Most businesses don't have a people problem or a marketing problem. They have a systems problem, and this audit shows you exactly where.
It's built on the AIMS Method: Automate. Integrate. Monetize. Scale. Plus two layers almost every business needs right now: AI readiness and Google Workspace.
60 questions, six short sections, about 30 minutes. At the end you'll see your scores, where you're leaking time and money, and your first AI move.
How to score: 0 = not in place, it lives in my head. 1 = partly there, inconsistent or only I know how. 2 = solid, documented and runs without me chasing it. Torn between two? Pick the lower one.
One request: please don't type client names, client details, or any health information anywhere in this audit.
Scheduling, billing, CRM, email, website, anything. A rough list is fine.