Business Systems & Automation Audit
Starting at $249
A practical review of your workflows, spreadsheets, follow-up steps, AI opportunities, and basic reporting setup.
You’ll get a clear fix list showing where your business can save time, reduce confusion, and make better decisions.
What I Review
Workflow & Automation
Repetitive tasks, manual handoffs, spreadsheet problems, and process gaps that are slowing your business down.
AI Opportunities
Practical ways AI can help with emails, summaries, SOPs, follow-up, organization, and daily admin work.
Reports & KPI Dashboards
The numbers you should be tracking, where the data lives, and how to turn it into simple reports or dashboards.
Intake & Follow-Up
The path from inquiry to response, follow-up, next step, and whether potential customers are falling through the cracks.
What You Get
A clear fix list with:
-
Top workflow bottlenecks
-
Automation opportunities
-
AI use cases
-
Reporting/dashboard recommendations
-
Customer intake/follow-up gaps
-
Top 5 recommended next steps
Optional Follow-Up Help
After the audit, I can also help you implement the recommendations.
The audit gives you the roadmap. Follow-up support helps you put the most useful fixes into action.
-
Practical AI Setup: Set up simple AI workflows for email drafts, SOPs, summaries, content, or internal processes.
-
Simple KPI Dashboard: Create a basic report or dashboard so you can see the numbers that matter.
-
Workflow Cleanup: Improve a messy manual process and make it easier to repeat, delegate, or automate.
Why SiteScope UX?
User experience (UX) is not just how a website looks. It’s how people experience your business through your forms, follow-up, workflows, reports, and systems.
Clear answers
Know what is working, what is confusing, and what needs attention first.
Cleaner workflows
Find manual steps, spreadsheet issues, and process gaps that are slowing things down.
Practical help
Get realistic recommendations you can actually use without adding unnecessary complexity.
Led by a CBAP-certified business analyst with 15+ years of experience helping teams turn messy data, manual processes, and confusing systems into clear action.
You don’t need another complicated tool or vague strategy session. You need someone who can understand the mess, explain what matters, and help you fix the things costing you time, clarity, and money.