The Business Health Check Audit™
Stop circling the same decisions. Get clarity, confidence, and a profit plan.
A CEO level assessment to uncover hidden revenue, simplify your model, and stabilize your lead flow, without adding more complexity.
All spots are currently sold out - join the waitlist to be the first to know about new openings
You’re smart, experienced, and successful. But right now, you’re stuck at a crossroads.
Revenue is steady, but growth feels harder than it should.
You’re second-guessing whether to raise prices, restructure, or shut down an offer.
Marketing feels like a hamster wheel, working harder but converting less.
You know something has to shift, but you’re not sure which lever to pull first.
It’s exhausting. And it’s costing you time, profit, and peace of mind.
What you don’t need is another templated mastermind or “just add more leads” advice.
What you do need is one focused, strategic intervention, where someone who has helped multi-six and seven-figure entrepreneurs simplify, restructure, and scale sustainably sits down with your business, digs into the details, and shows you exactly where to pivot next.
That’s exactly what the Business Health Check Audit™ is designed to do.
The Business Health Check Process
✏️ Step 1: In depth Pre-Work
Before we meet, you’ll complete a detailed assessment questionnaire designed to surface the real state of your business, the kind of details most CEOs haven’t slowed down long enough to inspect.
This isn’t busywork. It’s a strategic diagnostic tool that forces you to look under the hood of your business in ways you probably haven’t in years (or ever).
You’ll reflect on things like:
Offers & Pricing → Which offers are your true margin-makers vs. margin-takers? Where are you unintentionally capping profit potential?
Messaging → Is the way you’re articulating value resonating with the level of client you want now, or are you still speaking to the clients you’ve already outgrown?
Lead Generation → Where are clients actually coming from, and how consistent is that flow? What hidden leaks are lowering your ROI?
Financials → What are your real profit margins? Where is your money working for you, and where is it being wasted?
✨ The value: Most leaders are so busy running their business or grew so quickly, they’ve never paused to step back and see these pieces in one place. By the time you finish this assessment, you’ll already have more clarity about where your business is working, where it’s leaking, and where hidden opportunities are sitting untapped.
✏️ Step 2: due diligence
I’ll carefully review your assessment with a fine tooth comb and follow up with 2-3 rounds of clarifying questions. This is where I dig deeper, uncover hidden context, pressure test your answers, and ensure we’re working with the real story behind your numbers and decisions.
✏️ Step 3: 2-Hour Strategic Audit Review Zoom call with jereshia
This isn’t a typical coaching call, it’s a CEO-level strategic audit. During our session, I’ll:
Present my audit findings: where your business is working, where it’s leaking, and where profit is being left on the table.
Highlight opportunities for increased profitability and growth.
Recommend restructuring for your offers and pricing, based on current markets.
Address your biggest concerns about where and how to pivot.
Ground every decision in strategy + data.
You’ll leave the call clear on what to do, how to decide, and why, detailed specifically for your business.
✏️ STep 4: CEO Action Plan
Within 5 business days, you’ll receive your CEO Action Plan summarizing:
Recommendations to increase your profit margin.
Restructure plan for your offers & pricing.
Messaging and sales refinements.
Client retention + lead flow improvements.
A prioritized Profit Plan with detailed action items.
✏️ sTep 5: 2-weeks of async advisory support with jereshia
You’ll have 2 weeks of 1:1 async advisory support inside of Basecamp to refine your decisions, gain confidence, and move forward as you begin implementing.
The Business Health Check Audit is designed to be a focused, 30-day process:
Week 1: You complete your in depth pre-work business assessment questionnaire.
Week 2: I conduct due diligence, reviewing your responses, asking clarifying questions, and booking your 2-hour Strategic Audit Review.
Weeks 3–4: You receive your CEO Action Plan and 2 weeks of 1:1 async advisory (via Loom videos, voice notes, and chat) as you begin implementing.
By Day 30, you’ll walk away with clarity, a profit plan, and the confidence to move forward.
By the end of this experience, you’ll:
Uncover your next $50k–$500k is sitting untapped in your business, profit you’ve been too close to see.
Be clear on what to cut, refine, or double down on in your offer suite.
Have a data-driven pricing + profit strategy aligned with your current market and buyer behavior.
Simplify your model without sacrificing growth.
Leave with a detailed audit + profit plan, so you stop spinning and start moving.
This is for you if you’re an established entrepreneur who:
Feels like your growth has stalled or plateaued.
Is tired of circling the same decisions (raise the price? pivot? pause?).
Wants a dedicated deep dive and undivided attention on their business - the numbers, the offers, the model.
Is craving a profit-focused, decision-making partner to help you simplify growth.
So, what makes this different?
The Business Health Check isn’t theoretical. It’s your business, your numbers, your offers - examined with the kind of strategic insight most leaders never get.
I’ll ask the clarifying questions you didn’t know to ask yourself, draw out the truth behind your numbers, and connect the dots between what’s happening inside your business and the profit potential hiding in plain sight.
You’ll walk away not just with answers, but with a clear, prioritized action plan tailored to your season, your goals, and your bottom line.
And if you’ve mostly been building your business on your own, taking courses, joining group programs, or piecing together tactical skills, this is where you finally get an outside perspective from someone who understands the nuance and context. I’ll help you see what you can’t see on your own, and connect the dots between what’s happening inside your business and the profit potential that’s been hiding in plain sight.
Includes:
Detailed in depth pre-work business assessment questionnaire
2-3 rounds of due diligence
2-hour Strategic Audit Review Zoom Call
Your personalized CEO Action Plan
30 days of 1:1 async advisory support via Loom videos, voice notes, and chat
The Investment - $3,750
Spots are gone for now, but the waitlist is open if you want to stay in the loop
Still circling the same questions?
That’s the whole point of this Audit, to stop the spin and help you decide with percision.
In the FAQs, you’ll find answers to the exact concerns most CEOs have before diving into the process.
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Most clients block 8–10 hours across 5–7 business days to complete the Business Health Assessment. The assessment is a strategic diagnostic tool designed to pull out insights you’ve likely been overlooking.
The assessment balances two sides of decision-making:
How things are feeling — from an energetic alignment + capacity perspective
What the numbers are telling you — pulling your actual data to support analysis and decisions
It’s a rare but essential opportunity to pause, get out of autopilot, and see your business through both lenses. By the time you finish, you’ll already be noticing patterns, blind spots, and untapped profit you hadn’t seen before.
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Your 2-hour Review Call is scheduled after Jereshia has completed due diligence on your assessment (about 5 business days).
You’ll receive a booking link with flexible options in Weeks 3–4. Some clients want the call earlier to maximize advisory time afterward, while others prefer later. Both approaches ensure you walk away with a concrete plan and the confidence to move forward.
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That’s exactly why this Intensive exists. Most of my clients are juggling businesses, families, and full plates, they don’t have time for a drawn-out coaching with hours of modules to watch and dozens of group calls to attend to piece mill their strategy together. The Business Health Check condenses months of circling decisions into one focused, 30-day process.
Instead of asking you to stretch your calendar even further, this gives you a clear plan you can trust, so the time you do spend working on your business actually moves the needle now.
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You’ll start seeing useful insights as soon as you complete your assessment. Many clients say the pre-work alone shifted how they looked at their pricing, offers, and business model structure.
By the end, you’ll have a profit-focused Action Plan and private advisory support to make decisions that stick.
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Yes, there’s a split-pay option (2 x $1,875). Just note: your Intensive officially begins once both payments are complete. This ensures we protect capacity for clients who are fully ready to dive in.
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Most strategy calls skim the surface or waste half the session gathering background context. The Business Health Check Intensive™ is built differently, it’s a rigorous process designed to give you real answers and next steps you can trust:
A deep-dive assessment to surface the true state of your business
Multiple rounds of clarifying questions to uncover what’s really going on
A 2-hour Audit Review grounded in data and strategy, not guesswork
A personalized CEO Action Plan you can put into play immediately
Two weeks of private advisory support so you’re not left implementing alone
This isn’t about adding more ideas to your plate. It’s about decisive, profit-focused steps that move your business forward.
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Great question! Both experiences are powerful, they’re just designed for different levels of depth.
The 90-Minute Intensive (two 45-min calls) is best for a focused burst of strategy around one core area (or maybe two smaller ones). Clients often use it to:
Refine the messaging of a specific offer.
Rethink pricing or offer design to increase profitability and lifetime value.
Tweak strategy for an upcoming launch or campaign.
Outcome: You’ll leave with targeted clarity and next steps, but it isn’t designed to cover your entire business ecosystem.
The Business Health Audit™ is a month-long, deep dive process designed to zoom out and look at your entire business ecosystem, finances, offers, team, client experience, and marketing all together. This is the best fit if you’re ready to:
Diagnose both the numbers and the intangibles (capacity, alignment, client experience).
Uncover blind spots, patterns, and opportunities that only show up when you see the whole picture.
Make bigger strategic decisions that touch multiple areas of your business.
In short:
One clear question = Intensive
Big, interconnected decisions across multiple areas = Audit
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That happens often. The Business Health Check Intensive is designed as a focused sprint to give you precise guidance on what to cut, refine, or double down on. Many clients walk away with so much traction that they want continued partnership.
If you’d like to keep working together, you’ll have the option to explore private coaching or a longer-term partnership. We’ll talk through what level of support makes the most sense for you and your goals, so you only invest in what you truly need.
Spots are gone for now, but the waitlist is open if you want to stay in the loop