Something is slowing the company down, and you can't say what yet.

In one to two weeks, the Ops Audit follows a lead through your CRM, billing, and spreadsheets until it becomes a renewal, and it ends with a written fix plan.

Get an Ops Audit Book 30 minutes
Where it starts

Which of these happened this month?

The board deck HubSpot and the board deck show two revenue numbers, and the hour before the meeting goes to choosing one. Data cleanup and integrations A vendor's deadline A vendor wants a signature by Friday, and what the tool has to do is still only in your head. The buy-or-build call The billing sheet Billing runs on a spreadsheet three people edit, and only one of them knows which tab is current. Internal tools
How it works

Discover, decide, deliver.

  1. 01 · Discover

    Ops Audit

    You get a map of how the work moves today, with every step marked where someone retypes data or waits on one person's answer.

  2. 02 · Decide

    The fix plan

    The written plan puts the fixes in order, and you can build it, hand it to someone else, or set it aside. If buying software beats building it, that's the recommendation you'll get, with what the tool has to do written down before the first demo.

  3. 03 · Deliver

    The build

    When the plan calls for a build, it's CRM and pipeline, Data cleanup and integrations, or Internal tools. If the plan is more than a founder can carry, the Operating Partner retainer takes it on month to month.

Proof

What a written account looks like

Client work · In progress

A security and systems audit.

An international food ingredients importer gets the evidence, the order of events proven from timestamps and server logs, what is suspected, what is still unknown, and what to do about it.

Next step

Where does work wait longest in your company?

Bring your best guess to a 30-minute call, and you'll leave knowing which process the audit would follow first.

Get an Ops Audit Book 30 minutes