Everything you need to run a flawless audit engagement — from the moment payment clears to the final close email. Copy, paste, and deliver.
Send this form immediately after payment. Use a Tally or Notion form — or copy these questions into an email. Do not start work until it's submitted.
Sent immediately after payment clears. Sets expectations, delivers the intake form, and starts the relationship on a professional note.
Hi [FIRST NAME],
Your Systems Audit is confirmed and I'm glad you're here.
Before I begin, I need your intake form — this is the most important step. The more specific you are about what's currently broken, the sharper the audit will be.
Your intake form: https://natacha.softhireapp.com/audit-intake.html
A few things to know about how this works:
→ The 5–7 day delivery clock starts when I receive your completed intake form
→ You'll receive a 30–45 minute Loom video walkthrough of all findings
→ A written 30-day prioritised roadmap comes with the video
→ If you'd like to talk through the findings live, you can add a debrief call for +$197 — just reply to this email
Questions before we start? Reply here and I'll get back to you within 48 hours.
— Natacha
Founder, SoftHire Systems · natacha.softhireapp.com
Sends the Loom link and roadmap. Keep it short — the work speaks for itself.
Hi [FIRST NAME],
Your Systems Audit is complete. Everything is below.
Loom walkthrough (30–45 min): [LOOM LINK]
30-day roadmap (PDF): [ROADMAP PDF LINK]
The Loom covers every finding in detail — I'd recommend watching it once straight through before reading the roadmap. The roadmap is prioritised by impact and risk, so the first three items are where I'd start.
A few things worth flagging from this audit:
[2–3 SENTENCE SUMMARY OF TOP FINDINGS]
If you want to talk through any of this live, reply here and I'll send a debrief call link (+$197). Most clients find the Loom covers everything, but the option is there.
— Natacha
Checks in on progress, closes the engagement cleanly, and opens the door to the next step without being pushy.
Hi [FIRST NAME],
It's been two weeks since I sent your audit. Checking in — have you had a chance to look at the roadmap?
If you've started working through the priority items, I'd love to hear how it's going. And if you've hit anything that's harder to move than expected, that's usually a sign it needs a proper build rather than a fix.
When you're ready to go further, the natural next step is the Signature Sprint — one complete HR system built end-to-end in 1–3 weeks, starting at $1,500. Audit clients who move to a Sprint often find the roadmap becomes the brief.
No pressure either way. If the audit gave you what you needed, that's a win. Reply anytime if questions come up.
— Natacha
Run through this before sending every audit delivery. Check each item off.
Most audit clients are ready for a Sprint within 30 days. The roadmap becomes the brief.
One complete HR system built end-to-end. The audit tells them what needs to be built — the Sprint builds it. Starting at $1,500 for Lite, $2,500 for Standard.