Business Auditing for OBMs | $197

This class shows you how to audit a client’s business before diving into systems or operations. You’ll learn what to look for, how to document it, and how to turn your findings into clear next steps—whether that’s a retainer, a project, or a paid strategy session.

GET ACCESS TO THE CLASS

Downloadable Resources

This class comes with ready made templates so you can implement and learn immediately.

On-demand video

Learn the skills you need in hours and not months for each lesson.

Lifetime Access

Keep your class materials for

the life of the program.

This class is for you if

Are an OBM who wants to confidently lead client audits.
Feel unsure about what to look for when reviewing a client’s backend.
Need a repeatable framework you can use for any client.
Want to turn audits into offers that sell.

Template Inclusions

Plug-and-play Business Audit Template (to Conduct the Business Audit)
Client Audit Summary Template
Next Steps Client Email Template
Audit to Offer Service Kit

What You'll Learn

L1: The D.E.E.P Framework - Learn the structured method to guide every client audit.
L2: The Four Audit Pillars - Understand the four areas every OBM must evaluate.
L3: Steps to Conducting a Business Audit - A repeatable, step-by-step process from start to finish.
L4: How to Present Your Offer Findings - Turn audit insights into clear, client-ready deliverables.
L5: Continuity Conversation- Use your audit to set up retainers, projects, or ongoing strategy sessions.

Frequently Asked Questions

Do I need to already have clients to use this?

Nope. This class works whether you’re brand new and want to practice audits, or you’re already working with clients and want a structured process.

How long will it take me to complete the class?

You can get through the lessons and templates in just a few hours. The goal isn’t to overwhelm you with content — it’s to give you a process you can start applying right away.

What tools do I need?

Nothing fancy. The templates are provided in Google Docs/Sheets, and the main audit is conducted via an Airtable Database that automates to the Google doc.

Will this class help me turn audits into paying offers?

Yes. That’s the whole point. You’ll learn how to run an audit and package it into something you can sell — as a standalone service, a lead magnet, or part of a retainer.

How long do I have access to the class?

You’ll have lifetime access to the class materials for as long as the program is offered. Access covers the version you purchase at checkout; updates or future versions are not guaranteed.

Ready to Lead Client Audits With Confidence?

Get the framework that every OBM needs to lead online business audits.

This class shows you exactly how to run client audits that uncover gaps, highlight opportunities, and position you as the strategic partner every business needs. Clear, repeatable, and ready to use with your next client.