DIAGNOSE · PLAN · PRIORITIZE · BUILD

clarity changes everything

Black mug that reads “Better Systems Less Bullshit” beside a laptop in a sunlit workspace
CEO Haus — systems and automations for creative agencies
CEO Haus — systems and automations for creative agencies

DIAGNOSE · PLAN · PRIORITIZE · BUILD

clarity changes everything

$750

you just don't know what to fix first.

Your tools technically work, and your team gets the job done. Nothing is on fire. And yet...you're still answering the same questions, checking five places for information, working around things manually, and paying for tools you're pretty sure nobody fully uses.

you know something is off.

the systems audit

And yet the same problems keep coming back

You've asked your tem what they need

You've bought the other tool

You've documented the process

You've added the automation

You've reorganized the workspace

You've made adjustments but somehow the same weird shit keeps showing up in a slightly different outfit.

YOU'VE PROBABLY BEEN HERE AWHILE

THE PROBLEM ISN'T THAT YOU HAVEN'T TRIED TO FIX IT.

Where work enters
How it moves between people
Where your team leaves the system
Which information gets duplicated
Where you personally step in
What's being done manually
What's costing you time, money, attention or risk

i look at:

Not how the SOP says it runs. I'm looking for what's actually happening. The official process, unofficial process, and all the workarounds in between.

Because that's where the real story is, and where the biggest opportunities live.

i want to see how your business actually runs.

my approach

Styled workspace with “Good systems create freedom” artwork and books labeled Operations, Automations, Better Business, and Happier You

What order I'd fix everything in

What should (and should not) be automated

What needs to change

What I would leave alone

What's causing it

What's actually broken

what you get

you don't leave with "some ideas"

REAL AGENCY
REAL PROBLEMS
REAL INSIGHTS
REAL IMPACT

Laptop and black notebook on a desk representing agency systems planning and operational strategy
"In only 30 minutes, Lori found multiple gaps in my agency that would ultimately cost me money, time and potential legal problems."

jen hartmann · neat the agency

You're looking for a templated solution
You just want tool recommendations
You're not ready to make changes or invest in infrastructure
You're hoping I'll fix your entire business in an hour
You're a solopreneur, freelancer, or just getting started

probably not for you if:

Your business works, but way too much still depends on you.
Your team has workarounds you don't fully understand or know about.
You've accumulated tools instead of fixing the underlying problem.
You know things need to change but you don't trust yourself to know what actually matters first.

THIS IS FOR YOU IF:

You'll receive a clear breakdown, and prioritized roadmap so you know what to do next, and what to leave alone.

We'll review your business in a focused session. I'll ask a lot of questions, look at how things actually work, and identify what's underneath the symptoms.

You'll share your current setup, tools, processes and biggest pain points before our call.

you get how i'd fix it and in what order

i go find the actual problem

show me the mess

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how it works

Credited towards a solo build or systems overhaul

$750

60 minutes. one problem solved.

the investment

The actual audit is a focused working session where I go through how your business is currently running, what’s breaking, what your team is working around, and where you’re quietly losing time, money or brain capacity.

You’ll also get a written breakdown afterward so you’re not trying to remember everything we uncovered.

Don’t clean anything up for me first. Seriously.

I want to see the real setup — the tools you use, the workarounds, the random spreadsheet your PM made, the process that lives in Slack, all of it.

I’ll tell you what I need access to before we meet.

If a tool change is actually the answer, yes.

But I’m not going to tell you to move everything into my favorite platform just because I like it.

I look at how your agency actually works first. Then I tell you what should stay, what should go, and what needs to work differently.

Yep.

If you move forward with a Solo Build or Systems Overhaul, the $750 you paid for the audit comes off that next step.

You leave knowing what’s actually broken, what’s causing it, what I’d leave alone, and the order I’d fix everything in.

From there, you can take the roadmap and handle it yourself, have your team work through it, or bring me in to build it.

Absolutely.

In fact, that’s one of the main reasons the audit exists.

You do not need to diagnose your own business before you hire me to diagnose your business.

you've got questions.
i've got answers.

faq