Agency audit
Find the placement bottleneck before you build around it.
A focused agency operations audit for nanny and household staffing agencies that need a clearer read on workflow, candidate presentation, handoffs, tools, and data visibility.
The work behind the placement.
Most placement problems are not one big broken system. They are small points of uncertainty that slow families, staff, candidates, and owners down.
Inquiry to placement path
Where families enter, what happens next, and where timing or handoffs get muddy.
Packet quality
How candidates are explained, what evidence is included, and what families need to decide well.
Evidence standard
Whether calls produce useful matching context, risk notes, and follow-up questions.
Current stack fit
What belongs in your CRM, forms, docs, spreadsheets, dashboards, or checklists.
Repeatable steps
Which drafts, reminders, routing, and admin tasks can be made cleaner without making the agency colder.
Human review points
Where founder or staff review should stay because trust, sensitivity, or placement quality is at stake.
Use this when the agency is moving, but the work feels heavier than it should.
The audit is useful when the team has enough activity to see patterns, but not enough operating clarity to know what to fix first.
A clearer next move.
The first call is not a full workflow teardown. It gives us enough context to name the problem category, talk through the first useful direction, and decide whether a deeper build or cleanup is worth doing.
Problem bucket
Workflow, presentation, references, tools, automation, data, or human-review bottleneck.
First-fix direction
The practical place to clean up first before adding tools or rebuilding the process.
Next-scope call
If there is a fit, we define what the paid work should cover and what should wait.
Start with the agency audit.
Bring the placement workflow, candidate presentation, or tool problem that keeps coming back. We will use the call to find the clearest next move.