Ultimate Systems Makeover Audit

Take what you have set up and transform it into a dependable system that
allows you to focus on growing the business.

How it Works:

Call 1

The Mess

Before we go in and bulldoze what you have, we need to understand what got you here. You have requirements for the system and we want to make sure we are retaining that knowledge to create the best system.

Call 2

The Path Forward

Let’s look at the options, together. As a business at scale, you can’t use a cookie cutter approach. There is no one-size fits all. You need to know the options and what makes sense for your business.

Call 3

The Plan

Now that we have a general path forward we need to talk about phases. What should we do first, what are the challenges and assumptions we are making? What are the things that it must do?

Before the first call

We run our systems health report check, it’s like a physical for your business. We want to make sure you don’t have any tumors we need to know about.

You’ll send over your pain point list and we’ll dig into what is actually causing these issues.

In-between calls

Unlike a traditional scoping process, we actually start building within this model. Between calls, we’ll be installing tools and getting version 1 up for review so we can ensure we have the best pathway forward.

Rather than just talk about it, we get dirty and start digging into what it will take to get you from surviving to thriving.

At the end

You’ll have a clear plan of action. You’ll understand what are the highest priority items and have a phase 1, 2, and 3.

You’ll understand the challenges of your system, how to overcome those challenges, and what to watch out for.

You can work with us to action this plan or do it in house.

What is included

Pre-call audit and deep dive
3 one hour calls
Invite up to 3 team members
Call recordings
Up to 5 hours of prototyping work
Quick fixes on your site
Quick fixes in your CRM
Clear next steps

Here is what clients have to say...

Melodie's Guarantee

If after the first call you do not feel like this is a fit, we’ll refund your investment.

Prices are in USD

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In a world of automation, the ability to talk to people who understand our business and react/respond quickly to our needs is incredibly helpful.

David Hedgecock
Certified Tax Planners.

If you need expert guidance on your next steps, the Audit is a perfect choice. This isn’t a sales pitch for a templated approach. This is a customized assessment that results in custom recommendations and an impressive follow-up with not only the process explained but helpful considerations. If you’re at a crossroads with your business software decisions, BTN’s Tune Up will point you in the direction that’s right for you.

Katharine Gibson
William Stickevers INC

A Tech Provider that really listens to and understands clients’ marketing and commercial business issues, is rare. One that can consider and communicate them whilst finding the best tech solution, even rarer. That’s Melodie and her team.

Wendy Powell
MUTU System