The clarity & reset session
a one time systems audit
What’s inlcuded
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Diagnose → Clarify → Prioritize
Understand where you are vs where you want to be
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1.5-2 hour deep dive consultation (tools, workflows, bottlenecks, and habits)
Systems audit & mapped-out recommendations
Written report highlighting priorities, suggested tools, and flow improvements
Actionable roadmap with next steps you can DIY or delegate
Bonus: A 7-Day Jumpstart Implementation Checklist- Here’s how to tackle the first 7 days!
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Business & personal goals, capacity, & priorities
SWOT analysis (Strength, Weaknesses, Opportunities, & Threats)
Tech stack & subscription review
Internal systems: file/email hygiene, team growth, team communication, delegation, project management
External systems: client journey (inquiry → onboarding → execution → offboarding)
Founder capacity & lifestyle balance (optional with time remaining): (time management, delegation, ‘vacation mode’ workflows, productivity, work/life balance)
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Small business owners who want clarity before investing in systems setup
Creatives ready to clean up backend chaos but unsure where to start
Leaders who want need an extra set of eyes and a plan they can implement on their own time
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$500
(credit can be applied toward a Revamp if booked within 30 days)
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Audit report delivered within 1 week of consultation