operational audits
Start with a thoughtful look at what your business really needs
If something behind the scenes feels harder to manage than it should, an audit is a strong place to start!
bring on the messy middle!
Let's get clear on the details.
Each audit is designed to give you a more useful understanding of what is happening behind the scenes and what kind of support may help most moving forward.
The goal of a Hello Ollie Audit is to help you move forward with a better sense of what needs attention and where to go from here.
You might be a good fit if...
you know something behind the scenes feels off, but you are not sure where to start
your systems feel harder to use than they should
tasks, content, or deliverables are being managed inconsistently
you are relying too heavily on memory or manual follow-up
you want a better understanding of what kind of support would help most
Katie is the absolute best!
She took a million ideas and thoughts and organized them in a way that allowed me to take actionable steps. She genuinely cares about the people she is assisting and I have seen tremendous growth in my business thanks to her help! I would highly recommend working with her!
- Sara Reynolds, Sara Reynolds Events & Realtor
Choose the audit that best matches what needs attention right now
operations audit
A closer look at how your business runs
Operations Audit
This audit focuses on your current workflows, systems, and day-to-day operations to help uncover where things may be slowing down, getting missed, or creating more friction than necessary.
Investment: $1,275
This may be a good fit if:
behind the scenes feels messy or disorganied
processes are inconsistent
you are carrying too much of the day-to-day in your head
growth has made things harder to manager
clickup audit
A review of how your clickup is currently working
Clickup Audit
If you are already using Clickup but it feels messy, underused, or harder to maintain than expected, this audit helps identify what may need to be improved in the setup, structure, and overall usability of the workspace.
This may be a good fit if:
your workspace feels cluttered or confusing
your setup does not reflect how your business works
tasks are not flowing well
you want a better understanding of what to improve before investing in a build
Investment: $1,275
content & deliverables audit
A closer look at how content and deadlines are being managed
Content & Deliverables Audit
This audit reviews how content, tasks, deadlines, and deliverables are currently being tracked so you can identify where follow-through is getting harder than it needs to be.
Investment: $1,275
This may be a good fit if:
content planning feels scattered
deadlines are easy to lose track of
deliverables are being managed across too many places
your process needs more structure and consistency
no need to overthink it
What to Expect During an Audit
Each audit is designed to give you a more useful understanding of what is happening behind the scenes in your business and what type of support may help most moving forward.
Depending on the audit, you can expect a review of your current systems, workflows, tools, and day-to-day processes. You will receive a comprehensive report, along with prioritized recommendations for what may need to be adjusted, improved, or supported further.
step one
You provide a recorded walkthrough of your space and explain your current process.
step two
Provide access to your relevant accounts.
step three
Hello Ollie provides a comprehensive audit report and video walkthrough including gaps and prioritized next steps.
Working with Katie to completely audit and revamp my Clickup space has been a huge weight lifted off my shoulders.
As I have grown a small team, my system didn't efficiently support it. Katie took my million thoughts, ideas, and needed functionally notes and delivered a step by step outline/audit/plan for how to make the changes. She figured out a solution tailored to my unique needs on every question I asked and her recordings of everything really helped me to understand it all too! I will be excited to utilize her new ClickUp support offers for future things I want to build out on top of what she helped me to already!
- Cassidey Thiesen, Simply Lynn Creative
Ready for a clearer way forward?
An audit gives you a thoughtful look at what’s working, what’s creating friction, and what kind of support may help most from here.