Find out how you can get your Marketing Time Audit for free. See the founding client program → Find out how you can get your Marketing Time Audit for free. See the founding client program → Find out how you can get your Marketing Time Audit for free. See the founding client program → Find out how you can get your Marketing Time Audit for free. See the founding client program →

The five documents

Open the actual documents

Below is a complete audit, start to finish, followed by the system that got built from it. Read the real thing rather than a description of it, then decide whether your firm would get its money back.

About these documents. Every document on this page was built for Bellhaven Wealth Advisors, a fictional firm used for these samples, so you can read the actual format rather than a description of it. For measured before-and-after numbers, see real results.
Document 01 · sample

The time map

Where the week actually goes, traced task by task. The blue rows are the ones a system should own. Most teams have never had this number, which is why the budget conversation stalls.

Time map: marketing team of 6 Bellhaven Wealth Advisors · illustrative
Formatting and reposting content11 hrs
Rewriting one asset for four channels9.5 hrs
Chasing compliance review cycles8 hrs
Campaign strategy and planning4 hrs
Pulling numbers into the monthly report7 hrs
Sorting customer feedback by hand6 hrs
Work only your people can do3 hrs
Hours per week a system could own 30.5

Built from what your tools show shipped over 90 days, against what your team says each piece takes, with waiting time read off the timestamps. The method is printed on the document so the arithmetic can be checked.

Document 02 · sample

The kill list

Every candidate system ranked by hours returned against build effort, so the order stops being a matter of opinion. It also names what got cut and why, which is usually the more useful half.

Open it and read what got cut. That half is usually the more useful one. Open it full screen

Document 03 · sample

The blueprints

The blueprint for your top item, written so any competent developer could build it without ever speaking to me. That is deliberate. If the only person who can build your system is the person who drew it up, you're holding a sales document, not a plan.

Open it and decide whether your own developer could build from it. Open it full screen

Document 04 · sample

The tool review

What you already pay for, what it actually covers, and what to cancel with dates attached. Often the audit pays for itself here before a single system gets built.

Open it and add up the cancellation dates. Open it full screen

Document 05

The recorded walkthrough

Roughly fifteen minutes of me walking through your findings on video. You forward it instead of re-explaining it, because the person who signs off on your budget usually wasn't on the call and won't read a forty-page document.

It's the only one of the five I can't show you a sample of here, because it would be a stranger's numbers read aloud. You'll see yours on day ten.

Fifteen minutes you can forward, rather than a document you have to summarise.

Then you decide what to build

The documents above are yours whatever you do next. If you want the top item built, that gets scoped after you have read them, never before.

See the systems that come off an audit

Four firms will get these five documents free this month. Here is how that works.

Fifteen minutes, then you'll know

Fifteen minutes, no charge, no deck. Tell me what your team keeps redoing by hand and I'll tell you straight whether an audit would find enough to be worth it.

Book a free 15-minute call See the ten days