Find where the time and money go. Then decide.
A short working engagement. We look at how work moves through your business, rank the fixes and give you a plan you can use with or without us.
You leave with something you can act on.
A ranked list
The workflows worth automating first, in order, with the reasoning.
Tool recommendations
Options from our library with the trade-offs for your setup.
A build plan
Sequence, who is involved and what each step needs from you.
Risks and gates
Where a person must approve, and what could go wrong.
The math, shown
Estimates built from your numbers, with the assumptions written down.
Four steps. You can stop after any of them.
- 01
Apply
Tell us about the business and what is wasting your time.
- 02
Conversation
We talk it through and decide together whether an assessment makes sense.
- 03
Working sessions
We look at how the work moves, with the people who do it.
- 04
Readout
We walk you through the plan and answer questions. Then you decide.
- A few hours of your time
- Access to the tools you use, as needed
- One person who knows how the work really gets done
- Honest answers about what is not working
- Owner-led, roughly 10 to 75 employees
- The owner or a manager is the bottleneck
- You already use a CRM, phone system or accounting tool
- You want a plan before you spend on a build
- You want a tool installed without looking at the process
- You are looking for a guaranteed result
- There is no one available to approve and give feedback
What does it cost?
Pricing is not public yet. We cover it on the first call so there are no surprises.
Do I have to hire you to build anything?
No. The plan is yours to use with us, with another builder or on your own.
Will you promise results?
No. We show our math and our assumptions. Results depend on your business and how the workflows are used.
Who sees my customer data?
We limit access to what the work needs and tell you which vendors are involved before anything goes live. See our Privacy page.
Find out where the time goes.
Apply for an assessment. Tell us what is wasting your time.