Transform chaos into clarity

Process Audit

Let’s audit, clarify, and accelerate your business, all in one powerful session.

Perfect for:

Builders wanting to scale without the burnout

  • Admin teams drowning in inefficiency

  • Owners tired of repeating themselves

  • New insurance panel builders wanting to stand out

  • Anyone wanting to SheBuild it right from the ground up

Full Process Review
We deep-dive into your current systems, workflows, and structure to identify gaps, inefficiencies, and opportunities for improvement.

Customised Audit Report
A detailed, plain-language report covering:

  • Estimating and reporting workflows

  • Team structure & responsibilities

  • Job lifecycle management

  • Admin and project coordination processes

  • Client and insurer communication protocols

Action Plan & Priorities
Clear steps on what to implement now, what to fix next, and how to delegate or automate smarter.

1:1 Coaching Sessions
Talk through everything together β€” strategies, bottlenecks, and practical advice tailored to your business.

Templates & Tools
Includes access to process templates, role checklists, and systems we recommend to help you take immediate action.

What's Included: