See what's costing your business time, money, and growth.
Discover what's broken, what it's costing you, and what to fix first — before you buy another tool. So you can spend less time managing operations and more time enjoying the business you built.
Free · 2 minutes · Instant results.
Independent audits, flat fee from $2,000 — no retainer, no software to sell you. See pricing
What complexity costs you
Modelled capacity cost for a typical 10-person team — manual admin, disconnected tools, and reports rebuilt by hand. Illustrative, not a client result.
Repetitive admin and manual data entry eat the week.
Tools aren't integrated, so data gets re-entered by hand.
Decisions run on lagged reports, not live numbers.
We map exactly where it goes — then rank what's worth fixing.
Independent & vendor-neutral · Confidential by default · Delivered in 10 business days · No software to sell you
Technology should serve people — not the other way around. Better systems should give you more time, less stress, and fewer things to chase. Not another collection of tools to manage.
Your business has outgrown its systems.
You added customers, people, and revenue — but the systems underneath didn't grow with you. So you spend your days checking whether reports are right, chasing contracts, and solving problems that shouldn't need you. Growth started creating complexity instead of freedom.
Manual work piles up
The same data gets re-entered by hand across tools that don't talk to each other. Small errors cost real money.
Nothing is connected
Information is scattered across spreadsheets, apps, and inboxes. There's no single source of truth.
You're the bottleneck
Too much runs through the founder's head. The business can't move faster than you can.
Where you are today — and where the audit gets you.
Your free assessment turns into a snapshot like this: an honest read on today, and the operational headroom the audit maps out. 52% isn't a failing grade — it's your starting point.
Today
After the audit
Sample output — illustrative, not client results.
How we find what's costing you.
An engineer's approach to your operations. We understand how the business actually works before recommending a single change — and we measure the impact, not guess at it.
01 · Discover
Talk to the people
Founder, leadership, and the people doing the actual work. Confidential interviews, 30–45 minutes each.
02 · Map
Trace the real flow
How cash, time, and data actually move through your stack — CRM, accounting, field tools, spreadsheets.
03 · Quantify
Put a number on it
What each inefficiency costs in hours, errors, and dollars. Measured where we can, modelled where we can't — and we say which.
04 · Prioritize
Rank by impact
A clear order: what to fix first, what to delegate, and what to leave exactly as it is.
We don't sell software. We tell you the truth.
Most people who audit your operations are trying to sell you the thing they build. We're not. Our only product is a clear, independent picture of your business and what's genuinely worth changing.
Sometimes the best advice is to change nothing.
Not every process needs fixing. If a spreadsheet is working, we'll tell you to keep it. We recommend new tools, automation, or AI only when there's a real reason — and only after we understand what you already have. AI is one tool in the kit, never the point.
We practice what we playbook.
UBP runs on the same methodology we bring to you. Rather than invent case studies, we built our own operations the way we'd build yours — so you can see the approach before you buy it. Among the systems we run in-house:
Real systems we use to run UBP. As we measure results, we'll document them here — before, after, and real numbers.
What you actually walk away with
A diagnostic map of your business — PDF or PPTX, delivered in 10 business days. Not a line of software. Real format, sample data, no email required.
Your operations report
Overall score, a category-by-category breakdown, and a modelled cost estimate for each area.
A ranked fix plan
Every opportunity ordered by impact versus effort — plus a “stop doing” list of work to retire.
A sample delivery plan
Exactly what building the top fixes would involve, so you can decide what's next on your terms.
A sample page from the delivery plan: every fix mapped on impact vs. effort.
From first click to clear plan
- 1
Take the free operational assessment
Have a short, guided conversation about your operations and get an instant breakdown of where your time, money, and growth are going.
- 2
Book a 15-minute discovery call
We review your results together, see if there's a fit, and walk through what working together looks like, including pricing and timeline.
- 3
Sign and start the audit
Once the contract is signed, I conduct 30–45 minute interviews with you and your team to build a full picture of how the business actually runs.
- 4
Receive your business map and deliverable
You get a complete map of your business: what to fix, what to stop doing, and where the biggest opportunities are. Delivered either as a PowerPoint or PDF, whichever you prefer. I'll also walk you through the next steps after the audit so you know exactly how to move forward.
One flat fee. No retainer. Nothing to sell you.
Built for businesses past ~$300K, where growth has outpaced the systems running it. This is the diagnostic audit — a complete, independent picture of your operations. It stands on its own; if you decide to build on it, that's quoted separately and only when you're ready.
I take on 4 audits a month, kept deliberately small so delivery stays fast and hands-on.
Starter
Growth
Scale
Why it's a flat fee
No retainer, no hourly meter, no software license tucked into the price. You pay once for an honest map of your business — including the parts we recommend leaving exactly as they are. Our only product is the clarity, so there's nothing to upsell inside it.
Want to see exactly what you're paying for? See a sample delivery plan (PDF)
When you're ready — not before
The audit stands on its own. If you decide to act on it, you can run the fixes with your own team, bring us in for advisory, or have us build them. Either way, the map comes first.
Company Memory Bank
A central place that remembers how your business actually runs: docs, data, and process in one spot.
Live dashboards
One screen for the numbers that matter. No more rebuilding the same spreadsheet.
AI agents
Assistants for the repetitive work — only where they genuinely save time.
Workflow automation
Connect the tools you already use so data stops getting copied by hand.
An engineer's eye on your operations
UBP is led by Erika — trained as a petroleum engineer, then a data scientist and systems engineer. The habit carries over: treat a business like a critical system, map how it really works, and fix the root cause instead of papering over it.
That means plain-English blueprints, not jargon. Honest about what's worth changing and what isn't. And recommendations based on what's best for you — never on selling a platform.
Common questions
Why do businesses need an operational audit?
Most businesses lose hours every week to manual work, disconnected tools, and reports they rebuild from scratch — but can't see where, because the cost is spread across the whole operation.
An operational audit maps the full flow of your time, money, and data, shows you exactly where it goes, and ranks each fix by what it's worth — so you know what to change first, and what to leave alone.
Do I have to buy anything after the audit?
No. The audit is a complete, standalone deliverable — a clear map of your business and a ranked plan. You own it, full stop.
If you decide to act on it, you have options: run the fixes with your own team, bring us in for advisory, or have us build them. That's your call, and it's quoted separately. We don't sell software, so there's nothing you're obligated to buy.
Is this an AI or automation service?
No. We do independent operational intelligence — understanding how your business actually works and what's genuinely worth improving.
AI and automation are tools we recommend only when they clearly help, and only after we understand your operations. Many of our recommendations involve no new software at all. The goal is a better-run business, not more technology to manage.
Are my interviews going to be shared with colleagues and my manager?
Employee interviews conducted during the audit are strictly confidential. What team members share in those sessions is never reported back to the CEO, manager, or business owner, verbatim or otherwise. The goal is to create a space where the people doing the actual work can speak honestly about what's getting in their way, without fear of it being used against them. That authenticity is what makes the audit findings meaningful.
The one exception: if illegal activity is disclosed during an interview, I am obligated to act. I will not look the other way.
Is my data secure?
Yes. Your data is encrypted and protected with enterprise-grade security. We never share or sell client data, and your proprietary workflows stay completely private.
Interviews are recorded and transcribed through Fathom, a trusted meeting-assistant tool. It does not sell your recordings or meeting content to anyone. We don't store any audio ourselves; we work only from the AI-generated transcript and our own notes. You'll be notified before a session is recorded, and you can opt out of the audio recording if you'd prefer.
What happens if I need to cancel my appointment?
Cancellations made more than 24 hours before the scheduled call are not charged. Cancellations made within 4 hours of the call are subject to a cancellation fee.
See what's costing your business — and what to do about it.
A guided 2-minute assessment, then your personalised operations snapshot. Instant results, no credit card. So you can get back to running the business, not managing it.
Start the free assessmentBuilt for businesses past ~$300K, where growth has outpaced the systems running it.