Not sure if your Simplero account is set up the right way?
Simplero System & Operations Audit: Find Out What’s Working, What Isn’t, and What to Fix First
Get an expert review of your entire Simplero setup: account settings, website, emails, funnels, courses, sales process, memberships, compliance, and analytics. You’ll receive a full written report and a personal consultation to walk through every finding.
✅ Certified Simplero Expert
✅ Bespoke Audit Packages
✅ Post-Audit Consultation
Simplero Is Powerful, But Only If It’s Set Up Properly
Simplero is packed with features. But with so much happening across your account settings, email sequences, funnels, courses, and integrations, it’s very easy to have settings that are misconfigured, automations that aren’t firing, gaps in your sales flow, or compliance issues you don’t know about — all quietly costing you time, money, and client experience.
An audit gives you a clear, expert picture of exactly what’s working, what’s broken, and what could be performing better. No guessing. No more wondering.
Here’s what a complete Simplero audit can include:
Account Settings Review
I’ll dive into your Simplero system settings, ensuring your personal profile settings, account settings, marketing settings, and sales settings are set up correctly.
Website Review
I’ll review your website, membership areas, and landing pages, to make sure everything’s running smoothly and giving your clients the best possible experience.
Email Marketing Review
I’ll review your email campaigns and sequences to find ways to increase engagement and drive better conversions. I’ll evaluate your list management practices to ensure your email lists are organized, segmented effectively, and optimized for engagement.
Compliance and Security Review
I’ll confirm if your account is secure and up to date with any legal requirements and that your data security settings are properly configured for maximum safety.
Course and Content Delivery Review
Your courses and content delivery should feel seamless for your audience. I’ll analyze the layout of your courses, content delivery methods, and membership structures to ensure they’re intuitive and user-friendly.
Funnel & Automation Review
Have a signature offering? I will go through your existing automations and funnels, to make sure your offer is clear and identify areas where we can simplify processes and save you time.
Sales Process Review
I’ll review your sales pages to ensure they are engaging and effectively communicate the value of your offerings. Then, I’ll assess your checkout flow to identify any obstacles or inefficiencies that could hinder conversions. Finally, I’ll evaluate your payment settings to make sure they’re user-friendly and set up to provide a seamless purchasing experience for your customers.
Membership and Subscription Review
I’ll take a deep dive into your membership and subscription settings to ensure they’re working seamlessly for both you and your customers. I’ll assess your membership tiers, access levels, and subscription plans to confirm they’re structured in a way that aligns with your business goals and provides a great experience for your audience.
Analytics and Performance Tracking Review
I’ll assess how you’re using Simplero’s analytics and tracking tools to measure your business performance and help you set up or optimize tracking for campaigns, funnels, and courses, ensuring you’re collecting the data that matters most.
From Enquiry to Audit Report, Here's the Process
Create & Buy Your Package
Start by contacting me to create and purchase the audit package that best suits your needs.
Complete Your Questionnaire
After your purchase, you will receive a detailed intake questionnaire. Please complete this to the best of your ability to help me understand your current setup, goals, and any specific areas you’d like to focus on.
Audit Completed
Once I have your completed questionnaire, I’ll jump into your Simplero account within 14 business days and thoroughly review the areas outlined in your audit package.
Audit Report Provided
After the audit is finished, you’ll receive a comprehensive report detailing our findings and customized suggestions to improve your Simplero setup.
Post Audit Consultation
After you’ve had a chance to review the audio report, we’ll set up a consultation to go over the results, giving you the chance to ask questions and get clear guidance on how to apply the suggested changes.
💡 Bonus: Qualified clients can apply the cost of their audit toward a monthly Simplero retainer with me.
A Simplero Audit Is Right for You If…
- You’ve been using Simplero for a while but want expert eyes on your setup to confirm everything is configured correctly
- Your automations, emails, or funnels aren’t performing as well as they should
- You’re about to launch something new and want to make sure your foundation is solid first
- You’re not sure if your account is compliant, secure, or using Simplero’s best practices
- You want a clear action list, not just a vague sense that something might be off
Build Your Perfect Audit
I offer bespoke audit packages designed to fit your needs, whether you want a focused review of one area or a comprehensive audit of your entire Simplero account.
🔎 Focused Audit
Review 1-3 specific areas within your Simplero account.
🔎 Comprehensive Audit
Full review of all audit areas across your entire Simplero account.
What Clients Say
“You are invaluable and I don’t trust anybody else right now for creating stuff on the website and understanding Simplero or email automations.
You’re worth your weight in gold. I know I keep saying that, but it’s almost like I kiss a lot of frogs before I found my princess -my queen by my side and that’s you Megan. You really shine.”
“Bottom Line: Megan Fearman is an amazing VA. I’ve worked for the past 3 years with quite a few different online teams, including different VA’s. Of all the VA’s I’ve worked with, Megan BY FAR has the fastest turn-around and most accurate and complete work product, whatever it includes! Her attitude is positive yet calm and she is very clear with her explanations to help the team stay at the top of our game. She always follows up on details that others forget. Megan is highly skilled and knowledgeable with many software platforms – I haven’t found one yet that she doesn’t know. I also appreciate her consistent professionalism and discretion on all projects. I highly recommend her for any job as she will make life easier and help your systems run more smoothly and efficiently.”
Ready to Fix What the Audit Finds?
Done-for-You Simplero Services
Hand off the implementation of any audit recommendations.
Simplero Retainer Support
Ongoing expert support to keep your Simplero account optimized.
FAQ
What areas of my Simplero account get reviewed?
Your audit can cover account settings, website and landing pages, email marketing and sequences, compliance and security, courses and content delivery, funnels and automations, sales process and checkout, membership and subscription management, and analytics and performance tracking. You choose which areas to include.
How long does the audit take?
Once I receive your completed questionnaire, I’ll complete the audit within 14 business days.
What do I receive at the end?
You receive a comprehensive written audit report with findings and customized recommendations, followed by a post-audit consultation to walk through the results together and clarify next steps.
Can I apply my audit cost toward a retainer?
Yes! Qualified clients who wish to move into ongoing 1:1 Simplero Expert support are eligible to apply the cost of their audit toward a monthly retainer.
What if I only want one or two areas reviewed?
No problem. I offer focused audit packages covering 1–3 specific areas as well as comprehensive full-account reviews. We scope this together before you purchase.
Ready to Find Out Exactly How Well Your Simplero Is Set Up?
Stop guessing and get a clear, expert picture of your Simplero account with a full report and personal consultation to make sense of every finding.
Have a Question Before You Book?
Not quite ready to book a consult? Send me a message directly and I’ll get back to you within 1–2 business days.