A person working at a desktop computer on a business planning document
Free Audit

Find Out What
Is Actually Broken.

We map your tools, your lead flow, and the places work falls through, then hand you a prioritized plan for fixing them in order. Mostly clicking, plus a few questions only you can answer.

5 to 6 minutesNo obligationYou keep the plan either way
Before You Submit

Your audit is prepared with AI assistance and human review. It is a practical assessment based on the information you provide and publicly available sources. It may contain errors or omissions, does not guarantee any business result, and is not legal, financial, tax, medical, cybersecurity, or other regulated professional advice.

By submitting, you authorize Lumen Advisory to use the information you provide to prepare and deliver your audit and contact you about it. We use service providers to host, store, and manage submissions, including Vercel, Supabase, GoHighLevel, and AI providers. Do not submit passwords, access keys, payment-card details, health information, or other regulated or highly sensitive personal data. See our Privacy Policy.

Section 01 of 04
Business Basics
Tell us about your company so we can tailor the audit to your context.
So we can review your live site as part of the audit. Leave blank if you do not have one yet.
This tailors the next section to the software your industry actually runs on.
Section 02 of 04
Current Operations & Tech Stack
This is where we find the real opportunities. Tick everything that applies.
Choose your industry above and this list adapts to the software your industry actually uses.
CRM and Sales
Accounting
Communication
Scheduling
Marketing
Tick all that apply.
Pick the closest one.
One sentence each is plenty. Specific beats long.
Be honest. This is one of the most valuable questions on the form.
Section 03 of 04
Goals & Priorities
Understanding where you want to go helps us prioritize what to fix first.
One line. This is often the most valuable answer on the form.
Tick two or three.
A rough range helps us recommend what actually fits. No commitment.
This changes what we can build and how, so we ask now rather than discovering it on the call.
Section 04 of 04
Logistics & Contact
How to reach you and deliver your audit.
This is how the audit gets delivered. Reading it alone is worth a fraction of going through it together.

Notice at collection: We collect your contact details, business answers, and marketing choices to prepare and deliver your audit and manage your request. We do not sell this information. See our Privacy Policy.

We will review your submission and get back to you to schedule the walkthrough.