Workflow Clarity Audit
From Chaos to Clarity in Your Automations
A premium workflow + segmentation audit for entrepreneurs who want systems they can trust. Clarity, confidence, and a cleaner backend without the overwhelm.
When your automations feel chaotic, your business feels chaotic.
Most entrepreneurs build their workflows piece-by-piece over months or years. And eventually… things stop flowing.
You start losing leads, wasting time, and second-guessing your entire backend.
Emails don’t trigger correctly
Segments are confusing or misfire
Leads get stuck
Duplicate tags + broken logic
Low conversions without knowing why
Your system isn’t failing it just needs clarity.
Introducing the Workflow Clarity Audit
A strategic audit of your entire automation + segmentation setup — designed to show you exactly what’s working, what’s broken, and how to fix it fast.
Total clarity on your customer journey
A cleaner backend you can trust
Higher-converting workflows
Organized tags + segments
A clear plan for scaling
Peace of mind
What’s included
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I review each workflow step-by-step to understand how your automations are actually functioning — not how they were intended to work.
This includes:
Triggers and entry points
Timing and delays
Conditional logic
Email sequencing
Flow paths and exits
I identify where things are breaking down, overlapping, or causing leads to get stuck — and flag opportunities to improve flow and conversions.
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I audit your tags, segments, and rules to ensure subscribers are being categorized correctly and consistently throughout their journey.
This includes:
Reviewing tag and segment logic
Identifying duplicates or conflicts
Ensuring forms, funnels, and products apply the correct tags
Recommending a cleaner, more intuitive structure
The result: an organized backend that supports smarter follow-up and better targeting.
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You’ll receive a polished, easy-to-understand audit report outlining exactly what’s happening inside your system.
The report includes:
What’s working well
What’s broken or misfiring
What needs to be updated or removed
Priority fixes (what to address first)
Strategic recommendations for improvement
No vague feedback, just clear, actionable guidance you can actually use.
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This audit goes beyond surface-level fixes.
I look at your workflows through the lens of:
Customer experience
Conversion optimization
Long-term scalability
You’ll receive thoughtful recommendations that help your systems work with your business goals, not against them, so you can grow without constantly revisiting your backend.
Choose Your Audit Tier
Mini Audit
(1–3 workflows)
$275
✔ Perfect for simple setups or a single funnel
✔ Ideal if you have a welcome sequence or one core automation
✔ A clear, fast way to get expert eyes on your system
Standard Audit
(4–6 workflows)
🌟 Most Popular $550
✔ Ideal for coaches and digital product sellers
✔ Covers your core customer journey from opt-in to conversion
✔ Identifies gaps, misfires, and optimization opportunities
Full Ecosystem Audit
(7–10 workflows)
$900
✔ Designed for multi-offer businesses
✔ Includes a full segmentation map
✔ Bonus example optimized workflow for clarity and best practices
All audits include a detailed Workflow Clarity Report with prioritized recommendations.
Premium Audit
(11+ workflows)
Custom, starting at $1,200
✔ Best for complex, established systems
✔ Deep-dive review of your entire automation architecture
✔ Custom scope based on complexity and volume
How the Workflow Clarity Audit Works
01 — Select Your Audit Tier
Choose the level that matches your system.
02 — Securely Grant Access
Quick + safe access form sent right after checkout.
03 — Audit Completed
Delivered within 5–7 business days.
04 — Review & Implement
Use the Workflow Clarity Report or upgrade to implementation.
Is the Workflow Clarity Audit Right for You?
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You’ve built workflows over time with no cohesive structure
You’re losing leads and don’t know where
Your customer journey feels confusing
Segments + tags feel messy
You want clean systems you can trust
You want higher conversions
You want someone to tell you EXACTLY what’s going on
If you nodded at least once… this will change everything.
Your Questions, Answered
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I primarily audit workflows and automations built in Flodesk, but I also have experience working inside Kit (formerly ConvertKit) and Mailchimp.
The Workflow Clarity Audit™ focuses on:
Email workflows and automations
Triggers, timing, and logic
Tags, segments, and subscriber paths
Forms, landing pages, and opt-ins connected to your email platform
If your system involves additional tools connected to your email marketing (such as checkout platforms or form integrations), I’ll review how those connections impact your workflows as part of the audit.
If you’re using a different platform and aren’t sure whether it’s a fit, feel free to reach out before booking — I’m happy to confirm.
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No meeting is required. The Workflow Clarity Audit is designed to be efficient and asynchronous. Once you complete checkout and grant access, I can fully review your system and deliver clear, actionable results without a live call.
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Most audits are completed within 5–7 business days once access is granted.
More complex systems (Premium tier) may require additional time, which will be communicated upfront. -
You’ll receive a Workflow Clarity Report (PDF) outlining:
What’s working
What’s broken or misfiring
Priority fixes
Strategic recommendations for improvement
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Implementation is not included in the audit by default. However, you can upgrade to done-for-you implementation after receiving your audit if you’d like me to apply the fixes directly.
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That’s exactly why this audit exists.
Everything is explained clearly and in plain language. No tech jargon, no assumptions. The goal is clarity and confidence, not overwhelm. -
Choose the tier based on the number of workflows you currently have, not how many you plan to build. If you’re between tiers or unsure, the Standard Audit (4–6 workflows) is the best fit for most businesses.
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Due to the nature of this service and the immediate time invested once access is granted, all sales are final.
Please review the offer details carefully before booking. -
Yes. Access is used solely for the purpose of completing your audit and is removed once the project is complete. Your data and systems are treated with confidentiality and care.
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If you have 11 or more workflows, you’ll need a Premium Audit. Pricing for this tier starts at $1,200 and is quoted after reviewing system complexity.
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Yes. Many clients book an audit not because something is broken but because they want to ensure their systems are optimized, clean, and scalable before growing further.
Still have questions? You’re welcome to reach out before booking — I’m happy to help you choose the right fit.
