ROOT CAUSE AUDIT
If your systems feel tangled, clunky, or held together with good intentions, this shows you why, and exactly what to fix.
I'll take a look at your brand presence, marketing strategy, your systems, and where your time is going, then hand you a clear breakdown of what's working, what's not, and a clear pathway to grow business, and the life, you actually want.
When you're building something from the ground up, it's normal to patch things together, at first.
A contact spreadsheet here. A newsletter sign-up form you set up once and didn't embed. A CRM you started and abandoned by week two. A website you've been tweaking every other week. A Skool group you created, but haven't logged in since.
That's how nearly every new entrepreneur begins, by doing what you can with what you have.
But over time, those "good enough" processes quietly start taking up more time than you'd like to admit.
Your website says you're the expert but your behind-the-scenes systems feel like they belong to someone who's just starting out.
To be clear, that's not a sign you've done anything wrong...
It's a sign that it's the perfect time for a...
Root Cause Audit
Successful businesses don't spring up overnight. Like a forest, it grows from a root system nobody sees, the quiet foundation that lets everything above it thrive.
This is a one-week deep dive into how you run everything behind the scenes and an honest read on how it probably feels to your clients and community. I'll audit your brand, growth strategy, and delivery systems, then consider what you (and your team) needs to make it actually work for you long term. Then I hand you a clear breakdown of what’s working, what’s not, and the pathway from where you are to where you want to be.
Investment: $900 CAD
But first, a quick sidebar
When I say "systems," it's bigger than what you're picturing.
It's not just your CRM or which tool you use. It's every place someone touches your organization, (whether that's a donor, a member, a participant, a new hire) and all the quiet infrastructure behind the scenes that lets you deliver what you promised.
Yes, I'll look at your website, your emails, your onboarding and offboarding process, and your full marketing funnel and follow-up.
But I'll also dig into the part no one sees: the workflows, the data, the media storage (eeek!), the handoffs, the stuff that falls apart the moment you're out sick or stretched thin.
Because when your messaging is fuzzy, your tools don't talk to each other, and delivery depends on you remembering every step, things start slipping.
For you, and for the people you serve.
And to be crystal clear, like tropical waters...
I treat your marketing, your operations and your client's experience as interconnected. They're one ecosystem. So we start underground, with the systems that hold you up, because that's where everything your clients see grows from.
"We threw so much information at Hailey, and to see the report come back with such clear focus and direction, as well as being able to look at it in a material way with actual costs per month, was incredibly valuable. It's not just an outside perspective. She really got to the core of it. The whole approach is about reducing friction and integrating everything we do, and that feels really exciting."
Seth, Charity
That's why we look at all of it
Your brand
Messaging, website, email, social media, and how people find and understand you
Your systems
Your CRM, automations, and tools you're using and how well they actually talk to each other
Your delivery
What it's really like to be a member, donor or client of yours and how they move through your funnel
Your team
Where your time and energy go, and what's draining capacity you don't have to spare
And hand you a clear pathway forward...
The root cause of what's been holding you back, named plainly
Specific, practical fixes, sorted by what matters most
Honest, jargon-free 1:1 call on what's working, what's not, and why
A step-by-step plan built around where you're headed
A recorded walkthrough, so you can revisit the whole thing anytime
"We reached out to Hailey because we wanted to understand where we were losing time and energy in our processes. We went through the audit with Hailey where she triaged our customer journeys thoroughly and presented us with options to streamline our work in ways we had not considered. It allowed us to look at our situation through an impartial lens that we would not have achieved on our own. Now we are executing on those opportunities and turning them into clear customer value!"
Jack, Urban Farm Club
"What I find most interesting about the map is that it doesn't just identify the pathway forward, it includes the return on investment. I can see what we're spending versus what we're gaining, which makes decision-making so much easier. It gives us a holistic perspective on what's working, what we should stop doing, what we should continue, and what we need to start. It fits perfectly into our journey of making operations lean by doing more with less."
Olumide, Charity
I know what you're thinking...
"That's a lot to audit Hailey, are you really an expert in all of that?"
The short answer? Yes. And here's why...
I have a bachelor's degree in Communications.
I've personally designed, launched and managed 3 of my own successful businesses. Echoroot is my fourth. It's my greatest IMO so I closed down two of them so I could have more time to focus on my clients and the work I love doing.
I spent the last 10 years managing marketing and operations, inside nonprofits & businesses. I've worn every hat you can imagine, so I know exactly what to look for.
I've designed new brands, built websites, become a pro Canva user, managed projects, set up dozens of funnels and automations, and learned plenty more skills from my experiences along the way.
I've personally audited 350+ marketing campaigns and spent three years as an advisor to top marketing and communications VPs at large utility companies across Canada and the U.S.
I've helped one nonprofit double their donations from a single email marketing campaign and helped to deliver $22M in funding to municipalities through environmental programs.
My clients get around 20 hours a week handed back to them. Time they can use as they like, spending more time with their family or serving their community.
Here's how we'll work together
Book your quick intro call. Every custom project with us starts with a short 20 minute intro call to get to know you and what your goals are. If you already know you'd like me to build it out for you afterward, we can talk about that from the start, and your audit fee holds your spot.
Answer some questions. Once we're booked, we'll send an onboarding questionnaire so we can step properly into your world.
The deep dive call. We meet and dig into your marketing, systems and operations, and find what's really going on under the surface.
Your audit + growth plan, delivered. We meet once more to talk about my findings. Plus, you'll get the recorded walkthrough and clear next steps.
Then you choose your path forward:
Hand it to me
If you don't have the time, we'll talk about how can hand it to me.
Build it yourself
The Map is detailed enough to follow on your own, step by step.
The plan itself is useful. What it sets up is the real win.
Your time and money go to what'll actually help. No more "I have so many ideas and I don't know where to start" or "maybe we need a new website?" shame spirals. You'll know precisely where to focus your energy and feel confident moving forward.
You stop being the bottleneck. The plan doesn't live in your head anymore. It's written down, shareable and actually doable.
You can grow without bracing for burnout. Saying yes to more work stops meaning "and now I panic about how to handle it."
The people you serve feel the difference. Smoother, warmer, more consistent, whether or not you were on vacation or at your desk.
"I've always been the one doing this work in-house, so seeing how Hailey zoomed out and looked at everything and how it all interacts was incredible. The approach is so holistic, even down to how we accept donations and payments. I love that everything is going to be integrated, and I'm super excited that we'll finally be able to see everything in a proper CRM without me doing all the legwork."
Melissa, Charity
And when you've seen the map and you...
Want me to build it for you? Just say yes please.
With your audit, I'll include a proposal with right-size pricing for the Groundwork, a done-for-you build of your whole backend CRM system, shaped around how you actually work. When you book your audit, you can also reserve a Groundwork start date. It holds your spot without locking you in. If the timing or the fit isn't right when I send the proposal, no worries at all.
Feels like a good fit?
Get the Audit
A 20-minute Introduction call
Onboarding questionnaire
A full 90-minute session to review of your marketing, systems and operations.
A 60-minute call to walk through your audit + growth plan: findings, root causes and a prioritized action plan.
A recorded walkthrough of the whole thing
Investment: $900 CAD · 50% upon booking, 50% upon delivery.
Done in 4 to 6 days
Ready to get going?
Book your Intro Call
Start by booking the short intro call to lock in your spot. You'll pay 50% up front, and then 50% upon delivery.
"Hailey gave us really valuable insights. When you've been here forever, you get complacent about systems. The next piece just pops up and you put something in place without thinking about how everything needs to work together. Having someone external step back and look at it all was immensely valuable. We now have good clarity and visibility about what's working and what's not, so we can put a plan together to solve the most important challenges first."
Tonja, Charity
Not sure yet?
Frequently Asked Questions
Have more questions? Contact us at [email protected].
What do I need to do to get started?
Book the intro call and complete payment of the 50% deposit. Then you'll receive the onboarding questionnaire, and if you'd like, send the feedback form to a few people you serve. During our intro call, we'll book the deep dive and final delivery meetings.
How much time do I need to dedicate to this?
There is the 20 minute intro call, the 90 minute deep dive session, typically 1-3 hours for the onboarding questionnaire, and a 60 minute review session, so about 5-6 hours total. Typically the process takes about 4-6 days, so one week, but depending on your schedule, I am happy to extend it to two.
The schedule could look something like:
Tuesday - Intro call + Questionnaire
Thursday - Deep Dive Morning Session
Friday - Afternoon Delivery Meeting
It might feel like a lot, but I promise I do all the heavy lifting for you. You don't need to prep for the meetings, you just show up and talk with me.
How do I get everything to you?
The questionnaire walks you through it, and in our deep dive session, you can share anything else that's easier to just show me.
What if I want you to build it afterward?
Let's do it. You can book the Map on its own, or use it as a deposit to secure a spot for the Groundwork or Ecosystem.
Is the Map fee included in the Groundwork or Ecosystem?
It's a separate investment, but if you move forward, your Map payment is applied as a deposit to lock in your start date.
What platform do you build systems on?
Typically, everything I build lives in GoHighLevel, my favourite all-in-one platform for CRM, automation and marketing. You'll set up your account through me, and as a GoHighLevel affiliate, I may earn a commission at no extra cost to you. You own the account outright, so it's yours to keep no matter what.
Do you only work with nonprofits?
No. I work with all kinds of businesses and industries. I've helped charities, community-led businesses, coaches, course creators, consultants and mission-driven founders of all kinds. The common thread is the mission and the desire to help people or the planet (or if I'm lucky, both!) not the legal structure.
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Echoroot Growth Consulting is primarily located in Edmonton, on the territory of the Néhiyaw (Cree), Niitsitapi (Blackfoot), Métis, Nakoda (Stoney), Dene, Haudenosaunee (Iroquois) and Anishinaabe (Ojibway/Saulteaux), lands that are now known as part of Treaties 6, 7 and 8 and homeland of the Métis. We respect the sovereignty, lands, histories, languages, knowledge systems and cultures of all First Nations, Métis and Inuit nations.