Revenue Leak & Systems Audit · SMBs & Nonprofits · Seattle

Your systems
are costing
you money.

Your team is burning hours. Here's how we fix it.

Grounded in 14+ years of enterprise data, reporting, and operational architecture (Power BI, SAP, Tableau, CRMs & Automation).

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Starting at $5,000 flat fee

Not ready for a call? Try the free Skill Gap Finder →

$500K+in inefficiencies identified for one client

14+ yrsenterprise data & systems experience

2 weeksfrom kickoff to final readout

5concrete deliverables, not a slide deck

The Diagnosis

The real problem
isn't your tools.

Here's what owners usually ask for, and what's actually going on underneath it.

What you think the problem is What's actually happening

We need a better CRM → Data lives in 4 different tools and none of them agree

We need to hire more people → Your team is doing manually what should be automated

We need to try AI → AI can't work when your inputs are a mess

We need a new dashboard → Your reports are built on broken logic

We just need more data → You have data. You just can't trust it.

"Everything feels messy, disconnected, and harder than it should be."

Every SMB owner I've talked to. You're not alone, and it's fixable.

The Engagement

What you get in 2 weeks

Not a slide deck. Not vague recommendations. Five tangible deliverables that show you exactly what's broken and exactly how to fix it.

Systems Map

A clear picture of how your business actually runs, not how you think it runs. Every tool, every data touchpoint, every handoff.

Full inventory of your tech stack and how it connects
Where data is created vs. where it should live
Visual map of workflows and integration gaps

Data & Reporting Reality Check

An honest assessment of your numbers: which reports can't be trusted, why, and what it's costing you.

Audit of existing reports and dashboards
Identification of data quality issues
What decisions are currently risky to make

🔑 The Closer

Revenue Leak Analysis

This is where it gets real. I find the specific places where time and money are disappearing, and I tie everything to dollars. Missed follow-ups. Slow lead response. Manual bottlenecks that shouldn't exist. Duplicate work nobody notices.

Estimated dollar value of identified inefficiencies
Priority ranked by impact and ease of fix
Before/after comparison of what's possible

AI Readiness Score

An honest answer to can we actually use AI right now? Most can't, not because AI is hard, but because the foundation isn't there.

Rated across 5 readiness dimensions
What would fail immediately if deployed today
What could work fast with minor fixes

30–60 Day Execution Plan

A sequenced action plan, not a 40-page strategy doc nobody reads. Exact fixes in priority order.

Prioritized fix list with implementation effort estimates
Automation opportunities mapped to your existing stack
Optional: where AI fits into your 60-day roadmap

The ROI Case

What bad systems actually cost

This isn't abstract. Bad systems are an ongoing tax on your business. Here's what I find in most audits.

💸

Missed follow-ups

Leads that came in but fell through gaps in your process. Revenue that was already yours.

⏱️

Manual work that should be automated

Staff time spent on data entry, copy-paste, and reporting that should run automatically.

📊

Decisions made on bad data

When your reports don't agree, someone's guessing. That has a cost.

🔁

Duplicate work across tools

The same information entered three different places by three different people.

🤖

Failed AI / automation attempts

Tools purchased, consultants hired, time invested, but no payoff because the foundation wasn't there.

The audit pays for itself with one leak.

In most cases, we find several. The $5,000 investment is the cost of clarity, not the cost of fixing everything.

The Process

How the 2 weeks work

No drawn-out engagements. No vague timelines. Here's exactly what happens.

Days 1–2

Kickoff & Discovery

We map your current tech stack, workflows, and goals. You share access to the tools and data.

Days 3–7

Systems Deep Dive

I audit your data flows, reporting, integrations, and workflows, looking for where things break and where the hidden costs are.

Days 8–12

Analysis & Synthesis

I quantify the leaks, build your AI Readiness Score, and create the prioritized plan. Everything tied to time or money.

Day 14

Readout & Handoff

We walk through all five deliverables together. You leave knowing what's happening, what it costs, and what to do.

Fit Check

Is this for you?

This works best for established teams that already have the tools and need them working together.

✓ You're a fit if...

→ You're a $1M+ SMB or nonprofit living with data you can't fully trust
→ Operations feel duct-taped together across 3 or 4 different software tools
→ Your team burns hours on manual reporting that should take minutes
→ You lack a dedicated internal data or systems integration team
→ You want to maximize the tools you already own before buying new ones
→ You need honest diagnostics and clarity before adding headcount or software

✕ Not the right fit if...

— You're pre-revenue or looking for a cheap $500 quick fix
— You want someone to blindly "set up a tool" without looking at the workflow
— You want an enterprise FAANG team or a 40-page slide deck nobody reads
— You're not ready for honest feedback on what's broken in your backend

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Investment

The audit is Step 1.
The retainer is Step 2.

STEP 1 · START HERE

Revenue Leak & Systems Audit

$5,000 flat

2 weeks · 5 deliverables · no surprises

Systems Map: full operational picture
Data & Reporting Reality Check
Revenue Leak Analysis (with dollar estimates)
AI Readiness Score across 5 dimensions
30–60 Day Execution Plan
Final readout call + 2 weeks of async follow-up

100% credited toward implementation or the Fractional COO retainer if you move forward with me on execution.

Book Your Audit →

Step 2 · Fractional COO / Embedded Role

$12,000 /mo

After the audit maps the fixes

Ongoing execution of your roadmap, with someone who already knows exactly where everything breaks.

Built on your audit findings
Your $5,000 audit fee credited in full

Ask about Step 2

Not sure it's the right fit? Start with a free 20-minute discovery call or try the free Skill Gap Finder.

Questions

What people ask

Don't see your question? Ask it on a free 20-minute call.

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What if you don't find anything significant?

I'll tell you that honestly. I'd rather deliver a "you're in better shape than most" report than manufacture problems that aren't there. But in 14+ years of working inside SMBs and enterprise ops, I've yet to find a business where everything was running cleanly. There's almost always more going on under the surface.

Do you also implement the fixes?

Yes, if you want me to. Most clients move into implementation with me, either as a scoped project or through the Fractional COO / embedded role ($12,000/mo), and the $5,000 audit fee is credited 100% toward it. Either way, you own the roadmap outright and can take it to any team.

What industries do you work with?

I work with $1M+ growing businesses and nonprofits across various industries. While their services differ, the operational headache is almost always the same: software that doesn't talk to each other, hours wasted on manual admin work, and reports leadership can't fully trust. Grounded in 14+ years of enterprise operations, data, and systems integration, I focus on fixing your backend foundation and optimizing the tools you already own, no matter what industry you're in.

Why $5,000? That feels like a lot.

Consider what bad systems are costing you right now. Staff time on manual work. Leads falling through cracks. Decisions made on bad data. AI investments that went nowhere. In most audits, we find inefficiencies worth 10–100x the engagement cost. The audit is the cheapest part of this equation.

How much of my team's time does this require?

I'll need access to your tools and a couple of hours from key people in week one (usually you and one or two ops/admin leads). After that, most of the work happens on my end. You get a status check mid-week, and then we do the final readout together at the end of week two.

Your systems are costing you money.