Find what's broken before you fix the wrong thing.
Know exactly what to fix — and in what order.
Think of this as the diagnostic before the prescription. I step into your engine room, identify exactly where you’re hemorrhaging resources, and deliver a realistic roadmap to replace digital duct tape with scalable systems.
- Best for: Organizations that know something is broken but can’t pinpoint exactly where.
- Outcome: A clear, prioritized action plan with no jargon and no overwhelm.
One Conversation Can Change Everything
In a free, no-obligation 20-minute Discovery Call, we’ll identify your single biggest administrative bottleneck and map a clear path forward—at whatever scale and budget works for you.
* The first conversation is free, judgment-free, and I promise I’ve seen worse than your filing cabinet.
Frequently Asked Questions
How long does the Audit take?
About three to four weeks from our kickoff call to your findings walkthrough.
How much of my team’s time will it need?
A kickoff conversation, access to your current systems, and roughly an hour from key staff. I do the heavy lifting from there.
What do I actually walk away with?
A prioritized findings report in plain language, a ranked action roadmap telling you what to fix first, and a live walkthrough where we go through it together — the diagnostic before the prescription, not a 60-page document you’ll never open.
Is this right for a small organization?
Yes. The Audit is scaled to your size — a 3-person nonprofit gets the same clarity as a 30-person association.
Do I have to commit to more work afterward?
No. The roadmap is yours to act on however you like — in-house, with another provider, or with me. No obligation to continue.
Is it remote or on-site?
Either. I work with organizations remotely, and I’m happy to travel on-site to you for in-person work — whichever suits you.
What does it cost?
The Operations Audit starts at $2,500. You’ll get a fixed quote before any work begins — no surprises. Small organizations — those with annual revenue under $50,000 — qualify for special rates; just ask.