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System Audit

how it works

A deep-dive into your current CRM or project management system (or lack of one). We map your workflows, spot inefficiencies, and create a step-by-step strategy to streamline your operations — without adding complexity.

what's included

  • 1-2  day live strategy session (virtual or in-person)

  • Systems mapping: what’s working, what’s not

  • Departmental alignment recommendations

  • Custom audit report with action plan

  • Tool & workflow recommendations

who it's for

Get to Know Us

  • Solopreneurs juggling too much manually

  • Small teams using software but not effectively

  • Anyone unsure where to start but knows “this isn’t working”

ready to learn more about a partnership with our team?

Need more? check out our  Workflow Buildout  package! Let our team build and optimize your CRMs or Project Workflows.

Liz Timoschuk, Project Manager

"M3 Workflows transformed the way we manage projects. Their automation tools have saved us significant time and improved our overall efficiency."
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