The SAGE Audit · Edify Consulting
You already know
something's wrong.
Two weeks. One document. A prioritized plan in plain language you can act on with any vendor, any developer, or on your own.
If two of these fit,
the audit is worth your time.
These are the four things people say before they book.
"I don't know if I need AI or just a better system."
"We're paying for tools we're not using."
"Someone told us to get a CRM but I don't know if that's actually the problem."
"I've wasted money on consultants who gave me a recommendation and disappeared."
I don't have a vendor relationship with any software. Every recommendation is because it fits your business, not because someone is paying me to say it.
I figure out which tool, or whether a tool is even the answer.
Three deliverables.
Two weeks. $5,000 flat.
The Systems Diagnostic
Intake questionnaire before we meet. 60-minute discovery call to fill in what forms can't capture. Full audit of your current tools, workflows, and operational pain points. AI readiness assessment mapped to how your business actually runs, not how AI vendors say it should.
The Clarity Map
The deliverable. Current state summary: what you have, what you're actually using, what's costing you. A prioritized problem list — what's worth solving now vs. what's noise. Recommended actions in plain language, in order. AI opportunities mapped to your real workflow. A scoped "what's next" section: if implementation makes sense, you'll know what it looks like and what it costs.
The Roadmap Session
90-minute live session to walk through The Clarity Map together. Ask questions. Push back. Redirect. You leave with a plan you understand, not a document you have to decode later.
Flat fee · 2-week engagement
No commitment until we've both agreed it's a fit.
If the audit surfaces work worth building, I'll scope it at the Roadmap Session. You own the map either way.
What I've done.
Built a Zoho CRM from a blank page, around their actual workflow, not out-of-the-box defaults.
Client had nothing: no CRM, no tracking, just email and good intentions. Designed and built the operational backbone from zero.
Ran a full M365 to Google Workspace migration. Solo. Start to finish.
No IT firm, no vendor hand-holding. Owned the planning, cutover, execution, and validation.
Recovered two hacked sites. Held a $5,250 invoice when the client pushed back.
Cleaned malware, repaired database corruption, rebuilt from backup. Then restructured as a payment plan instead of discounting.
I diagnose before I prescribe. Before I recommend anything, I study your actual workflow. No vendor relationships, no commissions, no interest in selling you software — only in figuring out what's actually wrong.
I've run full infrastructure migrations, built CRMs from scratch, and handled live tech incidents across industries. That track record is what makes the diagnosis worth something.
"A client's contractor lost Microsoft access mid-project. I found the root cause before Microsoft published a fix."
Entra admin roles, license verification, direct stakeholder coordination. Every angle worked under pressure. That depth of diagnostic thinking goes into every audit.
Four things most
audits skip.
No tool commissions. No vendor agenda.
Every recommendation is because it fits your business, not because someone's paying me to say it. No affiliate relationships with software vendors.
The diagnosis happens before the prescription.
Most consultants walk in with a solution and work backwards. I walk in with questions. You don't get a tool recommendation until I understand what's actually broken.
Plain language. No jargon tax.
The Clarity Map is written for the person who runs the business. If you have to decode it, I didn't do my job.
You own the map whether you hire me for implementation or not.
Take it to any vendor, any developer, any IT firm. The audit stands alone. Implementation is a separate conversation you're never obligated to have with me.
Stop guessing
what's broken.
Two weeks. One document. A prioritized plan in plain language you can act on with any vendor, any developer, or on your own.
Some clients continue with ongoing support after the audit. That's a separate conversation, and one you're never obligated to have.
Email Ashley to book your audit ashley@edifycreatives.com · No commitment, no pitch deck