A beginning-to-end review of one existing workflow to identify broken links, unnecessary steps, missing actions, and opportunities to make the process work more smoothly.
You built the workflow. You tested it. It worked.
And then you moved on to the next thing – as you should.
The problem is that your technology does not always stay exactly where you left it. Platforms update features, integrations disconnect, URLs change, forms get replaced, automations are edited, and businesses switch CRMs, domains, email marketing systems, or other software.
A workflow that worked perfectly six months ago may not work exactly the same way today.
Maybe someone fills out a form but never receives the promised download. Maybe they are being added to the wrong list. Maybe an old scheduling or meeting link is still buried somewhere in the process. Or maybe everything technically works, but the workflow has collected so many manual steps over time that it is taking far more effort than it should.
A Workflow Audit gives you a second set of technical eyes on one existing process so you can see what is working, what is not, and where there may be opportunities to improve it.
What Is a Workflow Audit?
A workflow is simply a series of steps that moves someone – or information – through a process in your business.
For example:
- Someone completes an opt-in form, receives a free resource, and enters an email follow-up sequence.
- A prospective client completes an inquiry form and their information is added to your CRM.
- Someone books an appointment and receives a confirmation, reminders, and meeting information.
- A new client signs a contract, pays an invoice, schedules their first meeting, and receives onboarding information.
- A customer purchases a product and receives the appropriate access, delivery information, and follow-up communication.
- Information collected in one platform is automatically transferred to another through Zapier, Integrately, a native integration, or another supported integration method.
With a Workflow Audit, I review one existing workflow from beginning to end to determine whether the individual pieces are working together the way they should.
You do not need to know where the problem is – or even whether there is a problem.
That is what I am looking for.
When a Workflow Audit May Help
A Workflow Audit may be useful if:
- You have not tested the entire process yourself in a while.
- You recently changed your website, domain, CRM, email marketing platform, scheduler, or another tool involved in the workflow.
- You are not completely sure leads or clients are receiving everything they should.
- Your automation was built over time and has been edited several times.
- The process includes more manual steps than you think should be necessary.
- Information has to move between multiple platforms.
- You know the workflow technically works, but the process feels unnecessarily complicated.
- You are preparing for a launch, promotion, event, or other period when the workflow will be used more frequently.
- Something seems to be falling through the cracks, but you have not been able to determine where.
Sometimes the problem is a broken link or disconnected automation. Other times, everything works – there is simply a more efficient way to accomplish the same thing.
Both are worth knowing.
What I Review
Every workflow is different, so exactly what is reviewed will depend on the systems and steps involved.
During the audit, I follow the workflow from its starting point through the end of the defined process and review applicable elements such as:
- Forms, buttons, links, and other starting points
- Automation triggers and actions
- Tags, lists, statuses, or other CRM and email marketing actions
- Emails, files, confirmations, and other materials delivered during the process
- Scheduling and meeting information
- Connections and handoffs between platforms
- Manual steps that may be unnecessary
- Steps that appear to be missing
- Opportunities to consolidate or simplify the process
- Available integrations or automation opportunities that may reduce manual work
- Areas that may create unnecessary confusion or friction for the person moving through the workflow
- Obvious inconsistencies or errors encountered while testing the process
The goal is not to make your workflow more complicated in the name of automation.
It is to determine whether the process is doing what you need it to do – and whether there is a practical way to make it work better.
What You Receive
Workflow Audit – $99 Per Workflow
Your Workflow Audit includes:
- A beginning-to-end review of one existing workflow
- Testing of the applicable links, steps, automations, and handoffs within that workflow
- Review for potential gaps, unnecessary steps, or opportunities for consolidation
- A recorded video walkthrough explaining what I found
- A written report with recommendations for any suggested changes
If everything is working exactly as it should, I will tell you that too.
The purpose of the audit is not to manufacture a list of things that need to be changed. It is to give you an independent technical review of the process you already have in place.
What Is Not Included
A Workflow Audit is a review of an existing workflow.
It does not include:
- Building a new workflow from scratch
- Implementing the recommended changes
- Auditing every workflow or system in your business
- Complete copyediting, branding, or website design services
- Reconfiguring software or integrations as part of the audit itself
If you need a new workflow built or would prefer to hand off the recommended changes rather than complete them yourself, those services may be available separately.
What Happens After the Audit?
What you do with the findings is completely up to you.
You can:
Make the Changes Yourself
Use the recorded walkthrough and written recommendations as a guide and make any desired changes within your systems.
Schedule Consulting or Training
If you would like to discuss the recommendations or need help learning how to make the changes yourself, you can schedule a consultation or one-on-one training session.
Have Me Implement the Changes
If the recommended work falls within my services, you may be able to submit the changes as a Temp Tech request and have me complete them for you.
There is no requirement to purchase additional services after your audit.
Common Questions About Workflow Audits
Do you build the workflow during the audit?
No. The workflow should already exist.
The purpose of the audit is to review an existing process from beginning to end and identify technical problems, missing steps, unnecessary complexity, or opportunities for improvement.
If you need a new workflow created, that would be handled separately as a technical support project.
Do I need to know what is wrong before booking an audit?
No.
You may already suspect that something is not working correctly, or you may simply want someone to test the process and make sure everything is still working the way you intended.
Either is fine.
What counts as one workflow?
One workflow is one defined process that I can follow from its starting point through the steps that belong to that process.
For example, your lead magnet opt-in and follow-up automation may be one workflow, while your client onboarding process would be another.
If your request includes several unrelated processes, they would need to be reviewed separately.
Will we meet to discuss the audit?
A meeting is not included with the Workflow Audit.
You will receive a recorded walkthrough explaining the findings along with written recommendations. This allows you to review the information at your convenience and return to it when you are ready to make changes.
If you would like to discuss the results one-on-one, you are welcome to schedule a consultation or training session separately.
Can you make the recommended changes for me?
Possibly.
If the recommendations fall within the services I provide, you may be able to submit the implementation as a Temp Tech request.
You are also welcome to make the changes yourself or work with another provider. The Workflow Audit does not require you to purchase implementation services from Kopf Consulting.
Ready to Take a Closer Look at Your Workflow?
You do not have to wait until a client tells you a link is broken or you discover that leads have been missing an important step for weeks.
A Workflow Audit gives you a beginning-to-end look at one existing process so you know what is working, what may need attention, and where the workflow could potentially be simplified.
Not sure whether a Workflow Audit is the right service for what you are experiencing?