Nonprofit: an example audit
A made-up nonprofit that runs on sponsors, volunteers and a yearly gala.
What we looked at
- How customers find you
- How they reach you, we found something here
- Booking, we found something here
- Follow-up
- The paperwork
- Past customers, we found something here
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
Past customers
“Last year’s sponsors said yes. I still haven’t found an open evening to ask them again.”
- Simplest stepA letter to every past sponsor, each name filled in, sent when you approve.
- A step furtherA follow-up to each sponsor on a steady schedule until they answer.
- The fullestNew sponsors who fit your cause, researched, with a first letter written.
How they reach you
“Schools, parents, volunteers and reporters all write in, and my inbox runs my day.”
- Simplest stepThe messages that need you pulled to the top each morning.
- A step furtherYour inbox read for you, with a reply drafted in your voice.
- The fullestA desk for your mail, your people and your calendar, in your brand.
Booking
“Gala RSVPs come in by email, by text and in the grocery line. I keep them on sticky notes.”
- Simplest stepA page where guests sign up themselves and get a confirmation.
- A step furtherInvitations sent in waves, with reminders before the night.
- The fullestEvery RSVP in one list, and your team told the moment someone answers.
Church: an example audit
A made-up neighborhood church with Sunday services and a full events calendar.
What we looked at
- How customers find you, we found something here
- How they reach you
- Booking
- Follow-up, we found something here
- The paperwork, we found something here
- Past customers
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
How customers find you
“New families search for a church nearby and find our old service times.”
- Simplest stepYour service times and address fixed everywhere people search.
- A step furtherA welcoming page: what to expect, where to park, where the kids go.
- The fullestHow you show up in AI answers checked, and what keeps you out fixed.
Follow-up
“A new family fills out a visitor card, and nobody reaches out until they’ve stopped coming.”
- Simplest stepVisitor cards typed in for you, every family on your list.
- A step furtherA welcome in your words, sent that same week.
- The fullestA welcome that keeps going, and the right leader told when they answer.
The paperwork
“Emails, the bulletin and the announcements eat my week. The sermon gets Saturday night.”
- Simplest stepAnnouncements turned into posts and graphics, for your okay.
- A step furtherYour inbox sorted, with a reply to each waiting in your drafts.
- The fullestYour week on one page each morning: who wrote, who needs a call, what’s on.
Daycare: an example audit
A made-up child care center with infant, toddler and preschool rooms.
What we looked at
- How customers find you
- How they reach you
- Booking, we found something here
- Follow-up, we found something here
- The paperwork, we found something here
- Past customers
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
Booking
“Parents book a tour and don’t come, after I’ve pulled a teacher off the floor for them.”
- Simplest stepA reminder the day before each tour, with where to park and sign in.
- A step furtherTour times parents pick themselves, with a confirmation.
- The fullestTours booked, reminded and rebooked for anyone who misses.
Follow-up
“After the tour they say they’ll talk it over at home, and weeks go by.”
- Simplest stepA thank-you after the tour, with the enrollment packet.
- A step furtherA friendly check-in on a steady schedule until they decide.
- The fullestYour waiting list hears from you, and learns first when a spot opens.
The paperwork
“Enrollment forms come back missing a page or a signature, and I chase parents at pickup.”
- Simplest stepEach form read for you, with what’s missing listed.
- A step furtherA friendly text to each parent naming what’s still missing.
- The fullestYour day on one page: who’s missing what, and who starts soon.
Tutoring or school: an example audit
A made-up tutoring center for reading, math and test prep.
What we looked at
- How customers find you, we found something here
- How they reach you
- Booking, we found something here
- Follow-up
- The paperwork
- Past customers, we found something here
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
How customers find you
“Parents ask around at pickup. Online, the big chains come up before we do.”
- Simplest stepA review asked for after a good report card comes home.
- A step furtherHow you show up when parents search nearby, checked and fixed.
- The fullestA page for each subject that makes booking a first lesson easy.
Booking
“Booking a trial lesson turns into a long text thread, and we still get the day wrong.”
- Simplest stepA link where parents pick a trial lesson time.
- A step furtherConfirmations, and a reminder the night before each session.
- The fullestWeekly sessions booked, reminded and moved in one place.
Past customers
“Every summer the students stop coming, and in the fall I’m starting over.”
- Simplest stepA note to last year’s families before school starts.
- A step furtherAn invitation to a back-to-school open house, with reminders.
- The fullestPast families grouped by subject and grade, hearing from you all year.
Home health care: an example audit
A made-up home care agency sending caregivers to families across the county.
What we looked at
- How customers find you, we found something here
- How they reach you, we found something here
- Booking
- Follow-up, we found something here
- The paperwork
- Past customers
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
Follow-up
“Families want to talk it over with a brother up north, and then they go quiet.”
- Simplest stepA nudge to you when a family goes quiet.
- A step furtherA kind check-in sent in your name a few days later.
- The fullestGentle follow-up that keeps going until the family is ready or says no.
How customers find you
“Most new clients come from a handful of discharge planners. When one moves on, we feel it.”
- Simplest stepA list of nearby hospitals, rehab centers and senior communities.
- A step furtherEach one looked into, with a first letter written for you to approve.
- The fullestA short brief on each before you go meet them.
How they reach you
“A daughter learns her dad comes home from the hospital tomorrow, and she needs answers tonight.”
- Simplest stepA kind text back when you can’t pick up, so she knows you’re on it.
- A step furtherHer questions answered by text that evening, from your own answers.
- The fullestYour phone answered when everyone is busy, and your on-call person told.
Trucking and logistics: an example audit
A made-up trucking company with a small fleet, hauling mostly brokered freight.
What we looked at
- How customers find you, we found something here
- How they reach you, we found something here
- Booking
- Follow-up
- The paperwork, we found something here
- Past customers
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
How customers find you
“Nearly all our freight comes through brokers. I never have time to go find direct shippers.”
- Simplest stepA list of shippers and warehouses that fit your lanes.
- A step furtherAn introduction written for each shipper, for your okay.
- The fullestSteady follow-up, and you told the moment a shipper answers.
How they reach you
“Quote requests hit my email while I’m on with a driver, and the shipper moves on before I get to it.”
- Simplest stepQuote requests pulled to the top of your inbox, a reply drafted.
- A step furtherThe right person told at once, with pickup, drop-off and date.
- The fullestA quote form on your website that asks for the load up front.
The paperwork
“Rate confirmations, carrier packets and bills of lading pile up in the cab until Sunday.”
- Simplest stepEach packet read for you, with the facts that matter pulled out.
- A step furtherYour day on one page: pickups, drop-offs and who needs a call back.
- The fullestYour systems connected, so every load gets typed in once.
Dumpster and scrap: an example audit
A made-up roll-off dumpster and scrap metal yard that grew on word of mouth.
What we looked at
- How customers find you, we found something here
- How they reach you
- Booking, we found something here
- Follow-up
- The paperwork
- Past customers, we found something here
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
How customers find you
“Search for a dumpster around here and the middlemen come up first. We’re the ones with the trucks.”
- Simplest stepA review asked for after every pickup.
- A step furtherYour listing fixed, with your sizes, towns and hours.
- The fullestA website with your sizes and a way to book from any phone.
Booking
“Drop-offs get booked by text and voicemail, and my driver finds out at the curb it goes in the back.”
- Simplest stepA text confirming the address, the date and where to set it.
- A step furtherCustomers book drop-offs themselves into your open days.
- The fullestBooking, confirmations and a pickup reminder when the rental is up.
Past customers
“An electrician who brought us his scrap every week just stopped. I only noticed when the scale went quiet.”
- Simplest stepA note to regulars you haven’t seen at the scale in a while.
- A step furtherContractors and homeowners in separate groups, each with a message that fits.
- The fullestNew builders and contractors nearby, researched, with a first email ready.
Photographer or creative studio: an example audit
A made-up photography studio shooting families, weddings and local brands.
What we looked at
- How customers find you, we found something here
- How they reach you, we found something here
- Booking
- Follow-up
- The paperwork
- Past customers, we found something here
Where we found something
What we found, in the owner’s words
Options, simplest to fullest
How customers find you
“Years of beautiful sessions sit in folders on my laptop, and my page has gone quiet.”
- Simplest stepPosts written in your voice around your photos, for your okay.
- A step furtherPosts designed in your brand and scheduled to your pages.
- The fullestShort videos cut from your galleries, with music and your logo.
How they reach you
“Couples write late at night to ask if their date is open, and I answer between shoots the next day.”
- Simplest stepYour inbox read, date questions on top, a reply drafted.
- A step furtherMessages on your pages and website answered day and night.
- The fullestCouples who are ready booked for a call on your calendar.
Past customers
“I photographed their newborn, and a year later their holiday card had someone else’s pictures on it.”
- Simplest stepA thank-you when the gallery goes out, with a review link.
- A step furtherA note to past families when holiday sessions open.
- The fullestPast clients grouped by newborn, family or wedding, with a note that fits each.
Your audit finds your own, with every option. You choose what happens next.
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