AUDIT PROGRESS
Your Audit Journey
Track every stage of the audit as we move through your business together.
Session 1
✓ Complete
27 Mar 2026
Session 1
Tom is sole operator for all admin, sales, marketing, scheduling — massive bottleneck. 30 hrs/week on admin (15 hrs payment reconciliation alone). 3-hour per client onboarding process across 5+ disconnected tools. 13 tools in use with no integration between them. 80% of leads via direct message, only 20% through website.
Acquisition
Onboarding & Payment
Fulfilment & Scheduling
Retention & Client Communication
Reporting & Visibility
Session 2
✓ Complete
29 Mar 2026
Session 2
Process map confirmed correct across all 5 stages — no structural changes needed. Tom forgets trial follow-ups at 15-20 new kids/week (10/week manageable). 70% of leads needing second follow-up don't get one. Average spend per kid per term: $300 (HIGH confidence). 50-60 kids lost per term from no re-enrollment follow-up → $66k/yr revenue leakage.
Acquisition
Onboarding & Payment
Fulfilment & Scheduling
Retention & Client Communication
Reporting & Visibility
HOW YOU WORK
How You Work Today
A full map of how your business operates today — every step, every handoff, every tool.