Free Growth & Systems Audit

Stop Losing Leads to Slow Follow-Up, Scattered Systems, and Inconsistent Marketing

I help U.S. small businesses build simple systems that capture inquiries, follow up faster, and create a clearer path from lead to booked client — without adding more staff or more chaos.

45-minute working session • recording included • written 90-day roadmap

Build the Systems That Turn Your Marketing Into Predictable Growth

Organize your leads, follow-ups, and client workflows so your business runs smoothly as it grows.

worked with service-based founders building lean, organized businesses

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Is this audit for you?

If You’re Like Most Small Business Owners Who...

built your business through hard work, referrals, and doing a lot yourself. But behind the scenes, things may still feel more manual than they should.

You know there’s room to grow — you just need better structure, better follow-up, and a simpler way to manage what’s already working.

You’re a fit if:

  • You rely heavily on referrals, repeat customers, or word-of-mouth

  • Leads come in, but follow-up is inconsistent or delayed

  • You don’t have a clear system for tracking inquiries and opportunities

  • Your online presence exists, but it is not helping you convert consistently

  • You want practical systems, not trendy tactics

  • You’re ready to improve how your business runs without building a full in-house team

This is not for you if:

  • You only want someone to post content without improving the bigger system

  • You expect instant results without changing your process

  • You already have strong systems, follow-up, and automation fully in place

  • You are not the person making decisions in the business

  • You are only comparing the cheapest possible option

WHY THIS MATTERS

Most Small Businesses Don’t Have a Lead Problem — They Have a Systems Problem

Leads get missed. Follow-up happens too late. Marketing is inconsistent. Customer information lives in too many places. And growth stays dependent on the owner remembering everything.

That is where momentum gets lost.

This audit helps you identify where things are breaking down and what to fix first, so growth feels more structured and less reactive.

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 a more organized way to attract, follow up with, and convert clients.

Instead of giving you more marketing tasks to manage, I help you build a simpler system behind the scenes — so leads get handled properly, follow-up happens faster, and your business runs with more clarity.

  • Capturing inquiries more effectively

  • Following up by SMS and email automatically

  • Improving how leads move through your process

  • Organizing the client journey from first contact to next step

  • Identifying opportunities to reactivate past customers

No unnecessary complexity. No bloated strategy. Just practical structure that supports growth.

WHAT YOU GET

What We’ll Cover in Your Audit

This is not a generic discovery call. It is a focused working session designed to help you see where your current systems are helping — and where they are costing you leads, time, or revenue.

During your audit, we’ll:

  • Identify where leads are slipping through the cracks

  • Review your current follow-up process

  • Assess your online presence and conversion path

  • Spot missed revenue opportunities

  • Map out a simpler, more effective system for your next stage of growth

You’ll leave with a clearer picture of what needs attention and what to prioritize first.

Step 1 — Quick context

Pre-call intake

You’ll complete a short application so I can understand your business, how you currently get clients, and where things may be slowing down.

Step 2 — The live audit

45-minute meeting session

We’ll walk through your lead flow, follow-up, client journey, and systems to uncover bottlenecks, blind spots, and areas for improvement.

Step 3 — 90-day roadmap

Written action summary

After the call, you’ll receive a practical summary with your biggest opportunities, key gaps, and the next steps that will make the biggest difference over the next 90 days.

What You’ll Leave With

By the end of the audit, you’ll have:

a clearer view of where leads are being lost

insight into what is slowing down your growth

a practical plan for improving follow-up and systems

a prioritized 90-day roadmap you can act on

clear next steps whether we work together or not

That means less guessing, less overwhelm, and more confidence about what to fix first.

get an audit now

Let’s Simplify Your Growth

If your business has outgrown manual follow-up, inconsistent marketing, or scattered systems, this is the next step.

Apply for your free audit and get a clearer plan for how to improve your lead flow, client experience, and day-to-day operations.

  • No cost, no obligation

  • 45-minute meeting working session

  • Recording + written summary

  • Clear next steps whether or not we work together

Client snapshots

My clients usually come to me because things feel scattered, manual, or too dependent on them. What they value most is having a reliable partner who brings more structure, consistency, and follow-through to the business.

"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, ...."

— 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?

Yes. This is a complimentary working session designed to help you identify growth and systems bottlenecks in your business. If we’re a fit to work together afterward, I’ll explain what that could look like. If not, you’ll still leave with clarity and practical next steps.

What happens after I submit my application?

You’ll complete a short application and then book your session. I’ll review your responses before the call so we can use our time strategically.

Do I need to prepare anything before the call?

Just complete the intake form thoughtfully. The more context you share, the more specific your audit and roadmap will be.

Will this be recorded?

Yes. You’ll receive a recording along with a written summary of the key takeaways and recommended next steps.

What if I already have a team and some systems in place?

That’s completely fine. This audit can still help identify gaps, inefficiencies, or opportunities to simplify and improve what you already have.

Who is this best suited for?

This is best for small business owners and service-based founders who are ready to improve follow-up, organization, and lead conversion with a more structured system.

get an audit now

Ready to Stop Losing Leads to Disorganization and Delayed Follow-Up?

Apply for your free Growth & Systems Audit and get a clear, practical plan for your next 90 days.

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 meeting session

  • Recording + written summary

  • Clear next steps whether or not we work together

Please only apply if you are the primary decision-maker in your business.

Your Strategic Partner

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