Limited Time Offer

FIND OUT WHERE
YOUR BUSINESS IS
LEAKING TIME & MONEY.

A full review of your current systems and automations. We document what you have, what is broken, and what to prioritize so you finally know exactly what to fix first.

$500 $99
See what's included
Reviews your full tech stack
Pinpoints what's broken and leaking
Hands you a prioritized fix plan
Sound Familiar?

YOU'VE GOT TOOLS.
BUT DO THEY ACTUALLY WORK?

Most growing businesses are running on a tangle of software that barely talks to each other. Here's what we hear all the time.

01
"We pay for tools we barely use."
Subscriptions stacking up, set up halfway, overlapping each other. You're not sure what's actually earning its keep.
02
"Nothing talks to anything else."
A lead comes in and someone retypes it into three systems. Data lives in silos. No single source of truth.
03
"We're doing it all by hand."
Following up, data entry, status updates, invoicing. Hours every week on work that should be automatic.
04
"Leads slip through the cracks."
Forms that go nowhere, nobody follows up, no visibility. You can feel money leaking but can't point to where.
If any of that sounds familiar, the first step isn't buying more software. It's seeing clearly what you already have and where it's failing you. That's exactly what the Automation Audit does.
What It Is

Most businesses run on a tangle of tools that barely talk to each other. The Automation Audit untangles it.

We dig into your CRM, email and SMS, forms, scheduling, payments, and the connections between them. Then we hand you a clear, prioritized map of what's working, what's quietly costing you, and what to fix first, whether you do it yourself or have us do it.

What We Examine
📇
CRM & Contacts
How your customer data is structured, tagged, and kept clean.
📧
Email & SMS
Sequences, follow up, segmentation, and what's actually firing.
📝
Forms & Lead Capture
Where leads enter, where they land, and where they're lost.
📅
Scheduling & Calendars
Booking flows, reminders, and following up on no shows.
💳
Payments & Invoicing
How you get paid, what's manual, and what could be automated.
🛒
Ecommerce
Store, checkout, and automation after the sale.
🌐
Website & Funnels
How your site connects to the rest of your business.
🔗
Integrations & Automations
The glue between systems, and every place it's missing.
What You Walk Away With
A documented system inventory
Every tool you use, how they connect, and where the gaps and duplicate work live.
What's broken or leaking
The breakpoints, manual steps, and dropped handoffs that cost you leads and hours.
A prioritized list of fixes
Ranked by impact and effort, so you know exactly what to tackle first, and what can wait.
A walkthrough with us
We don't just send a file. We walk you through the findings so they actually make sense.
GET YOUR AUDIT
$99 $500 one time · limited time
Your information is private and never shared.
Documented findings + prioritized action plan
A walkthrough call to explain it all
Yours to keep, with no obligation to buy anything else
How It Works

FOUR SIMPLE STEPS

No long commitment, no mystery. Here's the whole process from start to finish.

1
Claim your audit
Pay the $99 and tell us which tools you're running. Takes two minutes.
2
We dig in
We review your systems and the connections between them, documenting what we find.
3
You get the audit
A clear findings doc and a prioritized action plan, walked through with you live.
4
You decide
DIY the fixes, or have us handle them. Either way, the audit is yours to keep.
The Value

$500 OF CLARITY,
FOR $99 TODAY.

A proper systems review is normally a $500 engagement, and worth every penny when it surfaces the manual work and dropped leads quietly costing you far more than that every month.

For a limited time we're offering the full audit for $99. Same depth, same deliverable, same walkthrough. It's simply how we like to start a relationship: by showing you real value first.

$99 $500
You save $401 · limited time
  • Full review across all 8 system areas
  • Documented system inventory
  • What's broken or leaking, spelled out
  • Prioritized list of fixes (impact vs effort)
  • A live walkthrough of the findings
  • Yours to keep, zero obligation
Why It's Worth It

WHAT HAPPENS
WHEN IT'S CONNECTED

The audit is the map. Here's what our clients typically see once the systems are actually working together.

12hrs
Saved per week, average
100%
Pipeline visibility
0
Manual data entry tasks
3x
Faster lead response
What People Say

DON'T JUST TAKE OUR WORD FOR IT

Leaders who know automation, marketing, and software inside out trust Vital Consulting. Here's a few of them.

Michelle ThatcherU.S. Green Chamber of Commerce
Dustin MathewsDigital Marketer of the Year
“

JR Keene and his team at Vital Consulting just get it. They are amazing digital marketers and sales automation experts!

Jordan BelfortAuthor, The Wolf of Wall Street
“

JR Keene always goes above and beyond. He has a talent for understanding businesses and designing automated solutions like no other!

Clate MaskCEO of Keap
“

Through their advanced knowledge of Keap and website development, they seamlessly built us an amazing tool to capture donations and stay in touch with our community. I highly recommend Vital Consulting.

Rebecca KnightPrivate Consultant
“

We went from running everything in spreadsheets to having full visibility into our pipeline in under a month. I finally know what is happening in my business.

Andy NiewaldBurton Pools and Spas
Common Questions

GOOD TO KNOW

Do I have to buy anything after the audit?
No. The audit is a standalone deliverable that's yours to keep. Fix things yourself, hand it to your team, or have us do it. Entirely your call, no pressure.
What do you need from me?
A quick rundown of the tools you use and read only access (or a short screen share). We'll send simple instructions after you check out.
How long does it take?
Typically about a week from when you share access, depending on how many systems are involved. We'll confirm a timeline when we reach out.
Will you understand my specific tools?
Almost certainly. We work across 50+ platforms and are Thryv/Keap certified. If something's niche, we'll still map how it fits the rest of your stack.
Is this just a sales pitch in disguise?
No. You get a real, documented deliverable regardless of whether you ever work with us again. The audit stands on its own.
Why is it only $99?
It's normally $500. For a limited time we're offering it at $99 because it's the best way we know to show real value up front and earn the chance to do more.
Ready?

SEE EXACTLY WHERE
TO FIX FIRST.

Stop guessing where the time and money are going. Get the full picture for $99.

$500 $99
Secure checkout · no obligation · yours to keep