Engagement
Systems Audit
Find what is broken, unclear, or disconnected. A fixed-scope, fixed-fee diagnosis of the acquisition, follow-up, reporting, and operations layers. You get a system inventory, findings, a KPI baseline, a gap analysis, a target-state recommendation, and an implementation roadmap.
Fixed scope. Fixed fee. Two to four weeks.
Best for
When the audit makes sense
The audit is the right starting point when the business knows something is off, but the real leverage is not yet fully clear.
Identifying where leverage exists
Building the implementation roadmap
Outputs
What comes out of the audit
The output is meant to be operational, not theoretical. It should create the evidence and direction needed to make the next move cleanly.
System inventory
A working view of the current acquisition, follow-up, reporting, and operations stack.
Findings
A diagnosis of leaks, friction points, trust gaps, and system mismatches.
KPI baseline
The current performance picture that future improvements can be measured against.
Target-state recommendation
A clearer picture of how the system should be structured instead.
Implementation roadmap
A sequenced plan for what to build, what to fix, and what to control next.
Method
How the audit moves
The audit is still run through the broader Formulation Method, but it concentrates on the diagnosis and architecture layers.
01
Diagnose
Map the system, find the leaks, set the baseline.
02
Architect
Design the fix and the control points.
03
Decision point
At the end of the audit, the business should know whether to build, in what order, and under what control model.
What determines scope
Diagnosis before prescription.
This is where most engagements start. The audit defines the build.
Timeline
2-4 weeks
- Number of active systems and tools
- Volume of integrations and data flows
- Number of revenue channels
- Team size and role complexity
After you apply
From application to proposal in days, not weeks.
- 01
Apply
Submit a brief on what's broken and what you're trying to fix. Takes about five minutes.
- 02
Discovery call
A focused conversation to understand your systems, constraints, and goals. No pitch deck.
- 03
Scoped proposal
A written proposal with engagement structure, timeline, deliverables, and investment. Specific to your situation.
- 04
Decision
You review. You decide. No pressure, no follow-up sequence, no expiring discount.
Start here
Use the audit to clarify the system
If the main problem is still diagnosis, not production capacity, the audit is the correct first move.
Apply