Systems Audit

Feel lighter, more organized, and finally in control of your business backend.

A 90-day deep dive into your business’s systems and processes to bring clarity, ease, and a serious upgrade to the way you work.


Let’s be real for a second.

You didn’t build this business to feel like you’re sprinting on a treadmill that never stops. You built it because you had a vision: freedom, flexibility, fulfillment.

But right now, I would guess that the way things run behind the scenes is not matching the energy you want in your life.

And let’s just be honest…

When there's no system for recurring tasks, everyone feels that stress (including your team).

When a proposal gets delayed, your future client moves on to the next.
When you have no plan for visibility, it gets forgotten about.
When follow-up falls through the cracks, so does revenue.

This isn’t about being perfect. It’s about being proactive.

That’s where a Systems Audit
comes in.

By choosing one of the below areas to focus on, we’re about to… well, stay focused. And the domino effect that happens to your business when you fix one area is *chef’s kiss*

  • Sales Funnel Systems: Optimize your lead generation + sales funnel up until client onboarding so that your constantly bringing new members into your world and consistently hitting your sales goals.

  • Visibility Systems: Get super clear on your processes and systems for all things marketing in your business. When you have systems that hold your marketing with care you start to feel more grounded, and your audience feels that, too.

  • CEO Systems: With CEO systems, we are looking at ways to streamline high-level tasks like project management, team management, sales + projections, and your business data.

  • Admin + Team Systems: Set your team up to run like a well-oiled machine with smoother task delegation and communication.

  • Client Systems: Nail your offer delivery from onboarding to offboarding with efficiency and heart. Your clients will notice their elite experience and start spreading the word.

First, We’ll Pick Your Power Area

Over the next 90 days, we’ll roll up our sleeves and get into it.

Deep Dive Audit
We’ll analyze your business’s tech stack, workflows, and current systems to spot friction and opportunity.

Custom Recommendations
You’ll get a clear, prioritized action plan with our exact recommendations for improvement.

Done-for-You Implementation
We’ll make the changes for you. No need to add more to your plate, we’re here to take things off of it.

Custom Operations Manual
You’ll walk away with SOPs for everything we update, so nothing’s left in someone’s head or floating in an email somewhere.

Then, we’ll Audit + Optimize:

What happens when your business finally runs like it should?

More ease and flow.
More time.
More money.
More you.

You’ll feel the ripple effect in every part of your business (and your life). Less stress. More space. Fewer bottlenecks. Better decisions.

“Kate Sullivan from KSA is a solid rock in our company. We couldn't do the work we do or impact as many people as we do without her! This last year we have grown and done so much with Kate's incredible help! Launched the Mythic Life podcast, launched massive programs, packages, and live classes as well as maintained our membership and 1-to-1 clients, created new social media channels, and improved our email marketing, while completing huge tech projects and streamlining and simplifying our system. We got to help many people through big life challenges and we are so very grateful for her support.”

- Eric Brumett and Sarah Faith Brumett, Founders of Mythic Life

You’re showing up consistently to market your business because you actually have the time.

You’re serving more clients because the delivery process is in flow and super smooth.

You’re logging off earlier to head to Pilates or finally join that book club you keep saying “someday” to.

After your Systems Audit, you’ll feel clearer, calmer, and more in control.

You'll know what’s working, what’s not, and exactly what to do next.

Imagine this:

It’s time for your business to support your vision, not drain it.

Let’s create systems that give you your time, clarity, and energy back.

Investment: $2,500 for your selected power area of focus
*Payment Plans Available

“Kate is a systems wizard, truly one of a kind. It’s rare to find someone who cares about your business as deeply as you do, but Kate shows up with that level of ownership, commitment, precision and heart. She brings her full genius to the table and works tirelessly to make sure everything runs seamlessly without you needing to micromanage. She’s the ultimate left brain to your visionary brain and, honestly, my hidden treasure. When a client’s systems are in SOS mode, she’s the first person I think of. Every client I’ve referred to her has walked away raving. She’s an absolute gift to any business she touches.”

- Robyn Gooding, The Mothered Business

  • We’ll help you decide! Once you fill out an application we’ll set up a time to connect about your business over zoom. Here we’ll assess what’s currently going on in your business and where the biggest bottlenecks are. Whether it’s your sales flow, team ops, or client experience—we’ll identify the area that will make the biggest impact first.

  • Yes, we do! This isn’t just a strategy session that leaves you with more on your to-do list. We roll up our sleeves and make the changes we agree upon for you, so you can stay focused on what you do best.

  • We have experience working in most platforms (Asana, Dubsado, HoneyBook, Kajabi, ShowIt, Circle, etc.). If you’re using something unique, we’ll take a look and let you know if we can support it—or suggest something even better.

  • Yes—when needed. We love collaborating with your existing team to understand their needs and create systems that work for them, not just around them. We’ll also provide training or walkthroughs if needed.

  • You’ll walk away with optimized systems, done-for-you SOPs, and more time + mental space to lead like the CEO you are. We also offer ongoing retainer options or custom support if you'd like help maintaining or scaling what we've built together. description

Hi there, I’m Kate!

I’m an online business manager and fractional COO who supports service focused business owners by creating strategies and systems that optimize their business and launch them to the next level.

I love working with creative solopreneurs, and entrepreneurs with small teams, to reach their crazy big goals! After a decade in the luxury hospitality and project management space, I have spent the past 5 years behind the scenes of the virtual service industry where I have worked with business and personal development coaches, wellness leaders, healing experts, leadership speakers, therapists and hospitality experts launch dozens of new offers and programs, set up systems that 5x their reach, 3x their clients and achieve their biggest years yet.

Whether it’s strategizing and developing efficient workflows, managing day-to-day operations, preparing for your next launch or ensuring consistent support, I’m here for it!