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Business Audit Template

$197.00
  • Description
  • What's Included
  • Terms

Want to audit your client's business but not sure what or how to do it? That's why I created the Business Audit Template.  The Business Audit Template is the exact system I use to Audit my clients business and systems when first onboarding them. I also use it for ad-hoc systems auditing. This template helps you gather key information, identify priorities, and present findings in a clear, professional format. 

Note: This template is built in Airtable. 

  • 1 Airtable Business Audit Template
  • 3 Airtable Automations (Available Instantly)
  • 1 Zapier Tutorial Setup Video
  • 2 Interfaces for Responses and Reports
  • Setup Videos (within template)
  • 1 Business Audit Summary Report Template
  • 1 Systems Audit Summary Report Template

Read the full digital product terms and conditions here.

TL,DR; 

  • This is a digital template, therefore no physical is sent. 
  • Designed for personal use only. Resell is prohibited.  
  • All sales are final. No refunds available. 
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Business Audit Template

$197.00
This template is a no-brainer if...

You want a simple, repeatable way to conduct business audits for your clients.

You need a clear structure for collecting and organizing audit data.

You want to provide professional audit reports that show clients their next steps.

Frequently Asked Questions

What is this template used for?

This template is designed to help OBMs audit their clients’ businesses by providing a step-by-step process to evaluate systems, workflows, and priorities.

Do I need to be familiar with Airtable?

You need to be somewhat familiar with Airtable. However, The included videos will walk you through setup and usage, making it easy for anyone to use.

Can I reuse this template for multiple clients?

Yes, this template is designed to be a reusable asset in your OBM toolkit.

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