Huddle Business Audits - Say Yes
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HUDDLE BUSINESS AUDITS

Get paired up with the perfect Huddle SELECT consultant to give you the individual support you need right now. Audits are a quick 1-2 session way to get A LOT of feedback on everything from your Instagram strategy to your financials and business health.
 
Find audit offerings below with pricing.
 
Simply email us at thehuddle@sayyes.com when you’re ready to snag a session with one of our specialists.

Rachel Dorsey

Business Strategy Audits

Established Businesses: Review your 2021 profit and loss (if you have one) against this year’s forecast. Consider opportunities to minimize unnecessary expenses and maximize profits. Address financial questions and build a plan for moving forward. 

Emerging Businesses: Build or refresh a custom budget template to clarify and get a handle on recurring and unexpected expenses, projected revenue, and anticipated profit margins. Identify savings vehicles, get your tough money questions answered and leave with clarity.

Marketing Audit: Review existing marketing campaigns and discuss plans moving forward. Address pain points, talk through concepts and leave with an organized strategy that connects your audience to your product or service through the channels that are most likely to be effective AND the channels you’re most likely to employ.

Social Strategy Audit: We’ll deep dive into the social component of your marketing strategy. With a people-first approach, we’ll identify what’s working, what isn’t, and what might work in the future as you leverage existing social channels and consider embracing new ones. With the goal of reaching and converting your target market, we’ll look at all facets of content from copy to creative.

All audits: Sliding scale $350 – $650 a session based on need for a 90 minute session, or  $850 – $1500 for a 3 hours session.

 

Anjelika Temple

Mini Brand & Content Audits

In this audit, we focus on your brand voice, storytelling through content, and how you can jump quickly from high level vision to detailed production & execution. $500 for a 90 minute audit.

Jill Dempsey

Financial Audits

Financial Snapshot: In this audit, your financial materials will be reviewed in advance; observations will be given, and introductions to needed resources will be made. $500 for a 90 minute audit.

Financial Analysis: Includes above items along with a historical financial analysis with feedback and best practices. $1K for two 60-90 minute call and reports.

Financial Analysis with Forecasting. Includes above items along with a multi-year review and a preliminary forecasting tool. $2.5K for three 90 minute calls and reports.

Financial Overhaul: Includes above items along with a multi-year full forecasting tool & a data analytics dashboard creation. $5K for up to five 60-90 minute call and reports.

Gitanjali Morris

Business Development and Strategy Audits

Business Development. Let’s take a look at your portfolio together to identify areas of strength and opportunities for improvement. What tools have helped you achieve the outcomes you are most proud of? What tactics led you down a path that turned out to be a waste of time or resources? Together we’ll do a high-level evaluation and reflection so you can leave the session with a strong sense of what you need and (more importantly) want to do next. $500 for a 60-90 minute audit.

Strategy Audit. Let’s take a step back, zoom out, and look at the big picture. Mission? Great. Vision? Awesome. Values? Keep going. Handbook? Check. What about growth opportunities – for yourself or your team? By the end of this session, you will remember your ‘why,’ gain clarity about prioritization of goals, and be ready to amend your approach in order to make progress. Who knows…you might even identify a missing piece of the puzzle that will increase impact and purpose in your work. $500 for a 60-90 minute audit.

Bridget Brown

Business Coaching Audits

Birds Eye AuditIn this audit, we take an overview of the company and setup, systems and processes, along with growth and strategy. It’s always nice to have an outside perspective from an outsider who can take an aerial view of your company! $425 for a 60 minute audit.

Tough Love Business Tune-Up: When someone really loves you, they tell you the truth, even if it’s not what you want to hear! Bridget is like your business’s good-sense-older-sister who wants what is best for you…and isn’t afraid to be honest about how you need to get there! In this 60 minute audit we’ll work together to figure out what your business needs to get tuned up. (It may involve some tough love and hard truths!). $425 for a 60 minute audit.

Get Unstuck: Brand Clarity Audit: The Brand Clarity audit is an hour dedicated to helping you untangle an issue in your business, whether it’s how or where you are growing, or where you are putting your energy, we’ll work together to move you forward. $425 for a 60 minute audit.

Liz Stanley

Instagram Audits

Want to grow an audience, produce the right kind of content for your brand on Instagram to increase awareness and sales? Curious about IG Reels, IG stories, wondering about getting into influencer marketing?
 
Get a full Instagram audit and creative strategy from The Huddle founder and SayYes.com owner Liz whose consulted with brands on their IG strategy, and has grown two successful businesses on IG in both the content creation and community spaces. $350 for a 75 minute audit.

Lindsay Rogers

Branding and Messaging Audits

Brand Story Audit. Your personal and brand stories are powerful and influential; they are the driving force that allows your brand to live on beyond the iterations of your product. And as you start, grow, or scale your company, sharing the key aspects of your story are essential to creating rapport and trust with your customers. With a brand story audit, we will tease apart what key defining moments to include or not include and how to structure your story so as to be tied to your goals as a company. $750 for 90 min audit

Messaging Audit: Social Media/Website and/or Sales and Marketing Materials. Messaging is how you communicate what you do, what you offer, and why it is critical for your customer’s success and happiness. It is how people perceive you, and understand you. To take control over the direction of your company is to take control of your message and how it is received. Here, we will audit your messaging across your website, social media and/or sales and marketing materials to see what’s converting, what’s not, and why. From there we will create an action plan that will help clarify your messaging into 3 distinct pillars, all tied to specific growth goals, allowing you to connect deeply with your current and potential customers. $1200 for 90-minute call plus a detailed action plan.