follow-up is inconsistent
  • Booking/appointments happen manually and get missed
  • Customer inquiries sit in Messenger or group chats
  • Work is tracked in notebooks, memory, or scattered sheets
  • You want to grow without adding chaos or more stress

Common business types

  • Clinics, salons, wellness providers
  • Home services, repairs, local contractors
  • Retail shops and small local businesses
  • Coaches/consultants still doing manual follow-up
  • Any service business relying on calls + chats + walk-ins
Goal: Build your simplest “first system” for leads, bookings, and delivery — then scale from there.

What you’ll get

The audit is designed to give you clarity and a practical plan you can execute — even if you have no CRM, no automations, and no formal SOPs yet.

Deliverables

  • Workflow map of your current lead-to-delivery process
  • Bottleneck diagnosis (handoffs, delays, missed follow-ups)
  • Outsourcing plan (what to delegate + role starter)
  • Automation plan (first 3 workflows to automate)
  • Tool recommendations (minimal stack, phased)
  • 30-day action plan with priorities and owners

What we typically fix first

  • Lead capture & inquiry intake (form/chat/call tracking)
  • Follow-up system (reminders, responses, missed call text-back)
  • Booking/appointment flow (confirmations, reschedules, no-shows)
  • Simple pipeline visibility (what’s pending, booked, done)
  • Handoffs between staff (who owns what, when)
This is not a “buy a bunch of tools” plan. It’s a “build the simplest system that works” plan.

How it works

Simple, focused, and designed to produce a clear next step.

Step 1 — Book

Book the audit and complete a short pre-audit form so I can review your current workflow before our call.

Step 2 — Audit Call

60–90 minutes. We map your current process, identify bottlenecks, and prioritize what to outsource and automate first.

Step 3 — Action Plan

You receive a written 30-day action plan with clear priorities, recommended roles, and the first workflows to digitize.

Step 4 — Optional Build

If you want help implementing, we scope a build sprint or retainer based on the audit findings.

FAQ

A few answers before you book.

Yes. This audit is designed for businesses that rely on calls, walk-ins, Messenger/DMs, notebooks, and manual tracking. We’ll identify what to delegate first, what to automate first, and what to digitize now vs. later — without overwhelming your team.
No. If you have tools, we’ll work with what you have. If you don’t, we’ll recommend a minimal stack only when it’s necessary, and we’ll phase it so you’re not paying for software you’re not ready to use.
Pre-review of your current workflow, a 60–90 minute audit call, and a written 30-day action plan outlining delegation opportunities, automation priorities, and the simplest next steps to digitize your process.
No. This is a paid diagnostic designed to produce a clear plan. If you simply want a short direction-setting call, book the Strategy / Advisory Session instead.
We’ll scope an implementation sprint or retainer based on the audit findings. If it’s a fit, we’ll confirm scope, timeline, and ownership before anything starts.

Ready for a simple plan you can execute?

Book the Ops & Digital Readiness Audit and we’ll identify the fastest path to better follow-through, fewer missed opportunities, and a calmer way to run your business.

Book the Audit→

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