$2,500.00 USD

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Process & Operations Audit and Coaching

With our Systems & Operations Audit and 1-on-1 Coaching Sessions, you will take your business to the next level by getting your “house” in order and learning how to function more effectively and efficiently.



  • Operations Audit

    • In this initial session, we will discuss your current systems and processes, identify opportunities and gaps, and review our step-by-step plan for establishing an operation for greater efficiency and growth.

  • 4 thirty-minute Sessions with Operations/Systems Expert and Coach, Susie Adamson. where we will cover things like:

      • Making sure your CRM is organized

      • Setting up your team drive, calendar, and other systems

      • Creating/refining transaction checklists (with exclusive access to Susie’s checklist templates)

      • Adding email templates to checklists

      • Setting up and using your business tracker

      • Using your task list for your daily marching orders

      • Using action plans

      • Knowing the best uses for Bulk emails vs Marketing emails

      • Identifying admin/ops responsibilities

      • Establishing clear, efficient onboarding of admin(s)

You will receive an email from Susie after purchase within 1-2 business days with next steps.

What People Are Saying:

Susie Adamson is an amazing real estate coach. She helped me prepare to onboard a virtual assistant and more than that she reaffirmed my confidence. I truly appreciate her support and always being so prepared to help me succeed.

Rachel Hausman Masse