Process
How the assessment works
Four phases. One fixed price. A report you can act on this week.
PHASE 01
Discovery Call · 45 minutes
We pull out bottlenecks — we do not pitch. Walk through yesterday, dread tasks, piles of work, failed automations.
PHASE 02
AI Analysis · Behind the scenes
Your full transcript is analyzed for patterns. We identify 5–7 high-leverage opportunities and match them to real tools.
PHASE 03
Custom Report · 3–7 tools
Executive summary, impact–effort matrix, tool stack, 4-day quick-wins plan, and financial impact — built for your business.
PHASE 04
Review Call · 30 minutes
Screen-share the report. Three questions: most urgent? DIY or want help? timeline? ~half of clients then ask for implementation.
Discovery questions we ask
Walk me through yesterday — what did a real day look like?
What tasks do you dread every week?
Where does work pile up in the business?
What have you tried to automate that failed?
If you could wave a magic wand and delete one process — what is it?
What would make the next 90 days feel like a win?
On the review call (not the discovery call)
We walk the report, then ask: most urgent · DIY or want help · timeline. Implementation (process redesign, automations, knowledge systems, Concierge) is a separate decision after you’ve seen the prescription.
Guarantee 5+ hours/week saved or 100% refund. The only thing you risk is 45 minutes.