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Holistc™ Consulting

Strategos Audit

Strategos Audit

$599.00 AUD
$599.00 AUD
Sale Sold out

Scope: One function (e.g., Sales Ops, Order-to-Cash, Marketing Automation, Support)
Outcome: Root-cause analysis + a practical 14-day action plan to ship measurable wins fast.
Full lifecycle deck: This Slides pack shows the entire system journey—pre-audit discovery, the audit itself, and post-audit build/scale.
👉 View the full lifecycle overview

What this audit is

A fast, no-fluff diagnostic on a single business function. We map how work actually flows, pinpoint where time and money leak, and hand you a 14-day, owner-assigned plan with clear metrics and risks—ready to execute with us or in-house.

How we run it (10 business days)

Diagnose (Days 1–3): 3–5 stakeholder interviews, logs/metric pulls, “how it really works” capture.

Map & Measure (Days 4–5): Swimlanes, handoffs, wait times, error/rework, SLA misses, queue lengths, WIP.

Root-Cause (Days 6–7): 5 Whys, Pareto, failure modes; separate symptoms from causes (policy/process/tool/data).

Prioritise (Days 8–9): Impact × effort matrix; Now / Next / Later with success metrics and risks.

Playback (Day 10): Walkthrough; align owners, timelines, acceptance criteria.

Light execution support (Days 11–14): We stay available to help kick off, unblock, and validate early wins.

You’ll get

Current-state system map (roles, handoffs, bottlenecks)

Baseline KPIs + quick-win targets

Bottleneck & risk analysis with evidence

Defect/Delay log quantified in time/$

14-Day Action Plan (tasks, owners, deadlines, acceptance criteria)

Tooling guardrails (standards, fields, integrations)

SOP/Checklist drafts for top 1–3 workflows

ROI forecast (ranges + assumptions)

Loom walkthrough + Q&A

Bonus: Link to the full lifecycle Slides showing where the audit sits in the broader journey

Where this fits in our end-to-end journey

Your deck covers the whole lifecycle; the Strategos Audit is the “diagnose + plan” slice:

Before the audit — Discovery & scoping: Clarify outcomes, constraints, and access needs.

During the audit — Diagnose & plan (this service): Evidence-based mapping, root-cause, 14-day plan.

After the audit — Build & scale (optional):

Transformation Sprint (4–8 weeks): Implement the plan (automations, data models, integrations, SOPs).

Stabilise & Scale: QA, dashboards, training, governance.

Operate (as-needed): Light support and optimisations.

What we need from you

1–2 point people (≈1–2 hrs each)

Read-only access to relevant tools (CRM, ticketing, order system, marketing platform, spreadsheets)

Recent exports/logs (sample size is fine)

Slack/Email for quick clarifications

View full details

Focused Function Diagnostic

A fast, evidence-based audit of one function (Sales Ops, Order-to-Cash, Marketing, Support). We capture how work actually moves, quantify delays and rework in time/$, and identify root causes across process, policy, tools, and data. You get a realistic 14-day action plan with owners and acceptance criteria. This package is analysis + plan only — no hands-on build.

Fix the bottleneck. Show the value in 14 days.

End-to-end function map (roles, handoffs, failure points)

Defect & delay log with quantified impact (hours, $)

Root-cause analysis (5 Whys/Pareto) separating symptoms from causes

14-Day Action Plan: tasks, owners, deadlines, acceptance criteria

KPI baseline + target improvements; ROI estimate with assumptions & More

Full lifecycle (before → during → after) overview deck

Partnered with the companies you trust today

Our industry-leading partner network includes 200+ innovative companies — from global consultants to regional experts — to support your business needs today and well into the future.

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With you,

Clear owners, fast answers, no black boxes.

Our team is here to support you through your entire experience.

Dedicated project lead

One point of contact to run cadence, keep owners accountable, and unblock decisions.

Slack support (business hours)

Private channel with <1-business-day response SLA (M–F). Quick clarifications without meetings.

Weekly checkpoints

15–30 min, agenda-led: risks, decisions, progress against the 14-day plan. No slide theatre.

Secure, least-access setup

Read-only by default, NDA available, documented access and audit trail.

Handover & enablement

Loom walkthroughs, owner assignments, and acceptance criteria so your team can execute confidently.

Post-audit launch support

Q&A and guidance to launch the plan. No hands-on build in this package.

get to know what you are buying

Frequently Asked Questions

What’s included?

One function deep-dive. Deliverables: current-state map, KPI baseline, bottleneck/root-cause analysis, defect & delay log (hours/$), 14-Day Action Plan with tasks/owners/deadlines/acceptance criteria, risk notes, ROI estimate (range + assumptions), one playback workshop (45–60 min).

What’s not included in this package

No hands-on implementation, custom development, vendor procurement, data migration, dashboards, training programs, or ongoing managed service. If you want build work, we can scope an upgrade separately.

Timeline & cadence

10 business days to deliver the audit. Cadence: weekly 15–30 min checkpoint + private Slack/email with 1-business-day response time. After delivery, we offer 14 days of Q&A only to help you launch the plan (no hands-on build).

Access we need

1–2 point people (≈1–2 hrs each), 3–5 stakeholder interviews, read-only access to relevant tools (CRM, ticketing, order system, marketing platform, spreadsheets) and recent exports/logs.

Who this is for

Teams with a clear pain in one function (e.g., leads slipping, orders stuck, campaigns stalling, slow response) who want a prioritized, owner-assigned plan they can execute internally within two weeks.

Outcomes to expect

Clarity on root causes, a realistic 14-day plan with owners and acceptance criteria, and an ROI estimate based on evidence. We do not guarantee savings or specific KPI lifts in this mid-tier package.

Purchase, billing & scheduling

One-time purchase (not a subscription). After checkout you’ll receive an intake form and a scheduling link for kickoff. Tax invoice provided automatically.

Can we expand scope or add another function?

This package covers one function. Additional functions require a separate audit or an upgraded engagement. We’ll outline options in the playback if expansion makes sense.

Data & security

Least-privilege, read-only by default. We document access, keep an audit trail, and can sign an NDA on request. Credentials are stored securely and revoked at handover.

What if our data is messy or incomplete?

We can baseline from samples/logs and call out data-quality tasks in the action plan (field standards, dedupe rules, naming conventions). You’ll still get clear owners and definitions to prevent backsliding.