Business Systems

SOS Audit

Discover where your business systems are costing you leads, and what to fix first.

Your website, funnels, emails, and automations are the backbone of your online business. If even one piece isn’t working, you’re leaving money on the table.

This quick audit will help you see exactly where you’re strong, where you’re vulnerable, and what to tackle next.

First Name *

Last Name *

Email *

Is your website mobile-friendly and fast-loading?

Not at all

Kind of / not sure

Yes, fully optimized

Do you have a clear call-to-action above the fold (book, buy, or download)?

Somewhat / it’s buried

Yes, very clear

Do you track website performance with Google Analytics or Search Console?

I’ve set it up but don’t check it

Yes, it’s active and I review it

Do you have at least one opt-in or lead magnet funnel?

Yes, but it's not really working

Yes, and it brings in leads

Does your opt-in connect to an automated email sequence?

Kind of / partly connected

Yes, fully connected

Do you use a thank-you page with a next step or upsell?

Sometimes / basic message only

Yes, every funnel has a next step

Is your funnel branding/design consistent with your business?

Partly

Yes, fully branded

Do you send emails from a verified domain (SPF/DKIM set up)?

Not sure

Yes

Do you have at least one automated nurture sequence for new leads?

Drafted but not finished

Yes

Do you send regular broadcasts to your list?

Occasionally

Yes, consistently

Do you track your open/click rates?

Sometimes

Yes, always

Do you have a lead magnet that attracts your ideal clients?

Sort of / it’s outdated

Yes, and people want it

Do you have at least one reliable traffic source? (ads, SEO, referrals, social)

One source, but not consistent

Yes, at least one steady source

Do you track where your leads are coming from?

Roughly / manually

Yes, with tracking tools

Do you follow up with leads who don’t book or buy?

Sometimes

Yes, with automation or process

Are new leads automatically tagged or segmented in your CRM?

Partly / manually

Yes, automatically

Do you have reminders or reschedule flows for no-shows?

Sometimes / manually

Yes, automated

Do you manage all contacts in one system (no spreadsheets)?

Partly

Yes

Do you use automation for repetitive tasks (emails, scheduling, tagging)?

Somewhat

Yes, consistently

Could your systems run smoothly if you stepped away for a week?

Barely

Yes

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