The Systems Audit
Find out exactly what’s slowing your business down, and what to fix first.
Find out exactly what’s slowing your business down, and what to fix first.
Your systems should be working for you. Are they?
You set up HoneyBook (or Dubsado) months ago, maybe years ago. Maybe you did it yourself at 11pm between editing galleries. Maybe someone else built it and you’ve been patching it ever since.
Either way, something feels off:
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Inquiries slip through the cracks, or sit unanswered while you’re at a wedding
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You’re still copying and pasting the same emails over and over
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Your workflows fire at the wrong time, or not at all
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Clients ask questions your onboarding should have already answered
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You know your CRM can do more, but you don’t know where to start
You don’t need to tear everything down. You need someone to look at what you have, tell you honestly what’s working, and show you what to fix first.
That’s the Systems Audit.
$397 · Recorded Loom walkthrough + prioritized fix list
How It Works
1
You Share Access
After booking, you’ll fill out a short intake form and give me access to your CRM and the tools that run your client journey.
2
Strategy Session
We'll talk through your client experience from inquiry to offboarding.
3.
I Dig In
I go through your setup from first inquiry to final gallery or wrap-up: lead capture, auto-responses, proposals, contracts, invoices, workflows, questionnaires, templates and client communication.
4.
Recorded Loom Walkthrough
No calendar juggling. I record a screen-share walking you through your system, what I found, why it matters, and what I’d change. Watch it whenever you want, as many times as you need.
5.
Prioritized Fix List
Not a vague “you should improve your workflows.” A clear, ranked list of what to fix, starting with the changes that will save you the most time and make the biggest difference for your clients.
What you walk away with?
✔ A clear picture of how your client journey actually runs today.
✔ The gaps costing you time, bookings, or a polished client experience.
✔ A step-by-step fix list in priority order.
✔ A walkthrough you can keep, rewatch, or hand to your team.
✔ Confidence about your next move, whether you fix it yourself or hand it off.
Want me to fix it for you? Your audit pays for itself.
If you’d rather not tackle the list yourself, I can take it off your plate.
Book a full HoneyBook or Dubsado setup within 30 days of your audit, and your $397 is credited in full toward it.
You get expert eyes on your systems either way. And if you move forward, the audit costs you nothing extra.
This is for you if…
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You’re a wedding planner, photographer, or event pro using HoneyBook or Dubsado
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Your systems “sort of work” but you’re still doing too much manually
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You’re preparing for a busy season and want everything running smoothly first
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You’re thinking about a full setup but want to know what you actually need before committing
This isn’t for you if…
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You don’t have a CRM set up yet (a full setup is a better fit, so let’s chat)
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You’re looking for someone to manage your day-to-day operations (that’s my OBM service)
Hi, I’m Mercy 👋
I’m the Systems Pro and Online Business Manager behind The Virtual Herland. I help event professionals ditch the chaos and build systems that run in the background, so you can get back to creating unforgettable experiences.
I’ve seen the inside of a lot of CRMs. I know where things usually break, and I know how to explain it in plain English.
