Client Delivery Audit FAQ

Who is this audit for?

This audit is for freelancers, consultants, agencies, fractional operators, and small service businesses that deliver client work and want a more consistent process.

What do I receive?

You receive a written audit report with a review of your current client delivery process, identified gaps, risk areas, strengths, opportunities, and a prioritized action plan.

How long does it take?

Your report is delivered within 3 business days after your completed intake materials are received and confirmed.

When does the 3-business-day timeline begin?

The timeline begins after your completed intake materials are received and confirmed. If important information is missing, we will email you for the missing details before the review window begins.

Is this a custom consulting engagement?

This is a focused audit and recommendation report. It is not an ongoing consulting engagement unless a separate service is purchased later.

Will you build my systems for me?

This audit provides recommendations and an action plan. Implementation is not included unless a separate implementation service is offered and purchased.

What tools does this work with?

The audit can apply to businesses using tools like Google Workspace, Notion, ClickUp, Asana, Trello, Monday.com, Slack, email, spreadsheets, or other common client delivery tools.

Do I need to already have a formal process?

No. The audit can help whether your process is documented, partially documented, or mostly informal.

Is this legal, financial, tax, accounting, HR, or compliance advice?

No. This audit is a practical business process review. It does not provide legal, financial, tax, accounting, HR, compliance, or professional advice.

Can I get a refund?

Please review the refund policy before purchase. Because this is a service-based audit, refund eligibility depends on whether work has started.