A complete analysis, with a practical outcome.
A business audit is an analysis of how the company works: how it generates clients, how it sells, how it delivers its service, how it measures results. A process audit goes into the detail of workflows, to find the steps that slow things down, are duplicated or depend on a single person.
I work through interviews with the team, a review of the available data (CRM, management software, analytics, income statements) and observation of the real processes, not the ones written down in the procedures.
The outcome is not a document to be filed away: it is a map of the bottlenecks and a ranked list of priorities, with what to do in the next 90 days and how to measure it. If the analysis only concerns marketing, there is also a marketing audit.
The work is measured in numbers.
A few recent projects, across different industries. In total I have worked with 18+ companies and institutions in more than 15 industries.
B2B clients acquired
Proptech startup
Online campaign ROI
Financial company
Monthly revenue
Restaurant group
Companies supported every week
Consulting firm · marketing, development, sales and data
What we analyze.
You can start from a single area. The best results come when they work together, under one direction.
Business model and margins
Offer, pricing, most profitable clients and the costs that weigh most.
Sales process
From first contact to contract: pipeline, timing, conversion rates.
Marketing and acquisition
Channels, messaging and cost per acquired client.
Operational processes
Workflows, handoffs, tools and roles.
Data and reporting
Which numbers exist, which are missing, who uses them to make decisions.
Priorities and roadmap
What to stop, fix and push, and in what order.
What you get at the end.
- Process mapHow the company really works today, step by step.
- BottlenecksThe points holding back growth, with their estimated impact.
- 90-day prioritiesThe actions to take right away, ranked by impact and feasibility.
- KPIs to monitorA few clear indicators to see whether things are improving.
- RoadmapThe plan for the following months, with responsibilities and timelines.
First the numbers, then the priorities, then execution.
With a tech and managerial background and an entrepreneur's mindset, I work alongside management as an external consultant or fractional CMO.
Audit and reading the numbers
History, KPIs, processes, funnel and competitive context.
Priorities and roadmap
What really drives growth, in what order and with which resources.
System and execution
I work alongside the team until the results show up in the numbers.
Answers to the most common questions.
What is the difference between a business audit and a marketing audit?
A marketing audit analyzes channels, messaging and funnel. A business audit looks at the whole company: business model, sales, operational processes and data. If it is not clear where the problem lies, it is best to start with the business audit.
How long does a business process audit take?
It depends on the size of the company and the areas involved. For an SME it usually takes a few weeks, between interviews, data analysis and presenting the findings.
What does the company need to provide?
A few hours of the team's time for interviews and access to the available data: CRM, management software, analytics, financial reports. If the data is incomplete, we sort it out during the audit.
What happens after the audit?
You can put the roadmap into practice with your own team, or I can support you through execution with ongoing consulting.
Is an audit useful even if the company is growing?
Yes: it is often during growth phases that processes stop holding up. The audit brings the limits to light before they turn into costs.
Worth reading before you start.
Business process audit: what to analyze and how to do it
When you need a process audit, what to analyze, the seven-step method and a practical example with numbers.
Read
Management control for SMEs: a practical guide for growing companies
How to set up lean management control in an SME: margins, costs, a few key indicators and a monthly routine.
Read
Marketing audit: how to find out what is holding back growth
What a marketing audit is, when you need one and how it separates symptoms from the causes really holding back growth.
Read