Our Operational Audit is a deep dive into your agency’s systems, workflows, and processes to uncover inefficiencies, bottlenecks, and hidden opportunities.
Whether you’re experiencing growing pains, operational breakdowns, or simply want to fine-tune your current systems, our audit is the first step toward creating a streamlined, scalable foundation for your business.
If you’re a founder, CEO, or creative director struggling to manage both client work and operations, or if you’re overwhelmed by constant administrative tasks, this audit will help you reclaim control.
We specialize in agencies that are growing, but feel like their operational systems are holding them back. Our audit is designed for agencies in need of clear, efficient processes that can grow with them.
At Mynt Planning, we don’t just identify problems—we partner with you to solve them. And if we aren't the right people to help you solve them, at the end of your audit you get a detailed, actionable plan that you can take and implement on your own.
1. An actionable plan tailored to your agency’s unique needs.
2. Customized solutions that align with your business’s goals.
3. Ongoing support to help you implement changes effectively.
From strategy to detailed recommendations, our goal is to leave you with a roadmap for success—whether you implement changes with us or on your own.
1. We begin with a 60-Minute Strategy Session to set a clear direction for the audit.
2. As we get access to accounts we'll take notes on what we observe, doing additional research if needed to understand your business.
3. Next, we conduct workshopping sessions, team interviews, and meeting observations to gain a deep understanding of your operations.
4. You'll receive your audit report with a detailed, actionable plan that outlines our findings and recommendations.
4. If we're the right fit to execute these changes we will discuss next steps for providing support. If we're not the right fit, our plan equips you for successful self-implementation.
We offer four comprehensive audit packages, each designed to address different aspects of your business’s operations. From foundational setups to advanced optimizations, we tailor our approach to fit where you are in your business journey.
Shine a light on specific areas of your business with our Spotlight Audit. Whether it’s project management, team efficiency, or financial workflows, we’ll zoom in on one particular part of your operations. In just a few steps, we’ll uncover opportunities for improvement, and by the end, you’ll get a concise report with actionable recommendations to help you optimize that specific area.
Pricing:
One payment of $880
What's Included:
We’ll kick things off by defining the focus area and setting the direction for the audit.
Clarify roles and responsibilities within the specific area we’re focusing on.
Dive into the specifics, finalizing charts or processes related to the focus area.
We’ll capture observations, insights, and action steps in a workbook tailored to the area of focus.
Gather targeted insights from key team members involved in the area we’re shining a light on.
You’ll get essential templates and resources specific to the area we’re auditing.
We’ll sit in on a relevant meeting to catch areas for improvement, or review a past recording.
A short and sweet report with key takeaways and a clear action plan for what’s next.
Looking for quick, actionable insights? Our Core Terrain Audit is designed for agencies that need results in no time. In just two weeks, we’ll focus on the essential parts of your operations, diving into targeted workshopping sessions, interviews, and meeting reviews. By the end, you’ll have a solid report with tailored recommendations and a clear path forward.
Pricing:
One payment of $1,980 or 3x monthly payments of $660
What's Included:
We’ll start by getting on the same page and setting the direction for the audit.
Let’s clarify who’s doing what with detailed company charts.
Finalize your company charts and draft key processes, ensuring everything is shape.
A go-to document for capturing observations, insights, and next steps throughout the audit.
We’ll gather insights from your team with targeted interviews or a survey—whichever works best for you.
A set of templates and tutorials to help you easily implement our recommendations.
We’ll join key meetings to spot any areas for improvement, or review past recordings.
Key observations, strategic recommendations, and a custom roadmap to guide your next steps.
Get ready to explore every corner of your business with our Full Terrain Audit. This deep dive is perfect for agencies that want a thorough look at how things are running.
Over the course of a month, we’ll dive into unlimited workshopping sessions, team interviews, and meeting sit-ins to uncover areas where we can tighten up and optimize. By the end, you’ll have a detailed roadmap with actionable insights to guide your way to smoother, more efficient operations.
Pricing:
Starting at $4,800, up to 3x payment plans available
What's Included:
Let’s kick things off by getting on the same page and setting the course for the audit.
Let’s get clear on who’s doing what with detailed company charts.
Nail down your company charts and processes, making sure your foundation is rock-solid.
This is where we’ll capture all our observations, insights, and next steps as we go.
We’ll gather insights from your team through targeted interviews, surveys, or both.
Get a collection of templates and tutorials to help you put our recommendations into action.
We’ll sit in on key meetings to catch any areas for improvement on the spot, or review recordings
A detailed report with key takeaways, strategic recs, and a custom roadmap to guide next steps.
Exclusively available for our ongoing clients, the Trail Check Audit provides a targeted assessment of your business’s current systems and processes.
This quick yet impactful check helps identify areas that can be streamlined, offering actionable insights for immediate improvements. Whether you’re refining operations or preparing for future growth, this audit ensures your business is moving in the right direction and stays on track for success.
Pricing:
One payment of $480
What's Included:
We’ll kick things off with a strategy session to get on the same page about the audit's direction.
Let’s review roles and responsibilities with detailed company charts.
These sessions are all about finalizing your company charts and drafting key processes, making sure your foundation is solid.
We’ll capture observations, insights, and action steps in a workbook tailored to your business.
We’ll gather insights from your team with targeted interviews or a survey.
Get templates and tutorials to support implementation in the final report.
We’ll sit in on key meetings to catch any areas for improvement in real-time.
A detailed report with key observations, strategic recommendations, and a custom roadmap.
After years of teaching everything from music composition to web design, I started experimenting with business on the side.
What began as a hobby turned into a whirlwind, leading me to accidentally start a content marketing agency...
Spoiler: it wasn’t fun.
That wild detour helped me realize what I love most—working closely with people to solve complex problems and design systems that just work.
Business isn’t just about making money (though, of course, that’s part of it). It can also be fun, meaningful, and a space for personal growth—if you build it right.
Now, I help creative agencies tame the chaos of growth with systems that make both work and life more enjoyable.
Don’t let inefficiencies hold your agency back. With an Operational Audit, you’ll get the clarity and strategy needed to set your business up for long-term success.
