Track every stage of the audit as we move through your business together.
Session 1
✓ Complete
23 Mar 2026
Session 1
Founder bottleneck: can only onboard 1-2 clients at a time. Discovery ~$35K, 50/50 terms, $60-75K total pre-retainer. Retainer $14K/month for full suite. Process mapping: 2 days write-up after 1 day on site. Market intelligence report ~60 pages.
Client Acquisition
Quoting & Proposals
Client Onboarding
Discovery & Strategy Delivery
Team Handoff
Campaign Creation
Campaign Execution
Client Reporting
Payroll & Invoicing
Client Retention & Ongoing Management
Session 2
✓ Complete
24 Mar 2026
Session 2
Ace is senior designer, ~1 month in, part-time, developer background. Main pain: image sourcing (10 min to 1 hr per ad), reading 60-page MI report (3-4 days). Two main creative workflows: meta ad campaigns and organic social content. Uses Canva primarily, ChatGPT for messaging, Word for docs. Wants auto-generated campaign messaging docs from MI report.
Campaign Creation
Campaign Execution
Session 3
✓ Complete
24 Mar 2026
Session 3
Martina is the glue — customer journey optimization, account management, project management. Biggest pain: manual reporting (1-4 hrs per client per month). Briefing creative team via Trello. Approval bottleneck: Martina approves → but founders want to review everything too. Suggests client tier system for scaling.
Campaign Creation
Client Reporting
Client Retention & Ongoing Management
Session 4
✓ Complete
27 Mar 2026
Session 4
Discovery delivery has 3 independent deliverables: MI report, systems audit, go-to-market strategy. Two build paths: GHL marketing light vs full custom platform (with Pat). GHL configuration varies significantly by client (simple trade services vs complex dental). Third-party GHL specialist used to build automations — Anna writes copy, specialist builds in GHL. Anna manually responds to Facebook Messenger daily — 10 min/day per client across all clients.
Client Onboarding
Discovery & Strategy Delivery
Campaign Creation
Campaign Execution
Client Retention & Ongoing Management
Session 5
✓ Complete
01 Apr 2026
Session 5
Sales process breakdown confirmed — proposals sent too fast after discovery call. Lower entry point planned: $5-10K standalone audit before $50-70K full engagement. Market intelligence report quantified: 40-50 hours per client. Monthly reporting confirmed as time suck for Martina and Ace. Anna's core priority: central data repository over AI-generated content.
Client Acquisition
Quoting & Proposals
Discovery & Strategy Delivery
Client Reporting
Client Retention & Ongoing Management