This is for you if
You just got funding and you don't want to waste it.
You're about to hire, and you suspect you shouldn't have to.
You're paying for four tools and your team uses one.
Everyone keeps saying "we should automate this" and nobody ever does.
THE ENGAGEMENT
What actually happens
1
Prep Call
We spend 30 minutes getting to know each other so I can learn more about how you want to improve your business. We talk through what you’re trying to get to, what you’re currently running, and where it’s not working, and we settle who from your team should be in the room for the working session.
2
Working Session
A three-hour deep dive where we map how work actually moves through your business, what tools you use each day, and what your goals are. I get into the nitty-gritty of what’s working well and what could use some help.
3
The Plan
I take my findings and create your plan. Your roadmap arrives within three business days, and we spend an hour walking through it together. I also provide my recommendation on the first project that will have the biggest impact.
You'll know where you stand, and what to do about it.
One written roadmap built around your business.
Where to start.
The one thing that unblocks the most other things.
What to automate.
Where AI and systems work earn their keep in your business, and where they don't.
What your plan looks like.
Everything else you're carrying, in the order it should happen.
What to leave alone
The things that are working, or that aren't worth the money to change.
What you'll get back
Time, dollars, sanity.
You'll know what to do, but you don't have to do it alone. I'll recommend the first project and either scope it as a sprint or partner with you on retainer, whichever fits your plan best.