Business Systems & Automation Audit
Starting at $249
A practical review of the manual processes, spreadsheets, follow-up steps, reporting gaps, and AI opportunities that are slowing your business down.
You’ll receive a written action plan with screenshots, clear recommendations, and the top fixes that can save time, reduce confusion, and improve visibility.
Where I Look for Problems
Manual Workflows
Repetitive tasks, handoffs, copy/paste work, duplicate entry, and messy processes that waste time.
Spreadsheets & Tracking
Important business information trapped in spreadsheets, email, notes, or disconnected tools.
AI & Automation Opportunities
Practical ways to use AI for summaries, drafts, SOPs, follow-up, organization, and repeatable admin work.
Reports & Dashboards
The key numbers you should be tracking and how to turn them into simple reports or dashboards.
What You Get
After the audit, you’ll receive:
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A written action plan
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A list of the biggest workflow bottlenecks
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Automation and AI opportunities ranked by usefulness
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Dashboard/reporting recommendations
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Screenshots or examples where helpful
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Your top 5 recommended next steps
Optional Follow-Up Services
After the audit, I can help implement the highest-value fixes.
AI Workflow Setup
Set up practical AI workflows for email drafts, summaries, SOPs, customer follow-up, internal documentation, or admin tasks.
Simple KPI Dashboard
Build a clear dashboard or report so you can track the numbers that matter most.
Spreadsheet Cleanup
Improve a messy spreadsheet so it is easier to use, validate, maintain, and report from.
Process Cleanup
Turn a confusing manual process into a clearer step-by-step workflow that can be repeated, delegated, or automated.
This fits you better than pure website UX.
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.