Not sure where to start? I'll review your workflows, identify technical inefficiencies, and recommend solutions — at no cost. No sales pitch, just analysis.
A documented assessment of your current state and a technical roadmap.
I document your current processes, systems in use, and where data lives. This becomes the foundation for identifying improvement opportunities.
I pinpoint where manual work, duplicate data entry, or disconnected systems are costing you time and creating risk.
Specific, actionable solutions: which systems to integrate, what to automate, or whether you need custom software. No vague advice.
Prioritized list of improvements with estimated effort and ROI. You'll know what to tackle first and what it will cost.
Typically completed in 5–7 business days.
30-minute call to understand your operations, pain points, and tools currently in use. I ask questions, you explain what's not working.
I map your workflows and review system configurations. If needed, I'll request access to review dashboards or documentation (read-only).
I produce a written audit report: current state, identified issues, recommended solutions, and estimated costs. Delivered as PDF.
30-minute walkthrough of the findings and recommendations. You ask questions, I clarify. No pressure to proceed with paid work.
It helps both of us. You get independent analysis without risk. I get to assess fit and scope before proposing paid work. No one wastes time on mismatched projects.
That's fine. You keep the audit report and can use it however you want — hire someone else, tackle it internally, or shelve it. No strings attached.
Just come ready to talk about your processes honestly. The more transparent you are about what's broken, the better my recommendations will be.
Enough to be actionable. You'll get specific recommendations, not vague "you should automate more" platitudes. Typically 5–10 pages with diagrams.
If you want to move forward, I'll provide a formal proposal with scope, timeline, and cost. If not, we part ways professionally. No awkward follow-ups.