Systems Audit

Find out what is making your backend harder to manage.

I review the systems, workflows, tools, and client processes behind your business so you can see what is working, what is creating extra work, and what needs attention first.

Book a Systems Audit

Investment: $497

Best for service-based business owners who know something needs to change but are not sure where to start.

Maria is amazing to work with. She can bridge the gap between business needs and processes to make a more efficient process that actually works for the business. She is able to do this with very little explanation of what the business is and needs.

Ashely Anderson

Reset Solutions Consulting

A Systems Audit is a good fit if:

Your backend feels harder to manage than it should.
Client setup still depends on memory or repeated manual work.
Your tools do not match the way your business actually runs.
Your team keeps asking what happens next.
Onboarding, follow-up, or project tracking feels inconsistent.
You want to delegate, but the process is not clear enough to hand off.
You know the business needs better systems but are not sure what to fix first.

You do not need another tool. You need a clearer view of how the current process is working.

What I Review

I look at the systems behind your client experience and day-to-day operations.

Client process
Onboarding and follow-up
Workflow and project tracking
Current tools and how they work together

Task ownership and team handoffs
File and information organization
Repeated manual steps
Documentation and automation opportunities

The goal is not to add more software. The goal is to identify what will make the business easier to run.

What you receive

You will receive a clear action plan based on how your business operates today.

• A review of what is already working

• The areas creating unnecessary work or confusion

• A prioritized list of what needs attention first

• Recommendations for what to simplify, organize, document, or automate

• Clear next steps for improving the backend

You will leave knowing what is working, what is unclear, and what should be cleaned up next.

How it works

Step 1

Tell me what feels unclear

Complete the intake form and share the systems, workflows, or client processes that feel manual, inconsistent, or difficult to manage.

Step 2

I review your backend

I look at how work moves through your business, how your tools support the process, and where unnecessary work or confusion is being created.

Step 3

Receive your action plan

You receive clear recommendations and a prioritized next step for improving the way your business operates.

A review before a rebuild

The Systems Audit is a strategic review, not a full backend rebuild.

It does not include setting up ClickUp, rebuilding Dubsado, reorganizing your entire Google Drive, or implementing new workflows.

If hands-on implementation is needed, the audit will help define the right scope for a Backend Reset.

Ready to see what needs attention first?

The Systems Audit gives you a clear place to start so you can improve the backend without guessing, adding another tool, or trying to rebuild everything at once.

Systems Audit | $497