A focused 60–90 minute session where we audit your business backend together — your tools, your workflows, your gaps — and you walk away with a written action plan and a clear, prioritized list of exactly what to fix first.
"Most founders don't have a tools problem. They have a clarity problem. They can't see what's actually broken — so they keep adding to the pile."
If any of these sound familiar:
This isn't a discovery call where I ask questions and give generic advice. We go into your actual setup together and look at what's really happening.
After booking you'll receive a short questionnaire covering your current tools, workflows, and biggest pain points. I review it before we meet so we don't waste time on basics.
We go through your actual setup together — your pipelines, automations, forms, and workflows. I show you in real time what's working, what's broken, and what's missing.
Within 48 hours of our session you receive a written report with a prioritized action list — quick wins, longer builds, and a clear starting point. No vague advice. Specific next steps.
Both audits follow the same process and deliver the same result — a written action plan and a clear next step. The difference is what we're looking at.
Option 01
For founders already on GoHighLevel.
$197
One-time · 60–90 min session
A deep dive into your GoHighLevel account — pipelines, automations, workflows, forms, and everything in between. We look at what you've built, identify what's broken or missing, and build a prioritized plan to fix it.
What's included
Option 02
For founders on any tool stack.
$147
One-time · 60–90 min session
A tool-agnostic audit of your business backend — whatever CRM, email platform, and workflow tools you're currently using. We map what's happening, find the gaps, and build a clear ops plan. If GHL makes sense for you, I'll tell you. If it doesn't, I'll tell you that too.
What's included
Simple rule: if you're already using GoHighLevel — even if you're not using it well — book the GHL Clarity Audit. We'll go deeper into your specific setup than the general audit can.
If you're on a different CRM, email platform, or a combination of tools — or if you're not sure whether GHL is the right fit for you at all — book the Business Backend Audit. That's exactly what it's designed for.
Still not sure? Book the Backend Audit. We can always go deeper into GHL in a follow-up session if that's where things lead.
A short pre-audit form arrives in your inbox. Takes 10–15 minutes. Helps me review your setup before we meet so we use our time well.
60–90 minutes on a screen share. We look at your actual setup together. I ask questions, flag issues, and show you what I'm seeing in real time.
Within 48 hours you receive your written Clarity Report — a prioritized action list with specific recommendations for your setup.
Some clients implement everything themselves. Others move into done-with-you implementation. Either way — you leave with a clear plan and the confidence to act on it.
What an interesting and useful tool! Top finding — I'm actually on track with what I'm putting together. My #1 recommendation was exactly where I needed to focus: a smooth onboarding process.
— Lauren, Entrepreneur
Book your audit today. You'll walk away with more clarity on your backend than most founders get in a year of trial and error.