Audit to Elevate

Let me tell you about the time I tried to launch a group program without checking my automations. I had the emails written, the sales page looking cute, and I even had a little Canva countdown timer (because drama).

Launch day hits. I’m hype. Then... nothing. Crickets. Turns out, I never connected the "Buy Now" button to the payment link. Not one email sent. Not one payment processed. Just vibes.

I laughed. Then I cried. Then I drank iced coffee and fixed it.

But the truth is—this happens to a lot of us. We get so focused on what’s next, we forget to double-check what’s already running. And while “done is better than perfect” is a cute Instagram quote, “checked and confirmed” is the one that saves your business from a hot mess express.

That’s why we’re kicking off June with a Mid-Year CEO Check-In: Audit & Adjust. No new builds. No flashy launches. Just pulling out the flashlight and looking under the hood.

Let’s go from chaos to clarity together.

Audit & Adjust: Your Business Needs a Tune-Up

Imagine your business like a car. It might look sleek on the outside. The social posts are glossy, your logo is popping, the bio has the perfect dash emoji. But under the hood? Whew. Wires are loose. Oil’s low. Tires are bald. That thing is one mile away from a breakdown.

Auditing isn’t sexy. But it is essential.

Let’s dig into the exact areas you need to check—and what to do when something’s out of alignment.

1. Audit Your Offers

Offer Alignment & Value Proposition

As markets evolve, so do your clients’ needs. What worked six months ago might feel off now—and that’s okay. Auditing isn’t just about retiring offers. It’s about realigning them so they stay relevant and impactful.

Ask yourself:

• Is this offer still solving a current, urgent problem?

• Have client goals or pain points shifted?

• Does the value of the offer match the way it's being presented?

Action Steps:

• Interview recent or ideal clients. Ask what they really need right now.

• Revisit your sales page: is the transformation still clear and compelling?

• Update positioning, pricing, or bonuses to better reflect current value.

Amber Insight: I reworked one of my evergreen offers after noticing declining engagement—not because it was bad, but because the way I was talking about it felt outdated. After refreshing the copy and tying it to a more relevant pain point, conversions tripled that month.

Ask yourself:

• Which offer is still converting consistently?

• Which one feels “meh” but you’re clinging to it because it used to work?

• Are you secretly resenting the amount of work an offer takes vs. what it brings in?

Action Steps:

• Use data. Review sales over the last 6 months. What’s the top earner?

• Ask your audience what they need now. Markets evolve.

• Simplify: Is there something you can retire or merge?

2. Audit Your Time

Time is money. But if you don’t track it, you’re just guessing where your energy is going.

Ask yourself:

• Where does my time actually go during the week?

• Am I doing $10 tasks (like formatting PDFs) or $10,000 tasks (like pitching partnerships)?

• What drains me vs. what fuels me?

Action Steps:

• Use a time tracker for one week. I recommend Clockify or Toggl.

• Color-code your calendar to show where you're spending creative vs. admin energy.

• Delegate or automate at least ONE task this week.

3. Audit Your Client Experience

Your client experience is your silent sales rep. If it’s clunky, confusing, or chaotic—they won’t refer, rebook, or rave about you.

Ask yourself:

• What does onboarding look like? Is it automated and clear?

• How do I collect feedback or testimonials?

• Are clients finishing your offer? Are they satisfied?

Action Steps:

• Write out your entire client journey: from discovery to delivery.

• Plug any gaps. Update welcome emails, create walkthroughs, etc.

• Build a simple offboarding process that includes review requests.

Amber’s Experience: When I added a 3-minute Loom walkthrough to my onboarding emails, my support tickets dropped by 80%. Clarity breeds confidence—for your clients and your team.

4. Audit the Money

Listen, I know numbers make some of y’all twitchy. But this part matters.

Ask yourself:

• What’s my monthly recurring revenue vs. one-off sales?

• What subscriptions am I paying for and not using?

• How much profit am I actually keeping after expenses?

Action Steps:

• Run a Profit & Loss report using Wave, QuickBooks, or Notion templates.

• Cancel unused tools (bye, third video editing app you never opened).

• Check for price increases or opportunities to raise your rates.

Fun Fact: One of my clients found she was paying for two CRMs. She canceled one and used the savings to upgrade her email platform—leading to better open rates and more sales. Boom.

Digital Security & Data Management

Business audit isn’t just about money and systems—how secure is your data?

Ask yourself:

• Are my client records and sensitive information securely stored?

• Do I have a password management system in place?

• Have I backed up my email list and digital products?

Action Steps:

• Use tools like LastPass or 1Password to secure login credentials.

• Schedule monthly backups of your website and email list.

• Review and update your privacy policy if needed—especially if you collect user data.

Amber’s Reality Check: I once lost half my email list due to a system glitch. Now, I backup weekly and sleep better because of it. Don’t wait for a digital disaster to take this seriously.

Sometimes, the biggest leaks in your business aren’t in the obvious places. Here are two more areas that often go unchecked—but deserve your attention:

5. Audit Your Messaging

Your message is how people connect with your brand. But if your tone, visuals, or bio are stuck in 2021... it might be time for a glow-up.

Ask yourself:

• Is my content still speaking to my ideal client?

• Do I clearly articulate what I offer and who it’s for?

• Am I consistent across platforms?

Action Steps:

• Update bios, taglines, and pinned content.

• Do a quick scroll audit of your social media feed. What’s your content actually saying?

• Use recent client language in your posts and sales copy.

6. Audit Your Team (Even If It’s Just You)

Whether you have a VA, a team of five, or just your coffee and ambition, you need to know what roles exist—and what’s missing.

Ask yourself:

• Am I holding onto tasks I should delegate?

• Do I have clear SOPs or am I just sending voice notes and vibes?

• Are team members empowered to make decisions, or constantly waiting on me?

Action Steps:

• Write down everything you do in a week. Circle what only you can do.

• Start documenting repeatable processes with Loom or Notion.

• Set monthly team check-ins, even if it’s just to realign your own goals.

Adding these layers to your audit ensures your business is not just functioning—but flowing. Now let’s dig into the core four...

Case Study: Tanya the Notary

Tanya came to me saying her premium offer wasn’t selling. Her content was good, the offer was solid, but no one was clicking “buy.”

When we audited her site, we realized:

• The checkout button was buried halfway down the page.

• There was no clear explanation of what the offer included.

• Her testimonials were outdated.

She revamped the layout, added bullet points, swapped in fresh testimonials, and made the button visible above the fold.

Within 48 hours, she booked 3 new clients.

It wasn’t a pricing issue. It was a positioning issue—and the audit helped her fix it fast.

Supporting Resources & Links:

Final Thought:

Auditing might feel tedious in the moment, but it's how you build a business that lasts. You’re not just tightening screws—you’re setting the stage for bigger wins with fewer headaches. This is how we scale without the burnout, pivot with confidence, and make the rest of the year work for us.

So pause, pull up your dashboards, peek behind the scenes—and do the work your future CEO-self will thank you for.

You’ve got this.

PS: This month we’re staying in CEO energy. No hustle. No burnout. Just building smarter systems so you can grow with grace and receipts. Let’s go.