The two-week operations review.

The operations review is a two-week IT assessment and operations audit: how work, leads and data move through the business, what the security basics look like under a real test, and what to fix first. It ends with a ranked plan, not a stack of slides. Fixed fee, quoted before we start.

Book an operations review See a sample ranked plan

Most audits are a guess with a cover page. This one is timed and priced upfront.

We don't sit outside the business and infer what's wrong. We log into the tools, trace how a lead actually moves from first contact to booked job, and test whether multi-factor sign-in and backups are real or assumed.

What comes out isn't a strategy deck. It's a ranked list: what to automate first, what each one saves in hours or dollars, and what it protects, with a fixed fee agreed before any of it starts.

What two weeks looks like.

The same review every time: how work, leads and data move, what the security basics test shows, and a plan ranked by what each fix is worth.

Days 1 to 3

Every tool and account listed, every lead source traced from first contact to close, logins and access reviewed.

Days 4 to 7

Short interviews with whoever touches leads, data or money. Security basics tested: multi-factor sign-in, backup restores, who still has access to what.

Days 8 to 11

Findings ranked by what each one costs or risks, and scoped against the tools you already run.

Days 12 to 14

The ranked plan finished and walked through with you, line by line.

What you get at the end.

A ranked plan: what to fix first, what it saves, and what it protects. Hairline rows, not a slide deck.

Book an operations review

Ranked planRidgeline Heating & Air

Sample

1
After-hours calls go to voicemail
AI operations
6 calls a week
2
Ad spend with nothing tying it to booked jobs
Marketing systems
$3,000 a month
3
Quotes built by hand in spreadsheets
AI operations
7 hours a week
4
Old leads never followed up
Marketing systems
40 leads a month

Plan ready at the end of week two

Sample: Ridgeline Heating & Air is a fictional company.

What this isn't.

Plain answers to the things owners worry about most.

A sales pitch

The review is priced and delivered on its own. You keep the plan whether or not you build anything with us.

A generic checklist

The plan is ranked from what we actually find in your tools and your numbers, not a template with your name on it.

A guess at price

The fee is fixed and agreed before we start. No hourly surprise at the end.

Questions about the review.

Is this an IT assessment or a marketing audit?

Both, in one pass. It's an operations audit that covers how work, leads and data move, plus an IT assessment of the security basics, since both usually break for the same reasons.

How long does it take?

Two weeks, start to finished plan.

What does it cost?

A fixed fee, quoted before we start. You'll know the full number before you commit to anything.

Do we have to book a build after?

No. The review stands on its own, and the plan is yours either way.

What do you need from us?

Access to the tools you use for leads, data and money, and about an hour of time from whoever touches each one.

Keep reading.

Start with a two-week review.

Fixed fee. You finish with a ranked plan of what to fix first, what it saves and what it protects.

Prefer email? Write to hello@satsumahq.com