Business Systems Review
Work Smarter. Scale Faster. Stay Ahead.
You’ve built your business — but are your systems helping you grow or holding you back?
Technology is evolving at lightning speed. From CRMs and marketing platforms to cybersecurity, automation, AI and cloud-based collaboration — the right tools can transform how your business runs. But outdated systems, inefficiencies, and missed opportunities cost time, money, and competitive edge.
That’s where our Business Systems Review comes in.
What is a Business Systems Review?
It’s a comprehensive audit of the core platforms, tools, and processes that power your business — from sales and marketing, to operations, finance, communications, and beyond.
We assess how your current systems support (or hinder) your:
- Efficiency & automation
- Data security & compliance (cyber readiness)
- AI readiness & adoption
- Team productivity & collaboration
- Customer engagement & pipeline visibility
- Integration across platforms (e.g., CRM + marketing + finance)
Then, we provide clear,actionable recommendations — tailored to your goals — including which tools to upgrade, automate, or integrate and where opportunities lie for improvement or innovation.
What We Review
Our Business Systems Review covers
(but is not limited to)
- CRM & Sales Systems (e.g., HubSpot, Salesforce, Pipedrive)
- Marketing Tools (automation, email platforms, lead generation)
- Finance & Accounting (Xero, MYOB, QuickBooks, payroll integrations)
- Cybersecurity posture (cloud storage, password management, endpoint security)
- AI adoption opportunities (chatbots, analytics, content tools, customer service)
- Productivity Platforms (Microsoft 365, Google Workspace, Slack, project tools)
- Internal Systems & Workflow Automation (Zapier, Power Automate, etc.)
Why Work With Us ?
We’re not just consultants — we’re growth partners who understand how sales, marketing, tech and operations
intersect.
We’re independent — which means we recommend what’s best for you, not what earns the biggest commission.
We work with a trusted network of solution providers across cybersecurity, AI, cloud software, automation, and more — ready to step in when you’re ready.
We can also implement and manage these upgrades on your behalf — or support your in-house team.
What You’ll Walk Away With
A detailed Business Systems Audit
Report
Recommendations on AI and innovation opportunities
A pathway to stay competitive, agile, and scalable
A tailored roadmap with upgrade & automation recommendations
Insights on cost savings, risk reduction, and efficiency gains
Connections to trusted solution providers (and the option to buy via us)
You don’t need Value
We offer Business Systems Reviews as a standalone, fixed-price service.Starting from $1,500 AUD, depending on business size and scope.
Bonus: If you proceed with implementing any of our recommended solutions, a portion of the review fee may be credited toward those services.
Ready to Modernise & Maximise?
Don’t let legacy systems limit your potential.
Let’s review your tools, modernise your operations, and open the door to a more secure, scalable, AI-enabled future.