The Symbiotic Audit
Two weeks. Fixed fee. We map where money, signal, process, and attention leak, then deliver a written operating plan with the sequence of repairs.
- Interview owner, leadership, sales, finance, delivery, and customer-facing staff.
- Trace lead flow, quote flow, order flow, margin flow, decision flow, and handoff points.
- Read CRM data, pipeline hygiene, pricing patterns, meeting cadence, and tool stack.
- Deliver a written plan with ranked repairs, scope options, and measurable first moves.