The Modern Operators Audit TEMPLATE —

The Modern Systems Audit —

A Strategic Audit for Smarter Systems and Sustainable Scale
Prepared for <Company> by Modern Operators on <Date>

Executive Summary

 
Value Proposition
 

What’s working:

    Biggest bottlenecks/risks:

      Quantifiable pain:

      • .

      Top 3 Challenges

        High-Level Opportunity

        With the right foundation, systems, automation, & AI <Company> could:

          NOW vs FUTURE

          NOW
          FUTURE
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          The Foundation: The Prerequisite for AI & Automation

          AI and automation only create leverage when they sit on a single source of truth and shared operating rhythm. Without this foundation, teams end up with faster chaos: conflicting data, duplicated effort, and more fire drills.
          Over the first 30–60 days, we recommend building <Company’s> Company OS and leadership rhythm so that every automation lands on rails. That’s how we avoid rework, reduce noise, and ensure changes stick.

          Current Challenges

            Optimized Future State:

              Two-Phase Plan

              Phase 1 – Foundation (Days 1–30/45)
              • Company OS (Notion) with vision, quarterly goals, roles, SOPs, meeting rhythms.
              • Leadership cadence established.
              Phase 2 – Automations & AI (Days 30–90)
                We do not proceed to Phase 2 until Phase 1 acceptance criteria are met. This prevents brittle automation rollout and ensures compounding ROI.

                Readiness Score & Acceptance Criteria

                Readiness Dimension
                Target State (Phase 1)
                Current Snapshot
                Status
                Company OS live
                Vision, Goals, Roles, SOPs, Deal DB
                Drafted
                ☐
                Roles/Ownership
                Named owners, escalation paths
                Partial
                ☐
                Intake Standards
                File formats, naming, required fields
                Partial
                ☐
                Pipeline Hygiene
                Stage defs, timers, SLA tracking
                Needs work
                ☐
                Leadership Cadence
                Annual → Quarterly → Weekly rhythm in place
                Not set
                ☐
                Phase 1 is crucial before additional systems using automation and AI can be effectively implemented

                Foundation Impact

                  What Happens If We Skip the Foundation?

                  • Automations and AI have no context in your business → requires you to constantly feed them
                  • Leadership remains bottleneck for approvals.
                  • Dashboards exist but trust is low → decisions remain “gut-based.”
                  • Costly rework later (rebuilding rules, renaming fields, re-linking contacts).
                  Foundations protect your investment and make every later workflow easier, cheaper, and more durable.

                  Optimization #1: Pre-Signing, Post Call Process

                  <tagline summary>

                  Process Overview

                   

                  Current Problems

                    Optimized Future State

                      Impact Summary

                        Optimization #2: Lender Outreach

                        <tagline summary>

                        Process Overview

                         

                        Current Problems

                          Optimized Future State

                            Impact Summary

                              ROI - Process Optimizations

                              <ROI summary with foundation and optimizations>

                              Totals (ops time only)

                                 

                                Rollout Strategy (Proposal)

                                Here’s how we can take this from insight to results.

                                90-Day Implementation (Outcomes by Phase)

                                Phase 1 – Foundation (Days 1–30/45)
                                  Foundation Deliverables (Days 30–45)
                                    Phase 2 – <Optimization #1> (Approx. Days 30-60/75)
                                    • .
                                    Focus:
                                    Phase 3 – <Optimization #2> (Weeks 8–12)
                                      Focus:

                                      Why Now

                                        Next Steps

                                        The insights here are only as valuable as the action that follows. To keep momentum and translate this plan into results, we recommend scheduling a follow-up meeting to walk through the full 90-day roadmap and confirm scope.
                                        The audit has surfaced the opportunities and roadmap for <Company> to move faster with less strain. At this stage, the ball is in your court. Here’s how we move from insight to action:
                                        1. Confirm interest – If you feel this direction is aligned, let us know. That’s the signal we need to continue moving forward together.
                                        1. Roadmap call – We’ll schedule a follow-up session to walk through the 90-day roadmap in detail, clarify scope, and confirm priorities.
                                        1. Finalize scope & pricing – Once scope is clear, we’ll share pricing options. This ensures the plan matches both your goals and resources.
                                        1. Lock start date – When scope and pricing are confirmed, we’ll reserve your implementation slot.
                                        Our team can typically begin within 10 business days once approvals and access are in place.
                                        Because we conduct only 4–6 of these in-depth implementations per month, start dates are limited and allocated on a first-commit basis.
                                         
                                        This audit guides <Company> toward greater efficiency, stronger systems, and sustainable growth. Your investment in clarity and alignment here compounds and will help you to unlock more time, reduce team stress, and accelerate results across your business.
                                         

                                        Ready to take the next step?

                                        We recommend booking your follow up walkthrough within 5 days to maximize the value of this audit.

                                        About Modern Operators

                                        Modern Operators is a systems and strategy partner for founder-led companies who want to scale without chaos. Co-founded by Damon Flowers and Mark Malian, MO combines decades of experience in building, optimizing, and leading businesses from early growth through $50M+ outcomes.
                                        • Damon Flowers has spent 20+ years helping companies grow from $3M to $50M+ in revenue, building operational systems, mentoring leadership teams, and driving sustainable scale. He brings deep expertise in aligning strategy, systems, and execution so founders can grow without burning out their teams.
                                        • Mark Malian has spent the last 7 years in agencies helping brands generate growth strategies and then turning those plans into clean, automated systems that produce steady pipeline and shorten deal cycles.
                                        Together, Damon and Mark created Modern Operators to help founders grow predictably and sustainably through a time tested Company OS and playbooks that blends proven frameworks with modern tools and ongoing advancements in AI.

                                        Frequently Asked Questions

                                        1. What happens after this audit?
                                        We schedule a roadmap walkthrough to review priorities, finalize scope, and align on deliverables. Once scope is confirmed, we provide pricing and lock in your implementation start date.
                                        2. How long does implementation take?
                                        The standard rollout is 90 days, broken into three phases: Foundations, Automations, and Scale Enablers. Each phase builds momentum and compounds the benefits.
                                        3. How quickly can you start?
                                        Typically within 10 business days of sign-off and access to your tools. Because we take on only 4–6 implementations per month, start dates are reserved on a first-commit basis.
                                        4. What tools will you work with?
                                        We design your Company OS primarily in Notion, layered with your existing systems (HubSpot, Airtable, Asana, Drive, Slack). The goal is not to add complexity, but to make your current stack work better.
                                        5. What kind of ROI can we expect?
                                        Every project is modeled with conservative, expected, and aggressive scenarios. For 5th Line, the expected savings are $5K+/month in labor costs and a faster path to closing an additional 2–3 deals per quarter.
                                        6. Will this require a lot of time from our leadership team?
                                        Front-loaded involvement is light but important—mainly in Phase 1 (foundations). After that, your leaders oversee while your team works on rails, freeing them from the day-to-day friction.
                                        7. Do you offer ongoing support?
                                        Yes. We offer training, adoption support, and optional ongoing advisory to keep your system sharp and ensure your team is fully confident using it.