The Business Audit™
An intensive to unpack, assess, and optimize the way your business runs - so you can grow without everything depending on you.
Your business could be working better.
Most business owners don’t realize how much time, energy, and money they lose to messy operations and outdated ways of working.
You feel it, though.
You’re the only one who truly knows how things get done.
You spend hours every week filling the gaps your systems can’t handle.
You can’t step away - because everything lives in your head and goes through you.
Imagine if you had:
15 fewer hours of busywork per week
A clearer team plan for the next hire
2+ streamlined client workflows ready to delegate
A refined tech stack that actually saves money
You want to scale. You want to lead. You want your business to run smoothly without requiring your constant oversight.
But you can’t build a sustainable, scalable business on a foundation you can’t even see.
That’s Why You Need a Reset.
This Isn’t a Brainstorming Session.
This is a strategic, done-with-you audit of your entire backend.
You’ll work with an expert who will dissect how your business actually runs - so you can uncover the bottlenecks, inefficiencies, and hidden time drains holding you back.
Then, you’ll walk away with a clear, simplified path forward built to scale with less stress and more intention.
What Exactly Happens
We’ll:
✓ Get everything out of your head - from offers to workflows to the hidden decisions you make daily
✓ Walk through how your business actually runs so we can spot what’s slowing you down or creating confusion
✓ Audit your operations: how time is spent, how work gets done, and how your tools and systems are supporting (or hindering) growth
✓ Identify inefficiencies, bottlenecks, and handoff points that need strengthening - so you can lead more and manage less
✓ Receive expert insight to simplify, streamline, and sharpen how your business runs
✓ Leave with a strategic roadmap and full operational clarity - so you know exactly what to fix, shift, or delegate next
The Pillars We’ll Clarify and Streamline
Over the course of our work together, we’ll dig into each of these core pillars - so you can see your business clearly, make confident decisions, and create a simpler path forward.
Pillar 1: Vision & Values
Define the bigger picture that guides every decision.
We’ll clarify your vision, values, and long-term goals - so you can make intentional choices, strategically align your operations, and ensure every part of your business is working toward the future you actually want.
Pillar 2: Offers & Client Delivery
Elevate how you serve and simplify how you deliver.
We’ll deconstruct your offers and fulfillment workflows to reduce complexity, save time, and design a client experience that feels polished, professional, and effortless to maintain as you scale.
Pillar 3: Team, Delegation & Operations
Create clarity, ownership, and a foundation for growth.
We’ll map exactly who owns what (today and in the future), uncover where you’re still the bottleneck, and build a plan to delegate confidently - so your business can thrive without relying on you to hold everything together.
Pillar 4: Time, Energy & Leadership
Redefine how you show up as the leader.
We’ll analyze where your time and energy are leaking into reactivity, clarify what only you can do, and reimagine your role - so you can focus on high-impact work and lead in a way that feels sustainable.
Pillar 5: Systems & Structure
Streamline the tools and processes that run your business.
We’ll audit your tech stack, workflows, and documentation - identifying exactly what needs to be automated, simplified, or strengthened to create a seamless, scalable operational backbone.
What You’ll Walk Away With
A full breakdown of how your business runs
Every process, workflow, and hidden step gets pulled out of your head and mapped - so you can finally see how things work (or don’t).
Most clients gain 10–15 hours a week simply by identifying what no longer needs their input.
Expert Recommendations to Streamline + Strengthen
Clear, strategic advice on what to fix, cut, or delegate - so you’re not guessing.
Expect at least 3–5 immediate changes that reduce friction, improve delivery, or create new capacity.
Clarity on Delegation
Mapped workflows and defined responsibilities so your team knows what to own (or so you can confidently hire). Clients typically reassign 20–40% of their tasks after this audit.
A Prioritized Plan of Action
Know what to implement now vs. later, with a step-by-step roadmap built for momentum.
Instead of spinning wheels, you’ll move forward with clarity - and stop defaulting to band-aid fixes.
A Leadership Role That Matches Your Vision
Refocus your time and energy toward what only you can do.
Walk away knowing how to reclaim 5–10 hours/week from your plate without lowering quality.
A Smarter Foundation for Scaling
Tools, systems, and structures aligned with your actual goals - not random tech.
No more bloated tools or overcomplicated processes - just lean, strategic infrastructure.
Who This Is For
The Business Audit™ is built for service-based founders, agency owners, and CEOs who are ready for growth - but know something has to shift first.
You’re the glue - but it’s costing you 10+ hours a week.
You want to scale - but you’re stuck firefighting and filling gaps.
You have systems - but they’re not saving you time, simplifying your work, or doing the heavy lifting.
You want outside eyes - so you can stop second-guessing and start leading with confidence.
Frequently Asked Questions
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Plan for about 2 hours of live working time each week, plus another 1–2 hours for reflection or light prep.
This isn’t busywork - it’s strategic time spent making your business run better, faster, and more aligned with your goals.
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Not during the audit.
This is a strategic engagement, not implementation. You’ll leave with clear decisions about what to change, how to simplify, and where to focus.
If you want help putting those decisions into action, I’ll point you toward trusted options for implementation support or craft a custom proposal.
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That’s not a problem - most businesses don’t.
Through our sessions, you’ll naturally clarify how your business runs, and we’ll map out optimized processes that make it easy to document and delegate.
Even if nothing is written down, you’re already doing the work - I’ll help you organize it in a way that finally makes sense.
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Yes.
You’ll receive a clear strategic plan, but the real value is that you’ll understand what needs to shift and why.
Whether you choose to implement with my team or take it in-house, you’ll move forward with expert-backed clarity - not just another to-do list.
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If you’re scaling - or trying to - and things still feel clunky, scattered, or team-dependent, then yes.
You’re not just getting an audit; you’re getting an expert’s perspective on how to make your business run more smoothly, with fewer bottlenecks and clearer structure.
Even good systems get better with outside insight.
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This audit is ideal for service-based businesses - agencies, consultants, and small teams - who are scaling or preparing to.
If you’re wearing too many hats, relying on memory over systems, or leading a growing team without structure, this is built for you.
It’s especially valuable if you’ve outgrown your current way of operating and need clarity to evolve.
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Yes - and that’s part of the goal.
You’ll gain visibility into where your time and energy are best spent, what you can offload, and how to lead with strategy instead of scrambling.
You’ll walk away with mental clarity, operational structure, and the confidence to grow without burnout.
This Is NOT
✘ A templated course with generic advice
✘ A surface-level strategy session
✘ A one-size-fits-all framework that doesn’t account for your actual business
But it IS
✓ A hands-on audit with an expert who sees what you can’t
✓ Custom, strategic guidance built around your business model
✓ Real clarity on what’s working, what’s wasting time, and what to do next
✓ A clear, simplified path forward - built to support the way you actually want to lead
You’ve done the hard work of building.
Now it’s time to streamline what you’ve built - and create space for smarter growth, smoother operations, and a clearer path forward.
The Business Audit™ isn’t a course, a checklist, or a band-aid.
It’s a strategic deep dive into your business with an expert who can see the patterns, connect the dots, and help you finally get out of the weeds.
Let’s get everything out of your head - and into an operational structure that actually works.
Ready to Run a Smarter, Simpler Business?
"Working with Koi was an absolute game changer for my business. Our operations were cluttered and inefficient, but they helped us create a tailored system that made collaboration seamless and effortless. Everything is now organized, clear, and so much easier to manage. Their attention to detail and hands-on approach made all the difference."
— Christian Reyes
"Your business won’t grow the way you want it to without the right systems and support - and that's exactly what Koi brings. The more successful we become, the more essential their strategic guidance is. I’m excited to continue working with them as we scale."
— Kelsey Schaefer
"They truly cared about setting me and my business up for success. They were patient, thoughtful, and helped turn my vision into something real and sustainable. I’m excited to keep building on the strong foundation we now have in place."
— Mikaela V.