The Systems Diagnostic is your no-pressure starting point when you know things need to shift, but you’re not sure how deep the overhaul needs to go. We start with a detailed walkthrough of your systems, delivery process, and decision-making flow, then map your next steps in a personalized roadmap that prioritizes clarity, quick wins, and sustainable structure.
It’s part audit, part planning session, and fully customized to your business. At the end of this session, you'll walk away with a clear roadmap and a specific next step. If the gap is execution, that's the Ops Overhaul Sprint or Fractional COO. If the gap is your systems themselves, that's a ClickUp build, starting with the Optimization Plan. Either way, you'll know exactly what to do next, and why.
Investment: $997
VALUE: $1,200 - $1,500
The Deep-Dive Window: 1.5 hours
The Systems Diagnostic
how it works
You leave with a custom report, your 30-day action plan, and a $200 credit toward a build or implementation if you're ready to make it real
the handoff
03.
In our 90-minute call, we walk through the findings together, where you're bloated, broken, or barely hanging on, and what to fix first.
the session
02.
Before we meet, I get access to your backend platforms and start mapping what's working, what's wobbly, and what's weighing you down across up to 4 tools.
the prep
01.
- Strategic deep dive call (90 minutes)
- Full systems walkthrough and audit
- Custom Blueprint Document outlining priorities, fixes, and opportunities
- Action roadmap with immediate next steps delivered within 5 business days
- 7-Day Post-Session Slack Support for questions or quick reviews
A strategic reset for CEOs who’ve outgrown their DIY operations.This isn’t your average audit - it’s the moment you finally get your business backend to match the level you’ve been operating at. If you’ve been growing fast and relying on what’s “worked so far,” this offer is for you. We’ll zoom out, evaluate what’s happening behind the scenes, and map out the next best moves based on your goals, team, and capacity. Think of it as your no-fluff operations reset—built for clarity, not complication.
What's included
Doreen Gonzalez
Brandy's strategic consulting and personalized resources have been invaluable in helping me scale my business and achieve my goals.
You’ll walk away with a custom roadmap and an action plan that won’t collect dust. Want help making it all happen? You’ll get $200 off the Sprint or custom build if you book within 30 days. No pressure - just perks.
Can I book just the audit and decide later if I want help?
While the audit focuses on analysis and planning, if something is on fire, we’ll definitely toss some water on it. But the audit is about setting a smarter strategy so the fixes stick. Implementation lives in the next tier - aka your Sprint or Build.
Will you fix things during the audit?
Nope. If you’ve got a small but mighty team, or even a few contractors, this audit gets everyone rowing in the same direction. (Bonus: It’ll also help you hire better down the line.)
Is this only for solopreneurs?
No problem! We map your audit findings in a ClickUp or PDF format, depending on where you are. This offer meets you where you’re at, not where you “should be.”
What if I don’t use ClickUp yet?
This is less about mapping your entire operations and more about diagnosing the current state. It’s a snapshot of what’s working, what’s missing, and what’s next.
What’s the difference between this and a full strategy session?
If you’re drowning in platforms, can’t tell what’s working, or feel like your “systems” are just a pile of sticky notes and crossed fingers - this is your moment. The audit helps you stop guessing and start streamlining with strategy, not just vibes.
How do I know if I need an audit?
