Infrastructure audit.

Systems

• CRM (single source of truth)
• Unified inbox (calls + sms + email)
• Workflow automations
• Dashboards owner uses weekly

Marketing

• At least one paid channel running
• Closed-loop attribution (server-side)
• Lifecycle email / SMS sequences
• Content engine (weekly cadence)

Financial

• Weekly bookkeeping cadence
• Monthly close < 10 days
• Cash forecast (8+ weeks)
• Margin tracked at SKU / service line

AI

• Voice AI for inbound overflow
• AI agent for follow-up
• AI used in at least one non-marketing workflow