Need help organizing your systems? Check out my new Systems Audit →

Systems Audit

Refine your tools. Save money. Get back to the work you love.
Get Started

Are your business systems helping you or making your life more difficult?

Do any of these feel familiar?

  • You're wasting money paying for tools you forgot about or don't know how to use
  • You're paying for too many tools that do the same thing
  • You know it's all a mess and want to fix it, but it feels overwhelming to even get started
  • You're confused and not fully utilizing what you do pay for
  • You have ideas for how to move to a new system, but the idea of moving to new systems feels daunting

What you need is a reset - time to review what's working, and make a plan for what's next. 

Your time, money, and creative energy deserve to be invested in a system that genuinely supports your purpose. With this powerful 90-minute session, we’ll cut through the clutter and set up a clear path to get you back to the work you love.

The Systems Audit is your opportunity to hit pause, take stock, and realign your processes with the work that truly drives you.

You might benefit from a Systems Audit if...

  • You want to get the most out of your tools and stop wasting money
  • You want to gain clarity on what tools and processes work for you
  • You want to make sure your system supports your work
  • You want to spend more time on what matters most to you
Alex is exceptional when it comes to creativity, systems and procedures. He delivered a creative and system for my life coaching business, integrating the platforms that I currently use along with some additional ones that bought ease and professionalism to the process.
Kerryn Bricknell
Women's Life Coach
It's great working with Alex, he is always looking ahead and finding ways to solve problems before they even come.
Corey Verdusco
Chief Creative Director & CEO @ Cre8ion Group
He’s organized and took our chaos and made it seamless. Alex is organized, positive, thoughtful, and excellent at what he does. Recommend 100%.
Gabe Knipp
Sr. Director Content and Buzz, YoungLife
He’s a rare organized creative, and makes for a great collaborative partner!
Kelli Robinson
Program Manager, Arrabon

How it Works

The Systems Audit begins with a focused 90-minute session designed to help you cut through the chaos, assess what’s working, and create a clear path forward. Through this session, we'll take a deeper look at your tools and processes.
 
We'll pinpoint what’s serving you and what’s not, ensuring your resources—time, money, and creative energy—are invested in systems that genuinely support your purpose. By the end, you’ll have a clear plan to get back to doing the work you love with a streamlined, efficient setup that works for you.

Book an available spot in my calendar by filling out a short form letting me know about your meaningful work, and choosing the day/time that's more convenient to you.

Hop on a 90-minute call with me where we'll talk through your values and goals, audit your existing tech stack, capture any pain points, and begin mapping out a new system ecosystem for your business. At the end of the call, you'll feel like you have a better grasp on the high-level plan of your systems.

After our session, you’ll receive a custom Systems Map for your business including a visual overview of how your system works, a strategy document with suggestions for next steps, and I'll create a loom video reviewing all of it in depth.

  • Strategy Document: A comprehensive outline of our findings and next steps.
  • Loom Video Walkthrough: A personalized video overview of your Strategy Document, so you can revisit insights anytime.
  • Custom Systems Map: A clear, visual layout of your system and steps to take action towards to support your ongoing goals.

Know and understand how your systems function together to free you up for your most meaningful work.

Having finished the strategy/review call, and having your new systems map, your systems audit will be complete! You're now ready and have a plan to get back to the work you love.

Book your session

Get back to the work you love

This Systems Audit is your entryway to more streamlined, impactful, and valuable systems. Book your audit today and see the power of an organized, values-driven approach.

Systems Audit

Start creating streamlined, impactful, and efficient systems to get back to your most meaningful work.
What's Included
  • 90-minute Strategy call
  • Strategy Document
  • Review Video
  • Systems Map
intro price
regularly $249
$ 149
one time
Get Started
intro pricing ends 12/31/24

Frequently Asked Questions

We'll review any tools or resources you currently use, including:

  • Website, domain, and other hosting platforms
  • Project management tools (Clickup, Milanote Notion, Asana, etc.)
  • File storage (Dropbox, Google, etc.)
  • Customer relationship management system (CRM)
  • Social media tools and design apps
  • Finance and payroll systems

When I say systems, I mean whatever organization or flow that keeps your business moving. This could be anything from financial planning to project management, booking and managing leads, all the way to your own personal systems and habits as a business owner. We'll take a look at what processes are currently in place and discuss ways they can be improved upon or simplified. 

Absolutely! I offer services for a variety of different businesses and individuals. Book a time on my calendar to discuss what else we can do to help you get back to the work you love. 

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