Your 10-Day Business Systems Audit
Your growth strategy, delivery systems,
and operations tell a story.
We'll show you where the money is leaking.
A full audit across growth, delivery, and ops from a team led by a 40-year software engineer. We find the friction in your current systems, fix what's broken immediately, and engineer the exact roadmap to scale your infrastructure. 10 days. Real fixes. Clear roadmap.
Let's Look Under Your Hood →Includes full audit + 5 hours of immediate fixes + 90-minute strategy session + your custom roadmap
We're Feel Good Work. We build the systems your business actually needs.
We're a small, high-performing team led by Lori Mercer Trimble, a software engineer with over 40 years of experience building digital systems. We've seen every era of tech evolution, from the early internet to today's AI tools. And we can tell you this with certainty:
We are living in the most exciting moment for business owners like you.
Here's what has shifted:
What used to take our team 10 weeks to deliver? We can now build it in a day.
We're not exaggerating. The combination of AI, modern platforms, and smart integrations means that systems that required $50K budgets and 3-month timelines can now be built in hours for a fraction of the cost.
But here's what it means for YOUR business...
When your business systems finally grow up.
Stop paying for tools you don’t need
Most businesses have 30-50% redundancy in their tech stack. You’ll know exactly what to keep and what to cut.
Get your data clean and organized
Clean data is what unlocks AI, automation, and actually useful reporting. This is your foundation.
Know where your next clients are coming from
Your lead capture, nurture sequences, and follow-up systems should be working while you sleep. We’ll show you what’s leaking.
Automations that flow beautifully
Your client experience becomes smooth. Onboarding, delivery, follow-up. It all just works.
Finally build that client portal you’ve dreamed about
What seemed impossible before? Now it’s a Tuesday afternoon project.
Be clear on your numbers
Real-time visibility into how your business is performing. Revenue, pipeline, client health. No more guessing or waiting for month-end reports.
See the gaps in your marketing engine
Offer packaging, content strategy, funnel performance. We audit the growth systems alongside the tech.
Position yourself for AI
The businesses that win in the next 3-5 years will be the ones with clean systems, solid infrastructure, and a strategy that ties it all together.
This is what “growing up your business systems” actually looks like.
And it starts with knowing where you really stand right now.
The gap is getting wider every single day.
The gap between businesses with solid systems across growth, delivery, and operations and those still cobbling it together?
It's accelerating.
Not because you're behind. You're not. But because the pace of change accelerated so dramatically that what was “fine for now” six months ago is now actively holding you back.
You're playing bigger. Your revenue has grown. Your audience has grown. Your ambitions have definitely grown.
But are your systems keeping up?
Because here's what we see all the time:
7 different places to login
(because the industry has been messy and everyone sold you their "one solution")
Disjointed data
(so you can’t see the full picture of your business)
Your team trying to duct-tape it together
(bless them, but this isn’t a team-level problem. This is systems architecture)
Paying for redundant tools
(because you’re not sure what you actually need)
Marketing systems that don’t connect to delivery
(so you can’t tell what’s working)
Growth ceiling
(your backend literally can’t handle where you want to go)
And here's the kicker: You can't take advantage of any of the new AI capabilities if your data is a mess, your systems are fragmented, and your growth strategy isn't connected to your operations.
The opportunity is massive. But only if your foundation is solid.
Let's talk about the “just have my team figure it out” trap.
We love your team. They're essential to your business.
But here's the thing: your team can't solve a systems architecture problem.
They can execute tasks. They can manage workflows. They can even learn new tools.
But they can't:
- •Design a tech ecosystem that scales with your business
- •Assess redundancy across multiple platforms
- •Understand integration architecture
- •Know what’s possible with today’s tech (because they’re not immersed in it daily)
- •Translate your business model into the right tech stack
- •See the gaps you don’t even know exist
- •Audit your marketing systems for leaks in the growth engine
This is systems-level thinking. It requires someone who understands software engineering AND business strategy AND marketing operations.
That's not a generalist skill set. That's a specialized team.
And that's exactly what you're getting here.
Your 10-day business systems audit.
This isn't a surface-level review. This is a full audit across growth, delivery, and operations from a team that's been building enterprise-level tech for four decades, but specializes in translating complex systems into lean, powerful solutions for businesses like yours.
Here's what happens:
We look at your entire business ecosystem. Every tool, every integration, every workflow, every growth channel. And we tell you:
- →What's actually broken (and costing you money)
- →What's redundant (and wasting your time)
- →What's missing (and blocking your growth)
- →What's ready for prime time (and should stay)
- →Where your marketing and sales systems are leaking revenue
- →How to connect your delivery systems to your growth engine
- →What you need to do to position yourself for AI (requires clean data first)
Plus, we don't just hand you a deck and disappear.
We fix what we can immediately (up to 5 hours of quick wins), and then we walk through everything together in a 90-minute strategy session where you can ask us anything.
Your complete diagnostic package.
Deep Dive Audit
- •Complete examination of your tech stack, marketing systems, and operational workflows
- •Website/CMS, CRM, email, automations, course/membership platforms
- •Growth systems: lead capture, nurture sequences, funnel performance
- •Redundancy analysis (what you’re paying for that you don’t need)
- •Gap analysis (what’s missing that’s holding you back)
- •Data health assessment for AI and automation readiness
Real-Time Support
- •10-14 days of Slack access (ask us anything as we dig in)
- •Direct access to a team led by a 40-year software engineer
- •No junior account managers or outsourced contractors
- •Real-time clarifying questions
- •Expert guidance throughout the process
Immediate Fixes
- •Up to 5 hours of implementation
- •We fix what’s quick and easy right now
- •You start feeling relief before we even meet
- •Quick wins implemented during the diagnostic
- •Immediate value before your strategy session
Your Custom Roadmap
- •Short-term wins (next 90 days)
- •Mid-term upgrades (3-6 months)
- •Long-term infrastructure (6-12 months)
- •Cost-saving recommendations
- •Platform recommendations for YOUR business model
- •Growth and marketing system recommendations
- •Team workflow optimization opportunities
90-Minute Strategy Session
- •We walk through everything together
- •You get to ask all your questions
- •We prioritize based on your goals and timeline
- •You leave with crystal-clear next steps
How this actually works.
Day 1: Assessment & Access
Complete a simple survey covering your business goals, current systems, and biggest opportunities. (Your Ops Manager or EA can handle the access provisioning. We’ll guide them on exactly what we need.)
Days 2-7: We Dig In
We’re in your systems, taking notes, testing workflows, mapping integrations, reviewing your growth channels. You’ll hear from us via Slack as we explore and ask clarifying questions.
Day 8: Initial Review
You get a preview of immediate fixes we can implement + a sneak peek at your roadmap themes.
Days 9-10: Quick Win Implementation
We spend up to 5 hours making those fast fixes. You start experiencing relief before your strategy session.
Day 10+: Your Roadmap Reveal
We hop on Zoom for 90 minutes. We walk you through your complete roadmap, discuss priorities, and you get to ask us anything. This is where translation happens. We explain everything in business terms, not engineer speak.
From there:
You can implement the roadmap with your internal team, or you can partner with us to build the infrastructure. (If we build it together, your diagnostic fee is fully credited toward the project.)
We don't just audit tech. We see the growth and ops gaps too.
As we audit your systems, something else becomes crystal clear: where your business is leaving money on the table.
Your tech reveals gaps in your growth engine and operations. Things like:
- •How you attract and convert new clients
- •How you onboard and deliver to them
- •How your team collaborates and makes decisions
- •How you track and measure what's actually working
- •Where your marketing systems disconnect from your delivery
These growth and operational gaps are often the real bottleneck. Your tech stack can be perfect, but if your offer packaging is off, your nurture sequence is broken, or your team processes have holes, you're still stuck.
What we WILL do is show you exactly where those gaps are costing you efficiency, clarity, or revenue across all three pillars: growth, delivery, and ops.
Interested in deeper, ongoing work? That's what the Fractional CMO / CTO / COO + Team engagement is for. When you aren't ready for your own full-time CMO or CTO but you still need that caliber of leadership and vision, paired with a team that just gets the work done for you.
Is this you?
This diagnostic is for you if...
- ✓You’re making $100K-$500K+ and your systems haven’t kept pace with your growth
- ✓You know something needs to change but you’re not sure what exactly
- ✓You’re tired of duct-tape solutions and ready for real infrastructure
- ✓You want to position yourself for AI and automation (but need your foundation solid first)
- ✓You’re making decisions about big investments (new CRM? New platform?) and want expert input
- ✓You suspect you’re wasting money on redundant or wrong-fit tools
- ✓Your marketing systems aren’t connected to your delivery systems
- ✓Your team is frustrated with clunky processes
- ✓You want to grow without adding complexity
This might not be right yet if...
- ×You’re brand new and haven’t launched your core offer yet
- ×You’re not ready to invest in fixing what’s broken (clarity without action won’t help you)
- ×You want someone to just "do it all" without your strategic input
- ×You’re looking for the cheapest option (this is a strategic investment, not a bargain hunt)
Investment
Two tiers based on business complexity. Both include the same core diagnostic process.
Individual
$2,500
- •Best for: $1M–$3M businesses with a lean team and a focused tech stack
- •Full systems audit across growth, delivery, and ops
- •Up to 5 hours of immediate fixes
- •90-minute strategy session via Zoom
- •Custom roadmap delivered
- •Timeline: 10 days
Enterprise
$5,000
- •Best for: $3M–$10M businesses with multiple departments, complex integrations, or a larger team
- •Everything in Individual, plus multi-department workflow mapping and team process analysis
- •Up to 10 hours of immediate fixes
- •90-minute strategy session + 30-minute follow-up
- •Custom roadmap delivered
- •Timeline: 14 days
Fully credited toward any engagement started within 60 days.
A working demo with every proposal.
Questions we hear a lot.
How is this different from hiring a marketing consultant or a tech consultant?
Most consultants see one piece. A marketing person looks at your funnels. A tech person looks at your stack. We look at the whole picture: how your growth systems, delivery systems, and operations connect (or don't). That's where the real money is hiding.
What if we want ongoing help after the diagnostic?
Your diagnostic fee is fully credited toward any engagement started within 60 days. Most clients move into either a build project or our Fractional CMO / CTO / COO + Team engagement, which starts at $5,000/month for strategy and $8,000+/month for strategy plus execution.
Do we need to give you access to everything?
The more we can see, the better the audit. But we'll guide you through exactly what access we need, and your team can handle most of the setup.
Ready to see where you really stand?
You're playing bigger now.
Your business has evolved.
Your systems need to catch up.
Let's look under the hood and build you a foundation worthy of your next chapter.
$2,500-5,000 investment · 10-14 days · Full audit + immediate fixes + 90-min strategy session
Want to talk it through first? → Schedule a 15-minute fit call
Feel Good Work
Led by Lori Mercer Trimble · 40+ Years Software Engineering & Systems Design
GoHighLevel Certified · Published Author · Speaker