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System status: operational
Delivery Audit

Delivery Audit

Required first step before delivery changes; without it, fixes target the wrong bottlenecks and stalls continue.

ContactView Services

What you get

  • Friction map with owners and evidence
  • Prioritized build order with rationale
  • Asset list with scope and handoffs
  • Decision memo: internal execution vs. with us.

Best for

  • Handoffs that stall work and blur ownership
  • Teams preparing to scale without losing consistency
  • Leaders who need a clear build order
AUDIT OUTPUT
Friction Map
Handoff breakpoints tagged and ranked.
Build Order
Sequence locked with scope gates.
Decision Memo
Single source for priorities and ownership.
Delivered as a single decision artifact.
Process

Two-week audit sequence

A two-week, bounded diagnosis of the delivery system; no implementation work is done and there is no obligation to continue.

01

Discovery

Interview stakeholders, review artifacts, and map how work moves.

02

Analysis

Identify breakpoints, estimate impact, and set priorities.

03

Roadmap

Deliver build order, asset list, and a success checklist.

Timeline

  • Week 1: intake, interviews, workflow map
  • Week 2: analysis, build order, roadmap review
  • Final: handoff notes and decision meeting

What we need from you

  • Access to current tools and recent work
  • 2-3 stakeholder interviews
  • One decision owner for scope and priorities

What you leave with

  • Prioritized build order with owners
  • Asset list with specs and dependencies
  • Handoff notes and review cadence
  • Decision gate: implement internally or with us.
Audit excerpt

Context: Multi-offer services team with inconsistent transitions between teams.

Key findings
  • Intake varies by seller, creating rework and delays.
  • Delivery scope drifts without a shared definition of done.
  • Reporting happens after issues, not before.
Priority order
  • Standardize intake and scope criteria.
  • Build a delivery checklist and transition template.
  • Add light automation once steps are stable.
Sample excerpt. Client details removed.
Deliverables

What you get.

  • Friction map (owners + evidence)
  • Build order (sequence + rationale)
  • Asset checklist (what's missing)
  • Decision memo (recommendation + options)
  • Delivery guardrails (CTA rules / handoff rules)
Fit

When this works best.

Good fit

  • Work stalls at handoffs or unclear ownership.
  • You need a sequenced build order before implementation.
  • Leaders are ready to assign owners and make decisions.
  • Current tools and recent work can be reviewed.

Not a fit

  • You want implementation without a diagnostic phase.
  • There is no decision owner available for scope changes.
  • You need a turnaround in days, not weeks.
  • Access to stakeholders or current work is limited.
FAQ

Audit essentials

What to expect before, during, and after the audit.

Who should be involved?

Founders and operators responsible for delivery, plus the owner who can approve changes.

What do you need from us?

Access to current tools and recent work so we can trace handoffs and bottlenecks.

What happens after the audit?

You get a build order, asset list, and decision memo. Decision gate before any downstream work: implement internally or with us.

Next

What happens next.

Review context

We review the current delivery flow and the constraints that matter.

Confirm scope/timing

We align on what the audit covers, timeline, and decision owner.

Next steps

Audit kickoff if it is a fit, or a referral if it is not.

Trust

What clients say.

Short proof points from recent engagements.

“We finally had a way of working we could follow.”

Founder, Professional Services

“The handoffs stopped breaking. We could see what was happening and what was next.”

Operations Lead, Local Services
Selected outcomes
  • Verification: checklist completion and peer review confirmed the enforced setup path met the acceptance criteria.
  • Constraint removed: manual kickoff steps and hidden dependencies were replaced with a single governed sequence and named owners.
  • Handoff: the team received the setup playbook, shared templates, and an ownership map to keep transitions governed.

Start with a Delivery Audit.

Book a call to confirm scope, timing, and fit.

Contact
Outcomes
Clear roadmapAligned scopeShared limitsNext steps