Client Audit
See how the business really runs, then show the client what you found.
Two modes, one standard of evidence. A consultant-led audit on site, and a short self-audit that prospective clients can complete on your website.
Mode one
Consultant-led, on site
You sit with the owner and their team and walk through how work actually happens, scenario by scenario. Evidence is captured as you go, and the session produces an audit summary the same day.
Mode two
Client self-audit
A short, branded self-audit for your own website. Prospective clients answer a focused set of questions and receive a first view. You receive a qualified enquiry with their answers attached.
01Scenario walk-throughs
Real situations, not abstract questionnaires.
Scenario 2 of 5
A customer calls at 7pm about a burst pipe. What happens next?
A clean client view
Large type, one question at a time, no internal scoring on screen.
Your consultant view
Notes, evidence tags and suggested areas, visible only to you.
Works on patchy Wi-Fi
Everything saves locally and syncs when the connection returns.
02Evidence capture
Every observation becomes evidence you can point to.
Notes, photos, documents and consented recordings are tagged to one of the eight assessment areas. Any later finding can show exactly where it came from.
Finding
Out-of-hours enquiries are not answered until the next working day.
Suggested score 2 of 5 · Awaiting consultant
Audit Summary
Harbour & Vale Plumbing Ltd
03The audit summary
A considered summary the client can read that evening.
What you observed, where the business is strong, where it leaks time and money, and the questions worth exploring next.
"Start engagement" then hands everything straight into Prepare and Discover. Nothing is typed twice.
Private walkthrough
See StagewiseConsult in a private walkthrough.
A focused session on your practice, your clients and how the seven stages would fit the way you work.
Only available to Ready Made Digital Platinum Franchise Partners.