Overview
Is your team constantly reinventing the wheel, missing deadlines, or struggling to stay aligned? You’re not alone. Most growing organizations hit a point where their systems can’t keep up with their people.
That’s where this Marketing Operations Mini Audit comes in. I’ll help you identify what’s working, what’s wasting time, and where simple improvements can bring real relief. Whether you use Asana, Slack, Google Drive, Mailchimp, or a mix of everything, I’ll review your tools, templates, and workflows to uncover the friction points holding your team back.
With over 16 years of marketing and operations leadership, I combine structure with empathy, building systems that support people, not the other way around. You’ll walk away with a clear, actionable plan that strengthens collaboration, reduces burnout, and makes your day-to-day feel lighter.
Let’s untangle the chaos so your team can focus on what they do best.
What's Included
- Discovery Call (45 min) to clarify goals, challenges, and workflow priorities
- Review of up to 3 platforms or tools (e.g., Asana, Slack, Mailchimp, Google Drive)
- Evaluation of 1–2 existing workflows or templates to identify bottlenecks
- Audit summary report highlighting key findings and opportunities
- Recommendations for system improvements and efficiency gains
(Average duration: 5–7 business days depending on tool credentials and team availability.)
Deliverables
At project completion, you’ll receive:
- Custom Action Plan (PDF or Google Doc) summarizing strengths, gaps, and next steps
- 3–5 specific system or workflow recommendations
- 1 sample SOP or workflow template tailored to your team’s structure
- Optional 30-minute review call to walk through recommendations and next steps