Scale readiness review

A two-week operations audit for coaching and course companies. You find out what will break next, before it breaks.

Who it is for

• Coaching, course, cohort and membership businesses doing roughly $500k to $10M a year
• Owners with a team of coaches, setters, closers or client success staff
• Owners who feel like the business only works when they are in every Slack thread

What we look at

Area	What we review
Client onboarding	Every step from payment to first session, and where new clients wait or drop
Program delivery	How coaching and content get delivered, quality control, and coach workload
Sales process	Lead flow, setter and closer roles, call scripts, CRM hygiene, show and close rates
Team	Roles, who owns what, hiring and onboarding, meeting rhythm
Tech stack	Kajabi, GoHighLevel, Skool or Circle, ClickUp, Zapier, and how they connect
Numbers	Which KPIs you track, which you should, and whether you can trust them

How it works

1. Kickoff call (60 minutes). You walk us through the business and where it hurts.
2. Access and interviews. Read-only access to your tools, plus short calls with two or three team members.
3. Review. We map how work actually moves through the business, which is rarely how the org chart says it does.
4. Walkthrough (60 minutes). We present the findings and a ranked fix list: what to fix first, what it costs you today, and what can wait.

What you get

• A written report with a map of your current operations
• A ranked list of fixes, each with effort and impact
• A one-page KPI snapshot of where the business stands
• A recording of the walkthrough to share with your team

You can take the fix list and run with it yourself. If you want us to build it, the review becomes the plan for a systems build.