Process
How the assessment works
45-min discovery. 30-min results. Report with the golden egg. One fixed price.
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
Report with the golden egg · 3–7 tools
The golden egg: the 3–7 tools that give you your time back — with impact, a 4-day plan, and dollars and cents. Built for your business.
PHASE 04
Results call · 30 minutes
Screen-share the golden egg. 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 results call (not discovery)
We walk the golden egg and ask: most urgent · DIY or want help · timeline. Implementation is a separate decision — only after you’ve seen the prescription.
Guarantee 5 hrs/week saved — or your money back. The only thing you risk is 45 minutes.