A careful read of your whole account: pipelines, workflows, triggers, calendars, tags and integrations. You get a written report, ordered by priority, that says what is broken, where it is, and what fixing it involves.
A fixed-price audit only works if every account is the same size. They are not. One business has a single pipeline and three workflows. Another has five sub-accounts, forty workflows, and integrations with Stripe, a website and a booking tool. Auditing the second one properly takes several times longer.
So an audit is quoted individually, after a short call. On that call I ask how big the account is, how many sub-accounts and workflows it has, and what is going wrong. Then I give you a price and a timeline before any work starts. There is no obligation, and the audit price is not a surprise.
What I will not do is charge a flat fee and then skim the account because the fee did not cover the work. If you want a fixed-price audit from someone else, that is a fair choice too. But if you want the whole account read properly, this is how it is priced.
I look at every pipeline and ask a simple question: does a contact move through this, or does it sit there? Stages nobody uses, stages with two names for the same thing, and opportunities that have been open for months all get flagged.
Every workflow gets read, trigger by trigger. I check what starts it, what conditions it checks, and what it actually sends. Broken triggers, workflows that fire twice, and workflows that fight each other are the most common problems I find.
Tags pile up fast. I find the duplicates, the ones nobody remembers creating, and the custom fields that hold the same data under three different names. A clean tag list is what makes reporting work later.
I check working hours, buffers, round robin rules, and what happens when someone cancels or reschedules. Double-bookings usually trace back to a calendar setting, not a bug.
I follow a lead from each source — website form, landing page, Meta lead form — and check it lands in the right pipeline with the right data. Leads that vanish usually vanish here.
I check the SMS and email setup: who the messages come from, whether replies are being watched, and whether anything in the setup is likely to hurt delivery. SMS that never arrives is often a registration or sender problem, not a workflow problem.
Stripe, your website, and any other connected tools get checked for failed connections, wrong field mapping, and data landing in the wrong place.
The report is written in plain language. Each finding says what is wrong, where it is in the account, and what it is costing you: a lead not followed up, a double-booked calendar, a message that never sends.
Findings are ordered by priority. The things losing you leads or bookings come first. The tidy-up jobs come last. That way you can fix the expensive problems first and leave the rest for later if you want to.
Leads come in but the follow-up is hit and miss. Messages send twice, or not at all. The calendar double-books. Nobody on the team trusts the pipeline, so they keep their own spreadsheets. The account was built by someone who is no longer around, and nobody knows what half the workflows do.
If two or more of those sound familiar, an audit is the right first step. Building new automation on top of a broken account only makes the mess harder to untangle later. And if the audit finds the account is mostly fine, that is a useful answer too: it tells you the problem is somewhere else, like the offer or the ads.
There is no fixed price. An audit is quoted individually after a short call, because a one-pipeline account with three workflows takes a very different amount of work to audit than a multi-location account with forty workflows and five integrations. The call is short, the quote is given before any work starts, and there is no obligation.
A written report of what is wrong in your account, ordered by priority: what is costing you leads or bookings now, what is confusing but not urgent, and what is fine. Each finding says where the problem is and what fixing it involves, so you can decide what to fix first.
Yes, as separate fix work, quoted from the audit findings. You can also take the report and fix things yourself, or hand it to someone else. The audit is yours either way.
It depends on the size of the account. A small account can be audited in days. A large one with several sub-accounts and many workflows takes longer. You get a timeline with the quote.
Yes. I need access to the sub-account being audited so I can read the pipelines, workflows, calendars and integrations. Access is limited to what the audit needs, and I work in your account rather than exporting your data elsewhere.
Usually, yes. An audit tells you whether the account is worth fixing or whether a rebuild would be cheaper. Fixing a few broken triggers is quick. Rebuilding forty workflows that were never tested is a different job, and you should know which one you are facing before you pay for it.
Book a short call. Tell me what is going wrong and how big the account is. I will quote the audit, with a timeline, and you can decide from there.