Free Service Business Systems Audit
Get a practical review of your website, lead capture, follow-up process, tools, and automation opportunities so you can see what to fix first.
This is a practical first step for service businesses that suspect their website, CRM, follow-up, admin, or tools are not working together properly.
Homepage clarity, service pages, calls to action, trust signals, mobile usability, and SEO basics.
Forms, booking links, enquiry routing, response speed, notifications, and follow-up reminders.
Where leads are stored, how opportunities are tracked, and whether owners can see what needs action.
Manual work, duplicated data, repeated tasks, onboarding friction, and places where work gets stuck.
Where AI can help with summaries, drafts, routing, reminders, intake, reporting, or internal handover.
A plain-English recommendation for what to fix first and which package, if any, makes sense.
The audit is best suited to service businesses, consultants, trades, clinics, local operators, and small teams that rely on leads, bookings, quotes, projects, or recurring admin.
Enquiries arrive, but response and follow-up are inconsistent.
Your website, inbox, CRM, forms, calendar, and spreadsheets do not talk to each other properly.
Admin, onboarding, quotes, reminders, and reporting are taking too much owner or team time.
You know automation matters, but want a grounded plan before adding more tools.
Complete the form below. We will review your details and come back with a practical recommendation for your website, lead flow, systems, and automation opportunities.