
In 90 minutes, we'll identify what's blocking growth and map your path to more time and revenue.
get an audit of your systems
In 90-minutes I'll map your complete customer journey and sales funnel and diagnose the root cause of why you are struggling to scale up. I'll also give you the roadmap to getting your time back and growing your revenue.
I've seen hundreds of customer journeys so I know the patterns and exactly what to look for. So while I'm auditing your business backend and workflows, I'm already spotting:
✓ Where your bottlenecks are (before you even mention them)
✓ Which processes are costing you $20K+ annually in buried time
✓ What should be automated vs. what needs human touch
✓ Where your competitors are probably doing it better
✓ Which tools will actually work for YOUR workflows
The Root Cause Audit gives you the clarity you've been looking for with clear next steps on what to fix in your marketing strategy and operations first. Plus, you'll get a roadmap so you know exactly where to start.

We uncovered more than $234,000 in missed opportunities
When I first worked with a nonprofit solar organization, their systems looked like most growing businesses (a mix of Google Sheets, scattered tools, and great intentions.) Leads were coming in from door knockers, social media, and trade shows, but everything had to be entered manually. Follow-ups slipped, quotes got delayed, and promising connections went cold. So we mapped their entire customer journey and uncovered more than $234,000 in missed opportunities, all from manual tracking, inconsistent follow-up, and underused content. As their Executive Director said, "This is the first time I've seen our complete business on one page. Really glad for this self-reflection."

1. 90-Minute Strategic Mapping Session
Live with me (not a recording), with expert diagnosis as we go
2. Comprehensive Written Report (delivered within 48 hours):
✓ Which bottleneck to fix first for maximum impact
✓ How much your current chaos is costing annually (usually $20K+)
✓ What to automate now and what to keep human
✓ Where your customer journey is losing people and money
✓ The exact tech stack that fits your workflows
Book a Root Cause Audit call if you want clear next steps on what to fix in your marketing strategy and operations and a roadmap for where to start.
How One Audit Call Uncovered $47K+ in Lost Revenue
When I worked with a 20-year-old disability justice organization, we started with what seemed like a simple brand strategy audit. But as we mapped out their customer journey on the call, from inquiry to booking to service delivery to follow-up, the founder started seeing patterns they hadn't noticed before. Clients were showing up unprepared because there was no structured onboarding. Service time was being wasted teaching basics. Post-service follow-ups were all manual, eating up hours on custom requests they didn't want to do. Every booking, every email, every document was created from scratch. And the pricing? They were charging $100-200/hour while competitors charged $3,500-8,500 for the same transformation.
We calculated they were leaving approximately $47,000 on the table annually. Not just from underpricing, but from operational inefficiencies and giving away expertise for free. So we restructured everything: three clear packages with prep work, automated onboarding sequences, templated follow-ups, and a DIY resource kit that eliminates custom requests. We also mapped out automation opportunities for booking, payment processing, and client communications. As the founder said during our debrief, it was the first time they'd seen how all the pieces connected and where the money was slipping through the cracks.
Q: Can't I just map this myself?
You could. But you'll miss the patterns I see immediately because I've done this dozens of times. You'll also spend 20+ hours researching platforms I've already tested. And you won't know which gaps to fix first (most people guess wrong and waste months on low-impact fixes).
Q: What if I've already tried mapping my journey?
Great! Bring what you have. I'll review it and show you what you missed, where your assumptions are off, and how to prioritize what to fix first.
Q: Do I need to prepare anything?
Just fill out the 5-minute pre-call questionnaire. I'll handle the rest.
Q: Can I bring team members?
Absolutely! The more perspectives, the richer the mapping. Bring anyone who interacts with customers.
Q: Will you recommend tools?
Absolutely! But I'll only recommend what I think you actually need.
Q: How is this different from your Complete Transformation VIP Experience?
The audit = diagnosis and make a roadmap.
Complete Transformation = I build everything for you.

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Echoroot Growth Consulting is primarily located 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.