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Operations Audit Package

A business operations audit that shows you exactly what's slowing you down before you fix it.

An operations audit is the fastest way to find out what's actually slowing your business down. This defined-scope engagement closes the gap between what you see as an owner and what's really happening on the ground. We uncover what's costing you time and money, then hand you a findings and recommendations report you can act on, with or without us.

Schedule a discovery call → See what's included
What it is

A structured, outside look at how your business actually runs — not how you think it runs.

During the engagement, we interview your team, shadow your operating rhythm, and map where time, money, and clarity are being lost. From there, you get a written findings and recommendations report, plus a set of templates and resources to help you close the gaps. Because this is a diagnostic engagement, we identify and prescribe — you execute. We're not the implementation partner here (that's what the Growth Partner Retainer is for, if you want one).

Scope

Clear boundaries, set up front.

What's included 4 Phases
  • ✓ Full operating review — leadership, team, process, systems
  • ✓ Structured interviews across your leadership and key staff
  • ✓ A written findings & recommendations report
  • ✓ Templates and resources to help you close priority gaps
  • ✓ A live findings presentation to you and your team
What's not included Potential Add-Ons
  • — Hands-on implementation of the recommendations
  • — Ongoing operating leadership or team management
  • — Hiring, recruiting, or staffing execution
  • — A guarantee of specific financial outcomes
You leave with a clear plan. Whether you execute it yourself or bring us in for ongoing support is entirely up to you.
The process

A structured path, four phases.

Phase 1
Discovery
We interview leadership and key staff, review existing documentation, and map the current operating model end to end.
Phase 2
Deep-dive
We go department by department — roles, workflows, decision points, and systems — to identify where things break down or bottleneck.
Phase 3
Analysis
Findings are prioritized by impact and effort, and translated into specific, actionable recommendations — with templates where they help.
Phase 4
Report & presentation
You receive the full written report and we walk your leadership team through it live — clear next steps, in plain language.
Who it's for

Built for founders who need clarity before committing to more.

Revenue
Roughly $700K–$2M+ — past the startup stage, before things are systemized.
You feel
Busy but unclear whether the busyness is actually productive.
You want
An honest, outside diagnosis before spending on a bigger fix.
Audit vs. Retainer
Why start with an audit?

Get the diagnosis before you buy the treatment.

Jumping straight into an ongoing retainer without knowing exactly what's broken means paying to find out. The audit gives you that clarity first — a defined engagement and a fixed scope, so you know precisely what you're solving before considering an ongoing partnership.

"Diagnose first. Then decide how much help you actually need."
Four-phase engagement · fixed scope

Ready to see what's really running your business?

A 30-minute discovery call to confirm fit and scope the Operations Audit to your business.

Schedule a discovery call →
Amanda Thomas, CEPA® · Tempe, AZ