Operational Clarity Audit

The Problem

If you feel like your days are consumed by administration, scattered tools, unfinished systems, and constant decisions, you’re not alone.

Most small businesses and nonprofits are overloaded

They’ve added tools, processes, and workarounds without ever stepping back to ask:

• What is actually working?

• What is wasting time?

• What needs attention, and what doesn’t?

The result is operational drag, decision fatigue, and leaders who are stuck managing chaos instead of running the organization.

What this audit does

The Operational Clarity Audit is a short, focused advisory engagement designed to bring calm and clarity back to how your organization operates.

I help you:

• Identify where time, energy, and money are leaking

• See which processes are adding friction instead of value

• Determine what can be simplified, automated, or removed

• Make clear, defensible decisions about next steps

This is not about adding more tools or chasing trends.
It’s about understanding what actually matters.

AI may be part of the solution. It may not.
The goal is clarity first.

What’s included

• Pre-audit intake review of your current operations, tools, and pain points

• One 90-minute working session focused on identifying core issues and decision blocks

• A written clarity brief, including:

  • The top 3 operational drags affecting your organization

  • What to stop, simplify, or automate

  • A recommended system flow that supports how you actually work

  • Clear next-step options, whether you implement with Pulse or independently

You leave with a grounded plan, not a list of software.

Who this is for

This audit is best suited for:

• Small business owners

• Nonprofit leaders

• Founders and directors

• Writers or creatives running organizations

Especially if you feel:

• overwhelmed by operations

• unsure what to fix first

• hesitant to invest in new tools without clarity

• tired of reacting instead of deciding

Investment

$3,500
This is a one-time engagement designed to create immediate relief and direction.

Some clients choose to implement recommendations through Pulse services.
Others take the clarity brief and move forward on their own.

Either way, the audit stands on its own.