Systems + Tools Audit for Online Businesses

📌 Limited Beta Test Offer – Get one of the first 3 spots for just $97 (regular price $147)

Beta spots remaining: 2!

✨  Get the answers you need.  ✨

Riding the hot mess express with your systems and tech? 🚂🔥 Let’s pull the brakes on the chaos and get you running like a well-oiled machine.

What’s Included?

This audit is a deep dive into your current systems, tech stack, and workflows. I’ll help you cut through the clutter and optimize your processes for maximum efficiency.

💡 In-Depth Systems Audit

Submit 1 - 3 videos (up to 30 minutes total) showcasing your current setup. Walk me through what’s working, what’s frustrating, and where you feel stuck. I’ll analyze your workflows, tools, and bottlenecks to find solutions that save you time and effort.

🔧 Detailed Optimization Plan

You’ll receive a step-by-step action plan outlining exactly how to simplify, streamline, and even cut costs if possible. I’ll provide specific tool recommendations and practical improvements tailored to your business needs.

⏳ Fast, Focused Results

No waiting around for months—your audit results arrive within one week so you can start implementing changes immediately.

❌ No Passwords Needed

Just record your screen and walk me through your biggest pain points—no login sharing required.

🛡️ NDA Available Upon Request

If you have sensitive information, I can provide a Non-Disclosure Agreement for your peace of mind.

How It Works

1. Purchase the Systems & Tools Audit.
2. Receive instructions to fill out a form and submit your video(s) within 3 weeks (simple screen recording, no fancy editing needed!).
3. Get your results! You'll receive a custom report with actionable steps to fix inefficiencies and optimize your systems.

Who This Is For

• Small business owners overwhelmed by messy, disorganized tech.
• Coaches, course creators, and membership owners frustrated with clunky processes and unnecessary manual tasks.
• Podcasters, bloggers, and content creators struggling to keep their workflows efficient and organized.
• Service providers and freelancers who need smoother workflows to manage clients and projects effectively.
• Online entrepreneurs who want optimized, automated, and stress-free business operations.

❌ Not a Good Fit If...

• You run a brick-and-mortar business with no online operations.
• You need help solving a specific tech problem or custom coding.
• You need help with highly niche-specific tools that aren’t commonly used in online businesses.

Example: If you're looking for guidance on setting up a restaurant POS system or configuring a custom medical records database, this audit isn't the right fit for you.

Tools I Commonly Work With

🎓 Online Course Platforms — Teachable, Thinkific, Podia, LearnDash, Kajabi, MemberVault

📢 Marketing, Sales & Lead Generation — ActiveCampaign, Kit, MailerLite, Flodesk, ConvertBox, ThriveCart, Shopify, SamCart, Deadline Funnel

👥  Membership Sites — MemberPress, Wishlist, AccessAlly

📂 Project & Operations Management — Asana, ClickUp, Notion, Trello, HoneyBook, Dubsado, Calendly, LastPass, Teamwork, Basecamp

🌐 Website, Content & Media Management — WordPress, Astra, Elementor, Divi, BeaverBuider, ShowIt, Vimeo, Loom, Canva, Fathom Analytics

📦 Organization & Storage — Google Sheets, Google Docs, Google Drive, Airtable, Dropbox

🚫 Tools I Don’t Work With

• Google Analytics – It's overcomplicated for most business owners.
• MailChimp – By far, my least favorite email marketing tool.
• Zapier – It's expensive and tends to break when you most need it.

Frequently Asked Questions

Q: Do you review financial or legal systems?

A: No, I do not audit financial or legal systems. If you need help with those areas, I recommend consulting a professional.

Q: How do I record my video(s)?

A: You can use screen-recording tools like Loom, Vimeo, ScreenPal, Zoom, or QuickTime. You will need to know how to record your screen in order to complete this audit.

Q: How will I receive my audit results?

A: You’ll receive a customized Google Doc report with actionable steps outlining recommended improvements within 1 week of submitting your video(s).

Q: Do I need to share passwords or grant access?

A: Nope! Just record your screen and talk me through your processes—no login sharing is required.

Q: What if I have sensitive information?

A: I offer an NDA upon request so you can feel secure sharing your workflow.

Q: Are you actually an engineer?

A: Yup! True story. I have a degree in civil engineering and worked for a government agency until I gave it all up for my online business.

Q: Can I get a refund?

A: Because of the time and effort that goes into reviewing your systems and delivering personalized recommendations, all sales are final. I’m confident you’ll receive valuable insights, but if you’re unsure whether this audit is right for you, feel free to reach out with any questions before purchasing.

Email me at becky@theorganizedceo.com to ask questions before purchasing.