Navigating Life, Business, and Parenting with Conscious Intention & Intuition


πŸ” Hey Online Coaches, Change-makers, and Leaders!

Is your business running like a well-oiled machine, or are hidden inefficiencies costing you time and money?


My comprehensive Systems & Processes Audit helps you document existing business processes and workflows.


Here’s a glimpse of what I’ll cover:

βœ“ I’ll begin by going through your website like I'm brand new to your business

βœ“ Document business processes and workflows

βœ“ Map dependencies between different processes/team members

βœ“ Identify process owners

βœ“ Note manual vs automated processes

βœ“ Map the sign-up journey for your courses and track your automated messages

βœ“ I’ll look for consistency and breakdowns in your messaging, broken links, outdated content

βœ“ Identify mishaps in your newsletter, email campaign sequences

βœ“ Uncover workflow bottlenecks

βœ“ Map team dependencies

βœ“ Identify automation opportunities

βœ“ Review existing SOPs for completeness and clarity

βœ“ Identify missing SOPs for critical processes


πŸ’š I experience your business through fresh eyes, documenting touchpoints from customer acquisition to delivery. Stop losing revenue to broken processes.


Additional services available:

** Deep dive into your specific applications, for example, Podbean/your Youtube Channel/Sm Channels, Kajabi Funnels, etc.


** A deep dive into your Google Workspace digital organization:

βœ“ Google Drive hierarchy assessment

βœ“ File naming conventions review

βœ“ Folder structure optimization

βœ“ Access management evaluation

βœ“ Document categorization systems


πŸ‘‰ The average employee spends roughly 3.6 hours per week searching for files. I'll help you reclaim that time with smart organization strategies.


Ready to transform your digital workspace?


Ready to optimize your operations?


Contact me here.

My audits are personalized for your business!

We can discuss the process through email or over a complimentary 15-minute Zoom/Call.

I'll create a proposal/plan in alignment with your audit goals, bill upfront then complete the audit process.


Depending on the size of your company, audits can take 30-60 days.

After the completion of my audit, I will provide a full summary, implementation plan, and a follow-up 60-minute call.


Present Moments With Carol

Embracing our humanness, infusing our lives and businesses with intution, presence and fully embodied living during a time of great transition & awakening. I talk about Conscious Business, Life & Parenting. Sign up and receive my free guide to helping you stay more present in a world of electronics and notifications.