Who it is for
Coaches, consultants, creators, and small service teams who can feel the friction but cannot point at where work is leaking. You have a business that is working, but it depends on you, on a few key people, or on tools that do not talk to each other.
What happens before the call
After booking you receive a short intake. It captures how work moves today, where the team feels stuck, and what tools are in play. The intake makes the call sharper. Nothing is wasted on small talk.
What happens during the call
A 60 to 90 minute working session. We walk through how a piece of work actually moves through the business from start to finish. We name the manual steps, the handoffs that break, the knowledge that lives in someone's head, and the spots where AI, an agent, or an automation would carry the weight.
What you get within 72 hours
A practical written report delivered inside three days.
- A manual work and handoff map of one core workflow
- A ranked list of automation and AI opportunities
- A first system recommendation with a clear scope
- A short note on what to leave alone for now
Example outputs
A scoped automation for the one workflow you keep doing by hand. A document that turns the work in your head into something the team can follow. A small AI agent that handles the part of the job no one wants to do.