The problem
Operations grow organically. Tools pile up. Responsibilities blur. The owner becomes the safety net when things break.
Business Snapshot & Clarity Audit
Stop guessing what to fix.
The Business Snapshot is a focused assessment that shows how work actually flows through your business — where it breaks down, why the owner gets pulled back in, and what to fix next.
Designed for owner-led service businesses that feel busy, inconsistent, or overly dependent on the owner.
What the Snapshot solves
Most businesses don’t lack effort — they lack visibility and prioritization.
The approach
We map reality — how work enters, moves, and completes — then identify where breakdowns, rework, and dependency originate.
The outcome
Clear priorities, cleaner handoffs, fewer fires, and a grounded plan for the next 30–60 days.
Deliverables
What you’ll receive
Concise, decision-ready outputs — not a bloated report.
Before
- Short intake questionnaire
- Review of your website and local visibility basics
- High-level overview of tools, roles, and workflows
Working session
- 60–90 minute live working session
- Map how work actually flows today
- Surface handoff failures and owner pull-back points
After
- Written summary in plain language
- Top 3–5 priorities ranked by impact
- 30–60 day action plan with clear sequencing
Optional next step
- Time-boxed Tune-Up for implementation support
- No obligation — the Snapshot stands on its own
How this fits into a larger engagement
The Snapshot is the front door — not a sales trap.
Many clients use the Snapshot to realign internally and implement changes on their own.
Others choose a short Tune-Up or light ongoing support to stabilize execution. You decide after you see the priorities.
Request a Business Snapshot
Email is the easiest way to start. I’ll reply with next steps and a short intake so we can schedule the working session.
Include your business name, team size, and what feels hardest right now.