You already have a business
We start from what you already have.
Three, five, ten years in, you have a website, customers, reviews, a domain and a way of working. Most of it is worth keeping. An Existing Business Audit finds out which parts, and what it would actually take to operate the rest.
01What you get
You leave with four things, whether or not you continue.
A diagnostic you own, not a sales call. Each of these is yours to take elsewhere.
02Existing Business Audit
Having a website does not mean you need a new one.
If you already trade, the build starts with an inventory rather than a demolition. Every important system is classified, every call is explained, and you approve each one before anything changes. Work you have already paid for gets kept.
Foundation
- KeepEntity statusLLC registered and in good standing.Low riskNo actionNothing to do. Registration confirmed and the standing recorded.
- KeepEIN / tax IDAlready issued and on file.Low riskNo actionNothing to do. Held on file for tax and banking steps.
- MissingBusiness bank accountTakings still go to a personal account.High riskFirstOpen a business account and move takings off the personal one.
- ImproveInsuranceGeneral liability only. Commercial work needs more.High riskFirstQuote commercial general liability at the cover commercial work requires.
- KeepLicences and permitsCounty licence current. Renewal noted.Low riskNo actionNothing to do. Renewal date recorded and monitored from here.
Identity
- ImproveBrand assetsOne logo file, no colour or type system.Low riskLaterDraw a colour and type system out of the logo already in use.
- KeepDomain and DNSOwned, four years old. Worth keeping.Low riskNo actionNothing to do. Four years of history kept and connected as it stands.
- ReplaceBusiness emailA personal address on the van and the invoices.Medium riskFirstMove to an address on the domain, with the personal one forwarding.
- ImproveBusiness phoneMobile only. No hours, no missed-call handling.Medium riskNextPublish hours and add missed-call handling to the number already in use.
Customer experience
- ImproveWebsiteSound structure, slow, no quote form. Worth fixing, not binning.Medium riskNextFix the speed and add a quote form. Structure, copy and domain stay.
- MissingQuote and lead captureNo way to request a quote without calling.High riskFirstAdd a quote request that reaches both the inbox and the CRM.
- MissingCRMJobs tracked in a notes app.High riskFirstStand up a CRM and import the jobs currently held in the notes app.
- MissingSchedulingBooked by text, double-booked twice this month.High riskFirstConnect scheduling to the calendar so the double-booking stops.
- ImprovePaymentsCard reader on site, nothing online, no deposits.Medium riskNextAdd online payment and deposits alongside the card reader on the van.
Operations
- MissingBookkeeping setupReceipts in the glovebox.High riskNextSet up bookkeeping and a receipt routine that survives the glovebox.
- MissingService and quote termsNothing written down when a job goes wrong.High riskNextWrite service and quote terms before the next job goes wrong.
- ImproveDocument organisationFiles across two personal drives.Low riskLaterConsolidate the two personal drives into one document structure.
Launch
- ImproveGoogle Business ProfileClaimed, thin, wrong hours.High riskFirstCorrect the hours and finish the profile. Wrong hours turn customers away.
- ImproveLocal listingsThree listings, three different phone numbers.Medium riskNextMake the name, address and number identical across all three listings.
- KeepReviews and reputationGenuinely good. Nothing to fix, everything to use.Low riskNo actionNothing to do. They stay exactly where they are and get used.
- MissingAnalyticsNo idea where enquiries come from.Medium riskNextInstall analytics so where enquiries come from stops being a guess.
- KeepSocial profilesActive and in the owner's voice. Left alone.Low riskNo actionNothing to do. Left in the owner's hands and the owner's voice.
Your website
If your website is 80% right, we fix the 20%.
Most sites we look at are not worthless and not finished. The audit says which, and says why, before anyone proposes replacing anything.
- Keep
It works. We leave it alone.
Sound structure, decent design, converting well enough. We connect to it rather than rebuild it, and you pay for nothing you already own.
- Improve
Mostly good. We fix the weak parts.
The commonest outcome. Targeted work on what is actually weak - speed, a missing quote form, mobile, a thin service page - while the structure, copy and domain history stay.
- Replace
It is holding the business back. We rebuild it.
Reserved for sites where fixing costs more than starting again. Content, domain and anything else worth carrying comes across rather than being discarded.
Where a rebuild happens, the domain, existing content and the accounts behind them carry across rather than starting from zero. Search results depend on Google, so we protect the signals we control and do not promise positions.
The audit decides which of these three applies. The work itself is scoped and priced into onboarding, so a diagnostic never turns into an open-ended rebuild.
Self Operate Readiness Plan
What can be operated now, and what is in the way.
Every audit ends with this. Not a score, and not a recommendation to buy more: a plain list of what Self Operate could take over immediately, what has to be fixed before it can, and what is not ours to decide.
Self Operate can handle this now
Connected, healthy, and inside the permissions you set.
- Inbox triage and first replies on the business address
- Follow-up on quotes that have gone quiet
- Review requests after a completed job
Must be fixed first
Self Operate cannot work on top of a system that is missing or broken.
- No CRM, so there is nowhere for a lead to land
- No quote form, so intake cannot be automated
- Scheduling not connected to a calendar
Needs your approval
A decision only the owner can make. We prepare it and wait.
- Replacing the personal email address on invoices
- Publishing corrected hours to Google Business Profile
- The spend limit each assistant operates under
Needs an outside provider
Someone outside SelfOperate has to act. We prepare and track it.
- Commercial insurance cover quoted and bound by an insurer
- A business bank account opened in your name
- A licence renewal filed with the county
Blocked
Waiting on something above. Named so it does not go quiet.
- Online deposits, until the business bank account exists
- Automated bookkeeping, until receipts stop living in the glovebox
Staying exactly as it is
Working, owned by you, and no part of anyone's scope.
- The domain and its four years of history
- Existing reviews and the reputation behind them
- Social profiles, in your own voice
Self Operate never grants itself a permission. Everything in the first bucket still runs read-only, approval-required or permitted, exactly as you set it.
03The boundaries
A diagnostic, not a rebuild.
The audit decides what your business needs. The work itself is scoped and priced into onboarding, so a fixed-price diagnostic never becomes an open-ended one.
04Founding customer pricing
$395, one time. Credited toward onboarding if you continue.
A published price, not a range. Founding customer pricing during the early launch period, set lower on purpose while the product proves itself.
We do not start by rebuilding what you already paid for.
Three, five, ten years in, you have a website, customers, reviews, a domain and a way of working. Most of it is worth keeping. An Existing Business Audit finds out which parts, and what it would actually take to operate the rest.
Working systems are kept and connected, not replaced because we prefer a different tool. Your domain, customer data, reviews and accounts stay yours throughout.
- Credited toward onboardingYour $395 audit is credited toward onboarding if you continue. The full amount comes off your onboarding price - you pay it once, toward the work.
- 30 days includedYour first 30 days of Self Operate are included after onboarding. Continue for $299/month after that, or do not. Nothing starts on its own.
- Yours either wayWalk away and you keep the audit, the findings and your exact onboarding price. It is a diagnostic you own, not a sales call.
- 01AuditEvery system classified Keep, Improve, Replace or Missing, with the reason, the risk and what to do next.
- 02Readiness planWhat Self Operate can handle now, what must be fixed first, and what is waiting on you or an outside provider.
- 03Your exact priceYour real onboarding scope and figure. Not a range, and not a number you have to ask twice for.
- 04OperateOnboarding does the agreed work. Self Operate runs the recurring work you approve, at $299 a month.
The audit decides what your website and systems need. The work itself is scoped and priced into onboarding, so a diagnostic never becomes an open-ended rebuild.
Tell us about the business you run.
One sentence is enough to start. We come back with what we would audit and how, and nothing is charged until you have seen your exact onboarding price.