WHAT WE ANALYZE
We review how work gets done, how responsibilities are assigned, and how your processes and tools support daily execution—identifying gaps that may be limiting efficiency and growth.
Examine how key work moves from one step to the next, where handoffs break down, and which dependencies create delays or inconsistent execution.
Review existing procedures, documentation gaps, and opportunities to make recurring work more consistent, including onboarding and training processes.
Assess decision ownership, overlapping responsibilities, approval delays, and execution bottlenecks that affect team performance.
Review how your current tools support workflows, where disconnected information creates manual work, and whether teams have visibility into operational performance.
YOUR DELIVERABLES
Your Operations Audit includes documented findings and a practical blueprint based on the workflows, responsibilities, systems, and materials reviewed.
A documented view of the agreed priority workflows, showing key steps, responsibilities, handoffs, and process gaps that need attention.
Written findings highlighting execution delays, SOP gaps, unclear responsibilities, technology friction, and data flow issues identified during the review.
A practical set of recommendations for process improvement, standardization, and operational efficiency, organized by priority and implementation considerations.
BOOK YOUR AUDIT
One-time investment: $4,500. Select an available time below and complete payment to confirm your session with Crystal. Your audit also includes additional analysis of agreed operational materials and a written blueprint.
Relevant workflows, SOPs, organizational information, and system details may be requested to support the analysis. Report delivery timing will be confirmed based on the agreed scope and available materials.
COMMON QUESTIONS
The audit includes a 60-minute session with Crystal, additional review of agreed operational materials, assessment of workflows, SOPs, bottlenecks, responsibilities, technology, and data flow, and a written operational blueprint with prioritized recommendations. It is a one-time diagnostic service.
No. Existing procedures are helpful, but missing documentation is also something we can identify. The audit reviews your current processes and documentation gaps. Creating a complete SOP library is not automatically included.
Operations Audit examines how work gets done through workflows, SOPs, handoffs, responsibilities, and execution. Revenue Leak Audit focuses on lead handling and potentially missed revenue opportunities. Tech & Database Audit focuses more deeply on CRM performance, pipelines, segmentation, database quality, and automation opportunities.
The delivery timeline depends on the agreed scope, the number of workflows involved, and the information available for review. We will communicate the expected timeline as part of the audit process.
No. The Operations Audit provides an assessment, documented findings, and prioritized recommendations. Process implementation, SOP development, staff training, and system configuration are separate services unless expressly included in the agreed scope.