Systemise & Scale Up
What to expect in your System Audit

The System Audit Session is a key part of our Systemise & Scale Up (S&S) Program. This is where we’ll get to the heart of your current business processes, challenges, and goals.

From there, we’ll build you an automated, digital ecosystem so your business practically runs itself—while you do more of the things you enjoy!

Before your System Audit Session…

First, we’ll have a Discovery Call to get to know each other! We’ll ask you to clarify:

  • Your products and/or services
  • Current business challenges
  • Outcomes you’re hoping to achieve
  • Software and programs you’re currently using

This will give us an initial overview of your business and priorities so we can set the trajectory for the entire project.

Once we’ve got the details down, our S&S Team will book a System Audit Session with you to start systemising your business for success.

How do you prepare for a System Audit Session?

Before we tackle your business challenges head-on, take a moment to reflect on the following:

  • What gives you headaches right now?
  • What tasks do you put off even though you KNOW they’re important?

We also encourage you to bring your colleagues along for this session. The more perspectives and input we have at the table, the better equipped we are to create a tailor-made solution for your business.


Outsourcing Angel sat down with me from start to finish asking about what systems and processes I’ve got in place and why. The answer was often because I’ve always done it that way, but he [our S&S Expert] was able to ease me towards the solution.

Tom Etherington
Founder, Connect Content

What to expect in your System Audit Session

Our main goal is to make your life EASIER. To achieve that, our Customer Success & Automations Manager will facilitate the System Audit Session and aim to:

  • Understand your company departments and interrelationships
  • Review your existing Customer Journey
  • Identify key processes to systemise
  • Scope out automation opportunities

This might sound overwhelming at first, but don’t worry! We’ll facilitate and walk you through the process to ensure that you feel just as empowered to streamline your operations and take your business to the next level.

Here’s a step-by-step of how we’ll guide you throughout the session.

1. Understand your company departments and interrelationships

First, our S&S Team will show you a customised company map based on the initial Client Interview you did with us. It will look similar to this:

These are the targeted processes that required immediate attention: Yellow

These are the targeted processes that required immediate attention: Yellow



Social Media Content

Email Marketing



Strategy Calls


Follow-up Sequence


Client On-boarding


Social Media Packages

Coaching Program

Admin Support

Customer Support Emails



Payment Collection

We’ll go over the map together and ask for your input on:

  • Your different departments and employees and how they work together
  • The platforms you’re currently using for each department
  • How your products and/or services are managed across different departments
  • How you serve your customers
  • Which areas are holding you back from achieving your goals
  • Which areas are giving you the biggest headaches

At this stage, we must develop a deep understanding of your department interrelationships. This will help us identify automation gaps and opportunities to streamline your workflow and make your life easier. So, don’t hold back! We encourage you to be as detailed as possible.

2. Review your existing Customer Journey

Next, we’ll dissect your end-to-end Customer Journey. Our discussion will revolve around the following points:

  • What recurring tasks you’re doing manually
  • How you currently acquire, onboard and work with your clients
  • How your different departments work together to carry out each stage of the customer journey
  • How your platforms talk to each other
  • How you track, organise and manage client information and projects
  • Whether you have any existing templates, forms or guides

Don’t forget to give us both positive and negative feedback you’ve received from clients! They’re the heart of your business, and their feedback is critical to its success. We’re open to any relevant reviews you feel we should know to enhance your current processes.

3. Identify key processes to systemise

Third, we’ll pinpoint key process areas that are draining most of your energy and time. With your team’s input, we’ll figure out how to make life easier for everyone! 😉

We’ll talk through:

  • Any ongoing issues you’re experiencing
  • Your biggest pain points
  • How you’re currently doing things and why
  • Missed opportunities (e.g following up on leads, standardising proposals/quotes, etc)

  • Bottlenecks impacting the client experience (and how to relieve them)
  • Apps to help streamline your existing key processes and enable scalability

We’ll also identify tasks that would be better managed by a virtual assistant. With someone else handling the time-consuming work, you’ll have more time to focus on the bigger picture.

And take note—we’ll challenge the way you’ve done things before! We’ll bring fresh perspectives to the table, introduce new ideas and strategies, and collaborate with you to develop plans of action that work best for your business.


I came for a VA not really knowing what was involved in that process… and it became clear to me that we couldn’t just drop a VA in my business the way it was.

There were a lot of different systems and things that were only in my head and they weren’t written down. And I was using 3 or 4 systems when I probably could have used one. I realised that was an issue.

Tom Etherington
Founder, Connect Content

4. Scope out automation opportunities

Towards the end of the session, we’ll have pinpointed how we can automate your entire business model to free up your valuable time. Plus, we’ll also know:

  • Which processes require our immediate attention

  • What platforms and digital tools to recommend
  • What tasks we should hand over to a VA
  • The total scope of work for our S&S Team

Below are examples of some digital tools we may use for automating & systemising your business:

What happens after the System Audit Session?

Sit back, relax, and let us do our magic!

We’ll setup a Deep dive session to really dig into understanding how you currently execute the key processes and map out the future workflow (with the automations, tools and/or VA support) of what it’ll look like.

We’ll stay in touch every step of the way, keeping you updated on our progress and making sure you’re comfortable with the changes we’re making.

Within 90 days, you’ll be running your business on autopilot. Plus, you’ll have more time and energy to focus on growing your company (and going on a vacation or two).

How do we know our process works? Take a look at our clients’ success stories below!

Hear from Happy Clients

Sydney, Australia


Plane Pal

Sam is the Founder and Director of Australia’s favourite travel pillow brand, Plane Pal.

Plane Pal has been growing rapidly and it became impossible for Sam to manage all the customer enquiries across Shopify, Gmail and social media. So she contacted us in search of a Customer Service Virtual Assistant. 

We soon found out that Sam was also packing and sending the online orders as well as manually updating distributor reports. This was eating up all her time and energy, as well as creating stress for herself.

Here’s how our Systemise & Scale Up Team helped Sam go from hands-full to hands-free within 6 weeks.

Sydney, Australia


Co.Lab Space Sydney

Jenny Dinh is the Founder of Co.Lab Space, a Social Media Agency specialising in product photography, social media content creation and social media management. 

She contacted us because she was handling everything herself and had no time or resources to take on more clients. She had hit the ceiling of what she could earn and wanted a virtual assistant to assist with admin and social media.

However, since Jenny has been running her business on her own and has never hired a virtual assistant before, this presented more urgent challenges. Jenny knew that it would take her well over a year to be able to systemise her business to allow her to hire a virtual assistant and take on more clients.

That’s when she stumbled across the Systemise & Scale Up Program (S&S), a process that allowed our team of Systemisation Experts to set up Co.Lab Space with the right systems, processes, automations and training before hiring a virtual assistant in just 4 weeks.

Sydney, Australia


Connect Content

Tom is the Founder of Content Marketing Agency, Connect Content and was fed up with wasting time on all the superficial things in his business that distracted him from client work.

He thought he was ready to outsource his day-to-day to a Virtual Assistant. But he quickly realised that his internal processes and digital set-up would not allow him to work seamlessly with remote staff….yet!

Within 3 weeks, our Systemise & Scale Up Team helped Tom transform his business with automated workflows, documented SOPs and a Virtual HQ.

Want your business to run on autopilot?
Systemise & Scale Up with us today!