Business Systems Audit
Find out exactly where your revenue is leaking and get the roadmap to fix it.
You've invested in the tools. The CRM. The project management software. The scheduling systems.
But you're still working 60-hour weeks, revenue is flat, and nothing feels easier.
Here's what we learned from 47 interior design firms: 87% have this exact problem.
It's not your tools. It's the implementation.
The Business Systems Audit is a 2-week diagnostic that reveals exactly where money is leaking and gives you a prioritized roadmap to fix it.
No assumptions. Just data, insights, and a clear path forward.
Does this sound familiar?
⟶ You've spent thousands on business systems, but you're still drowning in admin work
⟶ Lead gen feels like a roller coaster—feast one month, famine the next
⟶ You're working more hours than ever, but revenue hasn't budged
⟶Past clients rarely come back or refer, even though projects went well
⟶ You have no clear picture of profitability or where money actually goes
⟶ Your team is stretched thin, clients are anxious, and you're constantly putting out fires
⟶You know money is slipping through the cracks—you just can't see where
These aren't personality problems. They're systems problems.
And systems problems have systems solutions.
What's included in your audit
Two weeks. One comprehensive diagnostic. Zero fluff.
Week 1: We go deep
-
A detailed questionnaire covering your business model, team, systems, and goals—so we can understand your unique situation.
-
We review your revenue streams, project profitability, and cash flow to identify where money is leaking.
-
Comprehensive look at your CRM, project management, client communication, and ops tools to see what's working (and what's gathering dust).
-
How are you generating leads? Qualifying them? Reconnecting with past clients? We assess the full journey.
-
A snapshot of how you're positioned in your market relative to your pricing and service delivery.
-
We walk through initial findings, discuss your biggest challenges, and identify some quick wins you can tackle right away.
Week 2: Your roadmap
-
A 20+ page report with detailed findings, revenue gap analysis, and prioritized recommendations. This isn't filler, it's your playbook.
-
Exactly where you're losing money: lead gen, past client relationships, pricing, operational inefficiency, and weak qualification processes.
-
Phased plan with quick wins (0-30 days), foundation building (30-90 days), and long-term priorities (90-180 days).
-
Data-driven guidance on pricing structure, service packaging, and market positioning.
-
Which tools to keep, optimize, or replace, plus how to integrate them effectively.
-
We present everything, answer your questions, and talk through next steps, whether you DIY or want our help implementing.
-
Post-audit access for questions as you start putting recommendations into action.
Is this right for you?
This audit works best for established firms ready to move from overwhelmed to optimized.
This is perfect if you...
+ Generate $200K–$1M+ annually
+ Have business systems in place, but they're not delivering
+ Work 50-60+ hours a week while revenue stays flat
+ Struggle with inconsistent leads or unpredictable cash flow
+ Rarely reconnect with past clients in any systematic way
+ Suspect you're losing money but can't pinpoint where
+ Want data, not guesses, before making big changes
+Are ready to implement (either yourself or with support)
You're not quite ready if...
○ You're under $100K in revenue (focus on foundations first—we can point you to resources)
○ You don't have any systems in place yet
○ You're looking for a magic bullet or overnight fix
○ You're not willing to make operational changes
○You just want someone to tell you what to do without understanding the why
The investment (and why it's worth it)
$4,500
Q1 2025 pricing (increases to $6,500 in Q2)
Payment options: Pay in full or split in to two payments of $2,250
Here's the math that actually matters:
The average audit reveals $500K–$1M in revenue gaps across five key areas: lead generation, past client relationships, operational efficiency, pricing strategy, and client qualification.
If you recapture just 1% of a $500K gap, that's $5,000. The audit pays for itself.
If you recapture 5%, that's $25,000–$67,500.
If you recapture 10%, that's $50,000–$135,000.
These aren't made-up numbers. They're based on research with dozens of design firms and analysis of real client conversations showing exactly where money leaks in this industry.
The question isn't can you afford this audit.
It's whether you can afford not to know where half a million dollars is going.
January Bonus
Book by January 31 and get 60-day extended support + priority implementation scheduling (value: $1,200)
From booking to roadmap: here's how it works
1. Book your spot
Schedule your audit and complete payment. You'll get a welcome email with your pre-audit questionnaire and next steps.
2. Complete the pre-work
The questionnaire takes 2-3 hours, spread over a few days. You'll also share access to key systems so we can dive in.
3. Week 1: We analyze everything
Our team reviews your financials, systems, pipeline, and operations. Mid-week, we'll have a 90-minute call to discuss what we're seeing.
4. Week 2: We build your roadmap
We compile a detailed audit report with revenue gap analysis and prioritized, actionable recommendations.
5. Results presentation
60-minute call where we walk through findings, answer questions, and discuss whether you want to implement on your own or with us.
6. You have support
30 days of email access for questions as you start implementing your quick wins.
Total timeline: 2-3 weeks from start to finish
What you're probably wondering
-
VAs execute tasks you assign them. General consultants give broad advice. We do something different: forensic analysis of your specific business to quantify exactly where revenue is leaking—then give you a prioritized roadmap with concrete next steps. Plus, we specialize exclusively in interior design operations, so we know the industry inside and out.
-
Nope. The audit is designed to be valuable whether you implement solo, hire your own team, or work with us. About 40% of audit clients move forward with implementation support, but it's completely optional.
-
Most consultants give general advice without looking at your actual numbers. We don't make assumptions, we analyze your financials, workflows, and systems to identify specific, measurable gaps. Our recommendations are prioritized by ROI, so you know exactly what will move the needle most.
-
The audit requires about 3-5 hours of your time total: the questionnaire and two calls. Everything else happens on our end. If you don't have 5 hours to discover where $500K is leaking, that's probably a sign you need this even more than you think.
-
If you're under $100K annually, we recommend focusing on core foundations first (happy to point you to resources). This audit is designed for firms doing $200K-$1M+ who have systems but aren't seeing results.
-
Absolutely. We offer complimentary 30-minute discovery calls for anyone considering the audit. Book yours here: https://calendly.com/theprototype/consultation
-
No specific requirements. We work with whatever you're using—Dubsado, HoneyBook, MyDoma, StudioDesigner, Monday, Asana, you name it. Part of the audit is assessing whether your current tools are the right fit.
Ready to stop leaving money on the table?
We're accepting 4 audits in January. Two spots are already booked.
If you're ready to find out exactly where your revenue is leaking—and get a clear roadmap to fix it—book your audit below.
Investment: $4,500 (Q1 pricing)
January bonus: Extended support + priority implementation scheduling
Timeline: 2-3 weeks from start to results
Who it's for: Firms doing $200K+ with existing systems that aren't delivering