Lead capture
Forms, landing pages, calendars, source fields, contact creation, duplicates, and the first CRM handoff.
Systems Audit
Find the broken handoffs before you rebuild the wrong system.
A focused audit for online businesses with live CRM, funnel, payment, course access, Shopify tracking, reporting, or AI workflow problems. I compare what should happen with what happens now, identify the broken handoff, and give you the safest repair, build, migration, or support path so you know what to fix first and what not to touch yet.
What I review
The audit follows the full customer journey, not one isolated tool.
CRM structure
Tags, fields, lists, pipelines, opportunities, lifecycle stages, segmentation, ownership, and cleanup risks.
Automation logic
Triggers, conditions, waits, goals, notifications, reminders, follow-up sequences, and failure points.
Payment to access
Checkout signals, products, offers, subscriptions, course access, membership roles, onboarding, and failed payment paths.
Reporting visibility
GA4, pixels, dashboards, sales pipeline reporting, attribution gaps, and the numbers the business actually needs.
AI workflow fit
Where AI can safely support intake summaries, lead notes, follow-up drafts, documentation, and reporting with human review.
Deliverables
You leave with a practical map, not vague advice.
Broken handoff list
The exact places where forms, CRM, payment, access, follow-up, reporting, or ownership break down, written in plain operating language.
Risk and priority notes
What should be fixed first, what can wait, what needs proof, and what should not be touched without a backup or launch plan.
30-day roadmap
A practical sequence for audit fixes, implementation sprint, QA checks, documentation, and ongoing support if needed.
Recommended next scope
A clear path into the right service: GHL setup, Keap cleanup, membership repair, Shopify tracking, dashboard, AI workflow, or no-build cleanup.
After you book
This is not a generic quote request.
I confirm fit and urgency
I review the current stack, business goal, timing, and one plain-language example of the issue. If the work is already narrow, I can route you to a smaller service or ask one clarifying question before scope is discussed.
We map one live journey
The audit call focuses on one real path first: lead, booking, payment, access, follow-up, reporting, owner assignment, or AI workflow. We compare what should happen with what happens now so the failure point is specific.
Evidence is reviewed safely
Early review can use a screen share, redacted examples, public links, or limited collaborator access after scope is clear. Do not include passwords, API keys, payment account details, private customer data, or exports in the first message.
You get the repair order
The output is an implementation-ready roadmap: what to stop changing, what to fix first, who owns each handoff, which tests prove the path works, and what documentation or monthly support is needed after the repair.
Not included
The audit is diagnosis and roadmap first.
No blind rebuild
I do not rebuild campaigns, workflows, or dashboards until the cause and scope are clear.
No unsupported guarantees
The audit does not promise rankings, revenue, ROAS, deliverability, or AI citations.
No unsafe access sharing
Passwords, API keys, payment accounts, and client data should be handled through secure access methods.
No fake proof
Recommendations are based on the system reviewed, verified public proof, and implementation judgment.
Prepare before booking
Send the current stack and the problem you want solved first.
Tools in use
GHL, Keap, HubSpot, Shopify, WordPress, LearnDash, Memberium, Zapier, Make, n8n, GA4, Looker Studio, or other tools.
What is breaking
Missed follow-up, bad tags, failed access, wrong reporting, duplicate contacts, broken automations, or unclear ownership.
Business outcome
Cleaner launch, safer migration, fewer manual steps, better reporting, faster lead response, or ongoing technical ownership.
Audit FAQ
Questions buyers usually need answered before they book.
When should I choose the full Systems Audit instead of a smaller service?
Choose the full audit when the issue crosses more than one tool or team: lead capture, CRM, booking, payment, access, follow-up, reporting, Shopify tracking, or AI workflow handoffs. Use a smaller service page when the problem is already narrow, the affected platform is clear, and implementation can start without mapping the wider journey.
Why not rebuild the workflow first?
A rebuild can copy the same broken logic into a cleaner-looking setup. The audit checks the current path, trigger conditions, ownership, data flow, access rules, and reporting needs before implementation money is spent.
What happens after I book the audit call?
I review your current stack, timing, and the problem example before the call. On the call we map one live journey, confirm the safest evidence review method, and decide whether the next step is a roadmap, focused repair, implementation sprint, migration plan, dashboard build, AI workflow prototype, or monthly support.
What do you need from me before access is shared?
Start with the tools in use, what should happen, what happens now, the business risk, and any deadline. Do not send passwords, API keys, payment details, customer exports, or private screenshots through a public form or first email.
What happens after the audit?
You receive the broken handoff list, risk notes, priority sequence, and recommended next scope. The next step may be a repair sprint, GHL setup, Keap cleanup, membership access repair, Shopify tracking audit, dashboard build, AI workflow prototype, or monthly support.
Is this only for GoHighLevel or Keap?
No. GoHighLevel and Keap are core service areas, but the audit can also cover Shopify, WordPress, Memberium, LearnDash, HubSpot, Zapier, Make, n8n, GA4, Looker Studio, and practical AI workflows when they affect the customer journey.
How do I know whether you are the right fit?
I am a fit when the problem involves connected systems and the buyer needs audit-first technical judgment, implementation, testing, and documentation. I am especially useful when a visible symptom points to a deeper handoff issue across CRM, payment, access, reporting, or follow-up. I am not the right fit for guaranteed rankings, revenue promises, ad performance guarantees, or unsupported platform work outside the agreed scope.