Complete Business Audit for Service-Based Founders

ClarityFlow Systems Audit

A high-level business & systems audit for coaches, creatives, and service providers who are ready to align their backend with the level of growth they’ve already stepped into.

Book a clarity call

Has your growth outpaced your systems? Maybe…

✺ Systems that once worked now feel slow, scattered, or fragile

✺ Tools that were quick fixes are now costing time and clarity

✺ Onboarding, delivery, and team workflows are inconsistent or manual

✺ Data is spread across platforms, and decisions are being made without visibility

If your clients are getting amazing results and your calendar is packed, but behind the scenes things are starting to crack, it’s time to reset your foundation.

What is the ClarityFlow Systems Audit

A one-time, holistic business audit that gives you:

✓ A full systems review across your backend, operations, team, offers, and delivery flow

✓ Strategic insights across your tech stack, funnels, content, and client experience

✓ A detailed audit report with key findings, blind spots, and actionable recommendations

✓ A customised ClickUp-based roadmap to clean up what’s clunky and optimise what’s working

✓ The ClarityFlow™ Systems Health Index – your business scored across 7 core pillars

✓ A mapped Client Journey to spot missed steps, friction points, and optimisation gaps

✓ A 60–90 minute debrief call to walk through your results and prioritise your next moves

✓ Optional implementation support if you want our team to handle the build-out with you

This is a white-glove audit designed for experienced business owners who are ready to operate with precision and intention.

I'm So Ready

What I Review

Every audit is tailored, but our review typically covers:

✺ Offer suite and delivery systems
✺ Funnels, lead generation, and sales processes
✺ Onboarding and client experience workflows
✺ Team and task management
✺ Automations, tools, and integrations
✺ SOPs and documentation
✺ Business planning and decision-making rhythms
✺ Metrics, dashboards, and performance visibility
✺ Time use and CEO capacity
✺ Legal, brand, and operational risk coverage

Sign me up!

Who is this for:

This is for experienced coaches, creatives, consultants, and service providers who:

⟶ Are scaling and want more structure behind the scenes

⟶ Have a team or plan to hire and need better delegation systems

⟶ Want to make decisions based on data and visibility, not gut feel

⟶ Are onboarding, delivering, and supporting clients at a high level

⟶ Feel the strain of too many manual processes and overlapping tools

1.

APPLY OR BOOK YOUR AUDIT

Once you apply or book, you’ll receive a short intake form so we can get the full picture including your business model, team, tools, and where you’re feeling the friction.

2.

We go behind the scenes

Over the next 7–10 days, we’ll review your systems, offers, delivery, and backend operations. Every insight is mapped, scored, and translated into a streamlined ClickUp roadmap built around your business.

3.

Your audit REPORT IS READY

You’ll receive a detailed report, your custom ClickUp board, and a private Loom walkthrough to guide you through the findings. Then we’ll schedule your 1:1 debrief session to dive deeper and prioritise what’s next.

4.

You choose your next step

You can hand the roadmap to your team, take action at your own pace, or stay supported through an implementation package or retainer. We’ll recommend the best next step based on your goals.

The ClarityFlow Framework

WHAT’S INCLUDED

✓ Pre-audit questionnaire to understand your business model, team, tech, and goals

✓ Full backend review across every operational layer
✓ Strategic audit report with commentary, scorecard, and quick wins
✓ Visual audit roadmap in ClickUp
✓ Private Loom walkthrough
✓ 60–90 minute debrief call with Jolene
✓ Access to audit recommendations and fix queue (so you or your team can take action)

Optional: Implementation support or VIP Week for hands-on rebuild

FOUNDERS RATE (LIMITED TIME)

This is the very first time I’m offering the full ClarityFlow™ Audit publicly. As I open up this work to a wider audience, I’m offering a special Founder’s Rate of AUD $1,500 in exchange for thoughtful feedback and (with your permission) a testimonial once we’ve wrapped.

If you’ve been waiting for the right time to get your backend sorted, your operations optimised, and your business foundations reviewed with care — this is it.

Investment

AUD $1,500

or 2 payments of AUD $775

(one today, one in 30 days)

Pricing will increase for future audits.
This offer is limited to a handful of early clients.

I'm SO READY

Or Choose the audit that fits for what you need:

Essentials Audit

For the business owner who wants to get the backend working better

A clear, practical review of your core systems, tools, and operations so you can stop patching things together and start building a business that runs more smoothly.

Includes:
✺ Backend systems and delivery audit
✺ ClickUp, Notion, or Airtable setup review
✺ Client onboarding and task flow overview
✺ Delegation and team support check-in
✺ Tech stack review & suggestions
✺ Prioritised action list
✺ 60-minute debrief call

Investment: $750 AUD

I'm SO READY

Funnel & Offer Audit

For the coach, consultant, or creative who wants to realign their funnel, offers, or client journey

You’re launching, refining, or rebuilding something but it feels clunky or unclear. This is where we look at what you’re selling, how you’re delivering it, and what needs to shift so it flows better for both you and your clients.

Includes:
✺ Review of up to two offers or funnels
✺ Sales page, opt-in, and tech flow review
✺ Client experience or delivery sequence overview
✺ Email marketing and automation check-in
✺ Offer clarity and alignment feedback
✺ Strategic recommendations and simplified fixes
✺ 60-minute debrief call

Investment: $950 AUD

I'm SO READY

I’m Jolene

ONLINE BUSINESS MANAGER, Integrator & coach

I’m a multi-passionate mama, online business manager, and certified embodiment coach who helps purpose-driven entrepreneurs build businesses that run as smoothly behind the scenes as they look on the outside.

With over a decade of experience managing top brands across digital projects and creative operations, I understand how quickly growth can lead to complexity. I’ve also lived the reality of burnout, which is why I’m deeply committed to helping others create businesses that support their wellbeing as much as their revenue.

Now, I work with founders to bring order to the moving parts. Through strategic audits, sustainable systems, and thoughtful operations, I help you simplify what’s messy, strengthen what’s working, and build a backend that supports the way you want to lead.

From client delivery and team workflows to tech tools and systems strategy, I use platforms like ClickUp, Dubsado, and custom SOPs to design structure that reflects your values and meets you where you are in business and life.

My approach blends intentional strategy with embodied planning, creating businesses that are not just functional but deeply aligned and fulfilling.

If you’re ready to feel clear, supported, and in control of your growth, I’d love to work with you.

Let’s get your business back on track

The ClarityFlow™ Systems Audit gives you a clear, strategic view of your backend and a plan to support sustainable growth.

BOOK YOUR AUDIT

Love Notes

★★★★★

"Jolene has been supporting me as my OBM for over two years now, and has been an incredible asset to my business as it's grown and matured in that time. She is the perfect antidote to my scrambled, off-the-cuff way of doing things, and has put systems and frameworks in place to ensure that all runs smoothly with as little stress as possible. Something I particularly love and value is her initiative — she knows me and my business so well that she sees what needs doing and takes action to move things forward. This is such a rare quality and for a busy entrepreneur, is truly worth its weight in gold."

Stephanie Rigg – Relationship Coach

"Jolene was an absolute game-changer in my business. As my OBM, she helped us become scalable, lean, and agile by creating processes for launching, delivering programs and supporting clients that were invaluable to our growth. Not only is she a strategic thinker with an incredible ability to anticipate business needs, but she also genuinely cares about the success of the businesses she works with. Her dedication and deep commitment made her such a joy to work with, and I truly felt supported every step of the way."

Kate Wilkinson – Business Coach

"Jolene is incredibly talented and has created a website that is absolutely as I had hoped for. She has been extraordinarily patient throughout the past few months. I am based in London so there has been times when she has been waiting for me to complete tasks. No easy feat working for a client who is on the other side of the world, but Jolene has been continually cool, calm and hugely generous with her time. I am so delighted with my new website and logo, and I'm hugely grateful to Jolene for all her hard work."

Harriet Rowlands – No Place Like Home

"Jolene was an incredible asset to my business and overhauled everything! She set up systems and processes that changed my business and created wonderful client onboarding and offboarding journey for my clients. I loved working with Jolene!"

Louise Cornell – The VA Method Mastermind

"Jolene is an absolute pleasure to work with and I would recommend her to anyone looking for a talented designer and/or online business manager! I was grateful to have Jolene design the branding for my new business recently and I absolutely love everything she has created so far. Jolene is so creative and clever in her design and strategic in her thinking, as well as being very knowledgeable in all the support tools and technologies to streamline everything too. Thank you so much Jolene!"

Tracey C – Flower Theory Co

"Jolene was great to work with. Her onboarding process was smooth and deadlines were very clear from the outset. I look forward to more projects and highly recommend her work."

Amy – Retail Rockstars

"The website & branding Jolene created for my business far exceeded my expectations. The collaborative process was seamless, and Jolene's prompt and clear communication ensured the projects success."

Nelson – Nelson de Carvalho Coaching

"I reached out to Jolene when launching my new business. I needed a website as well as support setting up various systems and tools. I love my website. I think it really reflects me as a person, and my passion to make a difference in my way. Jolene has been terrific. She was so patient, which was great, but her knowledge and skills spoke for themselves. I've had so many compliments on my website and the clients keep pouring in."

Jocelyn Gill – Soul Support Coordination

"I cannot thank Jolene enough for her incredible expertise and creativity in developing my website and brand. Jolene was incredibly knowledgeable and patient with my never ending questions! She was able to guide me seamlessly through each step of the process, to an outcome that I'm absolutely thrilled with. It was absolutely fantastic to work with Jo, as it felt like an easy and fun collaboration throughout. Jo has a calm, organised, detailed and creative way of working that removed all the stress from the process. Anyone lucky enough to work with Jo will be thrilled with both the process and the final outcome. Highly recommend!"

Zoe Slater – Zoe Slater Education

"The absolute genius brain of Jolene has been fundamental in the support of our memberships + marketing team in their work in setting up Newsletter features and online user-friendly club memberships."

DJ – Noosa Pirates Rugby Team

"Jolene has been amazing. She was very patient with me and advised me along the way. We are so happy with the website it looks amazing, and we love the colours. Definitely a big tick for Jolene - she is a star."

Tate & Sue – All Abilities Public Speaking