Stop Guessing, Start Scaling: The SOP Discovery Audit
Understand the gaps. Clarify the needs. Create Your roadmap.
You know something isn't working, but you're just not sure exactly where to start. This 90-minute session is designed to change that. We go deep into your workflows, surface the real friction points, and hand you a prioritized roadmap before you leave.
Format
90-minute virtual or in-person working session. Focused, structured, and tailored to your business — not a generic intake call.
Areas covered
Operations, Sales, or Accounting — or a cross-functional look across all three if that's where the friction lives.
This is for you if —
Your team is doing things differently every time and no one knows whose version is right
You're spending time fixing the same problems over and over
You know you need SOPs — but don't know where to begin building them
Work is falling through the cracks and you can't pinpoint where
You've grown fast and your systems haven't kept up
Month-end close, reporting, or handoffs keep taking longer than they should
What you'll walk away with —
Customized Action Brief
Your top 3–5 priority SOPs to build, ranked by impact and urgency. We’ll define exactly what needs to be documented so you can stop repeating yourself.
1
Tool & Workflow Recommendations
A clear-eyed look at what's serving you, what's not, and what adjustments would create the most immediate lift.
2
Follow-Up Summary
A written recap of everything we covered, sent after the session so nothing gets lost.
3
15-Minute Q&A
Time to ask anything — about next steps, implementation, or what a full engagement would look like.
4
"You keep the roadmap."
This isn't a sales call in disguise. It is a working session. For $250, you get the full Action Brief and Roadmap to keep.
BONUS - if you choose to have us handle the full build-out, your audit fee is credited toward your project total.
Ready to find the bottleneck?
Book your SOP Discovery Audit — 90 minutes to clarity.
Audit Fee Credit: The cost of your Discovery Audit is applied to any full SOP Build-Out or Implementation package signed within 30 days.
OTHER SERVICES
2–3 weeks · One core function
3–6 weeks · Tech stack optimization
Essentials · Pro · Premium
Let’s Work Together
If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.