Pre-audit intake — describe your business, tech stack, and concerns so I prepare the right diagnostic approach for your systems

Private 90 minute-2 hour diagnostic Zoom session — I screen share and run every critical check live while you watch. You see everything I find

Email deliverability verified — authentication records (SPF, DKIM, DMARC) checked, domain reputation assessed, inbox placement tested

Lead capture and forms tested — every critical form on your site checked end to end, from submission through CRM delivery

Automation workflows audited — active sequences reviewed for broken triggers, disconnected integrations, logic errors, and silent drift

Prioritized risk report — a written document detailing every finding, ranked by business impact, with specific fix recommendations

System integrations assessed — connections between your CRM, email platform, website, and payment systems checked for data flow gaps

Action plan with specific fix recommendations — not generic advice, but exact steps for your specific platforms and configuration

Full session recording - re-watch anytime or share with your tech team, VA, or developer so they can see exactly what was found

Rely on email marketing, CRM systems, automation workflows, or integrated tools to run their business

Have never had someone with engineering expertise verify that their systems are actually working correctly

Suspect something may not be right — open rates dropping, leads going missing, automations behaving inconsistently — but cannot pinpoint the cause

Want comprehensive certainty about their entire tech stack, not just a quick fix for one issue

Want a technical professional to give them a straight answer they can trust

Are coaches, consultants, course creators, agencies, or service businesses whose revenue depends on their technology performing reliably