Track every stage of the audit as we move through your business together.
Session 1
✓ Complete
12 Mar 2026
Session 1 — Initial Discovery
Covered the business overview, HubSpot usage, acquisition pipeline, and surface-level pain points around manual lead management and family onboarding.
Acquisition
Family Onboarding
Session 2
✓ Complete
12 Mar 2026
Session 2 — Fulfilment & Tools Deep-Dive
Mapped the fulfilment and recruitment workflow, explored the full tech stack including Monday.com, Xero, FoundU, and identified key manual handoffs and data gaps.
Recruitment
Fulfilment
Payroll & Invoicing
Session 3
✓ Complete
18 Mar 2026
Session 3 — AI Systems & Strategy
Reviewed AI and automation opportunities across the business, discussed the onboarding nanny process, health & safety, and scoped potential automation builds.
Nanny Onboarding
Health & Safety
Retention & Reactivation
Session 4
✓ Complete
19 Mar 2026
Session 4 — Review & Validation
Walked through all identified waste and opportunities, validated figures with Grace, and confirmed priorities for the implementation roadmap.
Acquisition
Fulfilment
Retention & Reactivation
Session 5
✓ Complete
01 Apr 2026
Session 5 — Follow-up Questions & Platform Vision
Review session with Grace and Amy. Confirmed JobAdder justification (Seek integration, bulk SMS, no current recruitment system beyond Excel). Clarified YouCollect/EasyDebit relationship (EasyDebit underwrites YouCollect). Adam confirmed YouCollect API supports contact ID pass-through for auto-reconciliation. Grace inquired about FoundU plan (email sent to Jess Palmer). Discussed future marketplace platform vision — subscription-based nanny platform, January 2027 target launch. Next presentation: Friday 10 April 2026, 1pm AEST.
Recruitment
Payroll & Invoicing
Family Onboarding