The 7-day audit — what’s in it, page by page

Most agencies sell a “free strategy session” — a 30-minute call that’s really a sales pitch in disguise. The 7-day audit is different. It’s an actual document. You keep it whether you hire us or not. Here’s exactly what’s in it.

We started building audits this way because we got tired of the alternative. “Discovery calls” that were just qualifying calls. “Free assessments” that were really sales decks. The 7-day audit is the artifact we wish someone had given us back when we were the operator on the other side of the table.

What the audit actually is

A written document. Typically 12 to 20 pages, depending on the size and complexity of your business. Plus a 15-minute Loom video walkthrough where the founder talks through what we found.

It covers what an outside operator would see if they spent a week looking at your business with fresh eyes — your digital presence, your operations, where the money leaks, where the money grows, and what to do first.

Page by page — what’s inside

Pages 1–2 · Executive summary

The single most important section — and the one we write last. The headline finding (what’s leaking, what’s working). The three or four moves that would change the math most. A one-line answer to the question your accountant or partner will ask: “was the audit worth the time?”

Pages 3–5 · Search visibility

Where you rank for the searches that matter. Not just brand-name lookups — the high-intent queries that bring real customers. Local pack visibility, organic search, AI-search exposure (ChatGPT, Gemini, Perplexity tested directly). Specific examples of where you’re ahead, where you’re behind, and where the gap is widest.

Pages 6–8 · Ads & conversion math

If you’re running paid ads — Google, Meta, TikTok — we look at the math. Cost per click, cost per customer, return per dollar, payback time. We compare what your reports say to what your CRM and accounting actually say (these often disagree, sometimes by a lot).

If you’re not running ads, this section becomes a forecast: what would the numbers need to look like for paid acquisition to make sense for your business?

Pages 9–11 · Website & conversion path

Speed. Mobile experience. Structured data. Conversion tracking. The path from a visitor landing on your site to actually contacting you — and where it breaks. We name specific pages, specific buttons, specific friction points. Not abstract “UX recommendations” — concrete things you can fix this week.

Pages 12–14 · Operations & AI opportunities

Where AI agents would earn their keep in your specific business — and where they wouldn’t. We look for repetitive tasks, data silos, and follow-up gaps. Each opportunity gets a rough cost range and a rough ROI estimate. No “AI strategy” abstractions — just specific systems we could build.

Pages 15–18 · Prioritized recommendations

Everything we found, ranked by impact ÷ effort. The high-impact-low-effort items at the top (do these this week). The high-impact-high-effort items in the middle (next quarter). The low-impact items at the bottom (skip).

Each recommendation has: what it is, why it matters, what it costs in time and money, who can do it (your team, us, or another vendor), and what success would look like.

Pages 19–20 · The next 90 days

If you wanted a roadmap — what to do this month, next month, and the month after. Not a sales pitch. A plan. You can hand it to an internal team and they can run it.

The point isn’t the document. The point is that after seven days, you have a real picture of your business that you didn’t have before. Most owners haven’t seen that picture in years.

The 15-minute Loom walkthrough

Reading a 20-page document is hard. The Loom video is the founder, on screen, walking through the audit page by page — explaining what each finding means and why we ranked it where we did.

Most clients watch it twice: once alone, once with their leadership team. It’s the artifact we get the most thank-you notes for. It’s also the artifact other agencies don’t produce, because it’s a lot of work and it can’t be outsourced.

How to use the audit (even if you don’t hire us)

We mean this. The audit works whether you hire us or not. Here’s how clients have used it after the engagement ends:

• ·Hand it to an internal team as a quarter’s worth of prioritized work.
• ·Hand it to another agency as a brief — “here’s what to focus on, in what order.”
• ·Use it to evaluate vendor proposals — when an agency pitches you, check whether their plan addresses the prioritized items in the audit.
• ·Use it to retire bad spend — most audits surface 1–3 things you’re currently paying for that you can stop tomorrow.
• ·Use it as a board document for a quarterly review. The executive summary maps cleanly to a leadership conversation.

What it costs

Nothing. The 7-day audit is offered free as the entry point to a possible engagement.

We can do this because (a) the audit doubles as our own due-diligence on whether to take the engagement — sometimes we walk away after the audit because the fit isn’t right, and (b) clients who hire us after the audit move faster, with less friction, because we already know the business.

How it starts

One 20-minute call. We confirm the basics — what you do, where, what you’ve already tried — and answer your questions about the audit process. If we’re a fit, we kick off and the document arrives in your inbox seven business days later.

That’s the whole funnel. No discovery decks, no scoping calls, no “let’s book another meeting.” Just one conversation, then the work.