Free Online Growth & Systems Audit
Turn More Inquiries Into Paying Clients — Without Hiring More Staff
I help U.S. small businesses install simple automated systems that capture leads, follow up instantly, and convert more jobs — even if you’ve never done online marketing before.
Trusted by service-based founders scaling lean, simple businesses
Is this audit for you?
If You’re Like Most Small Business Owners…
You’ve built your business through hard work, referrals, and word-of-mouth. You’re good at what you do — but your lead flow, follow-ups, and online presence feel unstructured or inconsistent. You know there’s opportunity to grow, but you don’t want complicated marketing tactics or tech overwhelm.
You’re a fit if
You rely mostly on referrals and repeat customers
You don’t have a clear system to track and manage leads
Follow-ups are manual, inconsistent, or delayed
Missed calls or unresponded inquiries cost you jobs
You want simple, practical systems — not trendy marketing hacks
You’re ready to modernize your business without hiring a full in-house team
This is not for
You’re looking for someone to just “post on social media”
You want overnight results without improving your processes
You already have a fully built CRM and automation system
You’re not open to reviewing and improving how your leads are handled
You’re only looking for the cheapest option available
That’s Where I Come In.
Hi! I’m Alexis,
Your Strategic Partner
for Admin, Marketing, and Follow-Up Systems
I work with local service businesses and independent professionals who want to modernize their client acquisition without overwhelm.
Instead of “doing more marketing,” I build simple systems that:
Capture every inquiry
Automatically follow up by SMS & email
Book qualified appointments
Track your pipeline
Reactivate past customers
No tech headaches. No complicated strategies.
Just structure that helps you grow.
WHAT YOU GET
What we’ll cover in your audit
In Your Free Growth & Systems Audit, We’ll:
Identify where you’re losing leads
Review your current follow-up process
Analyze your online presence
Spot missed revenue opportunities
Outline a simple system tailored to your business
You’ll walk away with clarity — whether we work together or not.
Step 1 — Quick context
Pre-call intake (5–7 minutes)
You’ll complete a short intake form covering your business model, current revenue, capacity constraints, and goals. This ensures we spend the call on strategy, not background.
Step 2 — The live audit
Map systems & bottlenecks (40 minutes)
On Zoom, we walk through your lead generation, sales, onboarding, and delivery systems. You’ll see exactly where things break, duplicate, or depend too heavily on you as the founder.
Step 3 — 90-day roadmap
Prioritized action plan (same day)
You’ll receive a written summary of your key bottlenecks, plus a 90-day systems roadmap with 3–5 specific projects—ranked by impact and effort—that you can implement with or without us.
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Let’s Simplify Your Growth
If you’re ready to stop guessing and start building a structured system, book your free audit below.
We’ll walk through your business step by step — no pressure, just clarity.
Inside the Session:
45-minute Zoom working session
Full recording
Written action summary
Clear implementation path (with or without ongoing support)
No cost. No pressure. Just direction.
Client snapshots
"I never realized how much I needed a virtual assistant until I started working with Alexis.
She is a freaking ROCKSTAR!
From managing my schedule, to handling emails and research, to organizing my files and documents, Alexis has made my life so much easier and manageable.
I am able to focus on the things that truly matter and make a real impact on my business because of her help.
If you're feeling overwhelmed and need extra support, I highly recommend getting a virtual assistant.
Trust me, it will change your life! .."
— JC Chanowsky, CEO & Founder
"This is all going great. I couldn’t be more impressed with your work. ....I truly am very happy and think you do a super great job. I’m grateful "
— Michael Counts, CEO & Co-Founder
"I’m excited for the ways we’re growing as a team. I so appreciate your partnership on client care, FGFunnels, and client tool creation, and I’m looking forward to the doors opening for you to be able to use your amazing skills to create some great social content to grow the brand. I love the way I'm hearing that you're elevating Michael Counts' work and I knew you would wow him! It's really helping me to have Bernadette's in-person support here, as it helps me get MY work done, so I'm glad we've found a win-win reallocation that will allow us all to thrive together...."
— Michele Lisenbury, CEO & Founder
Questions about the Growth & Systems Audit
If you’re not sure whether this is the right next step, these answers will help. If you still have questions, you can reply to any email I send or mention it in your application.
Is this really free? What’s the catch?
Yes, the Growth & Systems Audit is genuinely free. The goal is to help you diagnose what’s keeping your business from scaling smoothly and to demonstrate how I think about systems. At the end of the call, if it feels like a mutual fit, I’ll briefly share what it could look like to work together. If not, you still leave with clarity and a 90-day roadmap—no pressure, no obligation.
What happens after I submit my application?
You’ll be redirected to a scheduling page to pick a time for your call. You’ll also receive a confirmation email with your call details and a quick recap of what we’ll cover. If for any reason your application isn’t a fit right now, I’ll let you know via email and share relevant resources instead.
Do I need to prepare anything before the call?
Once you schedule, you’ll get a short checklist with what to have handy—typically access to your calendar, your main offer(s), and a rough idea of your current numbers. You don’t need perfect data; directional numbers are fine. We’ll do the heavy lifting together on the call.
Will this be recorded?
Yes. With your permission, I’ll record the call so you can revisit the recommendations later. You’ll also receive a written summary and your 90-day systems roadmap within 24 hours of our call.
What if I already have a team and some systems in place?
Perfect. This audit works especially well for founders who have outgrown their first layer of systems. We’ll look at what’s already working, where complexity is creeping in, and how to simplify while preserving what makes your business unique.
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Ready to Stop Losing Leads?
The more context you share now, the more specific your 90-day roadmap will be. Please only apply if you’re the primary decision-maker in the business.
No cost, no obligation
45-minute Zoom session
Recording + written summary
Clear next steps whether or not we work together
Not quite ready for an audit? Start with a weekly systems tip: