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BUSINESS OPTIMIZATION ASSESSMENT

Stop wasting hours
on tasks your business

should be automating.

Your business may not need more software, more meetings, or more manual work. It may need the right systems connected the right way. We review your website, tools, workflows, and customer journey to find what’s costing you time.

Sample Systems Scan DGC-0192
Lead Follow-Up Speed MANUAL
CRM & Pipeline Setup DISCONNECTED
Appointment Booking REVIEWING
Review Requests NOT AUTOMATED
App Stack TOO MANY TOOLS
Website Tracking CLEAR
7
Business systems reviewed in every consultation
3
Consultation levels — from $250 quick review to $1,200 full audit
1
Written action plan you keep regardless of next steps
0
Generic advice — every recommendation is specific to your stack

Who This Is For

Built for businesses
losing time in the
gaps.

This consultation is for business owners who feel like too much of their time is being lost to repetitive work, disconnected tools, missed follow-ups, manual messages, scattered customer information, or unclear systems.

Small Business Owners Service Businesses Ecommerce Brands Coaches & Consultants Local Businesses Creative Businesses Blue-Collar Service Companies Startups Preparing to Scale Teams Using Too Many Apps Businesses Tracking Leads Manually

The Real Problem

Your business may not need
more work. It may need
better systems.

Most businesses are not failing because the owner is lazy, the team isn’t working hard enough, or the product is bad.

Most businesses are leaking time because the systems are disconnected. Small digital fixes can create major time savings.

Leads come in but are not followed up with fast enough
Customers ask the same questions over and over
Quotes, forms, and invoices are handled manually
Social media, email, website, and CRM are not connected
Appointments are being scheduled through text messages
Reviews are not being requested automatically
Customers are not being nurtured after the first contact
Owners are making decisions without clear reporting

What The Consultation Covers

Seven systems.
One
complete review.

01
Business Workflow Review

How leads come in, how appointments are booked, how follow-up happens, and where the owner is still manually involved.

  • Lead intake process
  • Quote & payment flow
  • Task assignment
02
Website & Lead Capture

Whether your website is actually helping the business or just sitting online — forms, CTAs, booking links, tracking.

  • Contact forms + CTAs
  • Tracking pixels
  • Mobile experience
03
CRM & Follow-Up

How leads and customers are being tracked — pipelines, missed lead process, follow-up timing, re-engagement.

  • Pipeline setup
  • Missed call text-back
  • Reactivation campaigns
04
App & Software Review

What tools you’re currently using and whether they’re helping or creating extra work — reducing app clutter.

  • Current tool stack
  • Integration gaps
  • Consolidation options
05
Automation Opportunity Review

Small automations that save time immediately — new lead follow-up, reminders, review requests, onboarding.

  • New lead sequences
  • Appointment reminders
  • Reorder & renewal flows
06
Marketing System Review

Whether your marketing activity is connected to a real business outcome — not just activity for its own sake.

  • Social, ads, email, SEO
  • Funnels & retargeting
  • Reviews & reputation

What We Recommend

Small fixes.
Real
time savings.

Missed Call Text-Back Online Booking Automated Follow-Up Review Request Automation CRM Pipelines Lead Capture Forms Email Nurture Campaigns SMS Reminders Customer Reactivation Abandoned Cart Recovery Social Scheduling Tools Payment Automations Reporting Dashboards

Choose Your Level

Three ways to find
your
quick wins.

Tier 01
1-Hour Digital Growth Consultation

Best for businesses that need a quick review and immediate direction

  • 60-minute strategy session
  • Basic website and systems review
  • Top 3 automation opportunities
  • App recommendations
  • Quick-win summary
Investment
$250
Book This Session
Tier 03
Full Digital Growth Audit

Best for businesses ready to overhaul their systems

  • Pre-call intake form
  • Website and funnel review
  • CRM and automation review
  • Full app and software audit
  • Customer journey map
  • Automation blueprint
  • 90-day implementation roadmap
Investment
$1,200
Book This Session

What The Client Receives

Every consultation
ends with
deliverables.

01
Live Consultation Session

A focused strategy session reviewing your business, tools, workflow, and current digital setup.

02
Digital Systems Audit

A review of your current website, apps, CRM, marketing channels, automations, and customer journey.

03
App Recommendation List

A practical list of tools and apps that may help your business save time, improve follow-up, or reduce manual work.

04
Automation Opportunity Map

A list of recommended automations ranked by importance, impact, and ease of implementation.

05
Quick-Win Action Plan

A short, clear list of the first improvements your business should make.

06
Optional Implementation Estimate

If you want Dawg Haus Creative to build the recommended systems, we provide a separate quote after the consultation.

What You Walk Away With

You leave with clarity,
not
confusion.

Which tools are helping
Which tools are wasting time
What should be automated
Where leads are being lost
What apps make sense
What systems should be connected
What to fix first
What can wait

Real Results

I thought I was booking a simple consultation — but what I got was a full-blown business breakthrough. In three hours, we built a clear plan that finally made sense of all the chaos. He pinpointed exactly where we were leaking leads and helped me fix my funnel on the spot.
Matt Ziegler
Owner, Hydroscience Custom Formulations

Before We Talk

A few quick questions
help us
prepare.

What does your business do?
What are your biggest time-wasting tasks?
What do you currently do manually that you wish was automatic?
How do leads currently come in, and how do you follow up?
What CRM or software do you currently use?
What is the biggest operational headache right now?

Questions

Straight answers.

Is this a marketing call in disguise? +
No. This is a practical business systems consultation built to identify small changes that can save hours, reduce stress, improve follow-up, and help your business run cleaner. The deliverables stand on their own whether or not you ever hire us.
Which consultation level should I pick? +
If you just want quick direction, the 1-hour session works well. If you want a real roadmap across your website, CRM, apps, and marketing, the 3-hour deep dive is the most popular choice. If you’re ready to overhaul everything, the full audit gives you a 90-day implementation plan.
Do I need to prepare anything? +
Website access, a list of the apps/software you currently use, CRM access if applicable, and a clear idea of your biggest operational headache. The more you bring, the more specific and useful the session becomes.
What happens after the consultation? +
You receive a written summary of recommendations. If you want Dawg Haus Creative to build any of the recommended systems, we provide a separate implementation quote — there’s no pressure to continue if you’d rather implement it yourself or with another team.

Your business shouldn’t
depend on
manual follow-up
forever.

A few smart systems can save hours every week, improve customer experience, and help your business stop losing opportunities in the cracks.

No fluff. No generic advice. Just a clear look at what needs to be fixed, built, or improved.

Digital Growth Consultation — from $250 Book Now