Simplero Systems and Operations Audit
Let’s make sure you’re getting the most out of Simplero!
What is a System and Operations Audit?
Simplero is a powerful all-in-one platform designed to make running your business easier—whether you’re managing online courses, marketing automation, or sales. But let’s be honest: with so many features packed into one system, it’s easy to overlook some of the hidden gems that could really make a difference for your business. That’s where I come in!
With my eyes behind the scenes of your business, I’ll share relevant tips on how to optimize and simplify the back end of your system and any other advice that is fitting to your business.
Here’s what a complete Simplero audit can include:
Simplero Account 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.
Simplero 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.
Simplero 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.
Simplero Course 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 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.
Simplero 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.
Simplero Membership and Subscription Management 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.
Build Your Perfect Audit
I offer bespoke audit packages designed to fit your needs, whether you’re looking for a quick tune-up or a comprehensive review of your entire account.
How it works
Create & Buy Your Package
Start by contacting me to create the audit package that best suits your needs. Once you’ve purchased your audit you’ll receive a confirmation by email with details about the next steps.
Complete Your Questionnaire
After your purchase, you will receive an email that contains a detailed 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.
Please note, qualified clients who wish to inquire about 1:1 Simplero Certified Expert support are eligible to apply the cost of their audit to a monthly retainer with me.
CONTACT ME
Have Questions?
Don’t hesitate to reach out to me with any questions you may have – no question is too small. Submit your inquiry to send an email directly to my inbox and I will be in touch as soon as possible.