System Audit + Design

The System Audit + Design service is crafted for business owners who want to streamline their operations and optimize their software ecosystems.

This service is ideal for those who feel their current systems are clunky, inefficient, or no longer fit the way they want to work. We’ll conduct a thorough audit of your existing systems and processes, then design a tailored software setup that aligns with your goals and enhances your business’s efficiency.

How It Works

  • Audit & Assessment: We start by gathering detailed information about your business, including your current systems, processes, and goals. This comprehensive audit covers project management, file storage, client/vendor management, accounting, and HR/payroll systems.
  • Initial System Design: Based on the audit, we create a custom software ecosystem tailored to your needs, including software recommendations, cost comparisons, and a system map showing how everything connects.
  • Live Work Session: A two-hour collaborative session where we refine the system design, troubleshoot potential issues, and ensure the proposed setup aligns perfectly with your workflow.
  • Finalized Design & Implementation Plan: After the session, you'll receive a detailed plan for implementing the new system, along with priorities to guide you if you choose to self-implement.
  • Post-Session Support: Enjoy three weeks of unlimited asynchronous support to assist with questions, revisions, or implementation help

System Audit + Design

$5,000

Not ready to dive in just yet? Let’s chat to see if this service is right for you.
"This has been an AMAZING experience. I am so freaking thankful that I found Susan and had her do this. I feel completely empowered over my numbers for the first time in years, despite my obsession with Excel sheets and tracking numbers."
Pia Silva
No BS Business / Worstofall Design
"I feel so much smarter and better-prepared to lead my team into the next year equipped with the framework Susan set up for me.
Thank you thank you!"
Tamara Kemper
The Process Mavens
"I love how Susan just casually throws out an incredibly magical and efficient all-around perfect solution like it's nothin'"
Rachel Jordan
Teach FX
"Susan makes your life easier. Working with her is like working with a dream. She always seems to figure out how to do extremely complicated things with ease. If you have a chance to work with her DO IT. She is an absolute delight and your business will never be the same."
margo Aaron
That Seems Important / Brainstorm Road
"Now I feel crystal clear about where money is coming from, when, and why. I finally have a grip on this money thing. It's not only no longer scary — it's actually fun. Susan is the best in the biz — and for good reason. Dive first into this adventure, and watch the way you see your money transform. You'll be glad you did."
Hillary Weiss
Creative Director
"Susan offers data and solutions up the way they should be - so black and white, just really clean information, straight to the point, it's not candy-coated."
Chris Strompolos
Fanology Social

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