One focused interview. One specific report. We help you implement the quick fixes ourselves. For businesses with 1–50 employees that want time back — without a consulting project.
If your Executive Summary doesn't include at least ten specific recommendations — each with a quantified impact and a clear next step — you don't pay.
30–45 minutes, scenario-based. We map every tool you use, the processes that run your business, and where time is being lost.
A written report with specific, dollar-and-hour-quantified findings. Quick fixes, tool cost reductions, and larger opportunities clearly separated.
A 30-minute walkthrough of the findings. We prioritize together and lock in the action plan for what gets fixed first.
I help implement the quick wins directly — it's included. Larger work (process redesign, automations, knowledge systems) is scoped into a separate statement of work.
Most small businesses are quietly losing hours to rekeyed data, redundant tools, and processes nobody owns. We've yet to meet one where there wasn't plenty to find. If we can't fill a summary with substance, you shouldn't pay.
If your Executive Summary doesn't include at least ten specific recommendations — each with a quantified impact and a clear next step — we refund the full $999.
Even after hours. Even mid-job.
In minutes, not days.
The noise disappears. What matters surfaces.
They assemble themselves.
Most owners are wasting $1,500+ a year.
When your tenured employee leaves, the answers stay.
Six examples. Your audit will surface ten or more, specific to your business.
The summary surfaced three things we'd been meaning to fix for a year and never got to. Two were done inside a week.
I expected a sales pitch. I got a numbered list with dollar amounts next to each item. Different conversation entirely.
Worth it for the software audit alone. The quick fixes were a bonus, and we knew exactly what we wanted to hire them for next.
Honest, specific, and fast. That shouldn't be rare for this kind of work, but it is.
Testimonial placeholders — replace with real quotes as you collect them.
A structured, scenario-based 30–45 minute conversation to map every software tool, process, and pain point in your business.
A polished report with findings categorized by type and quantified in hours or dollars. Delivered within business days.
Specific, do-this-now changes with plain-English implementation instructions you can act on immediately.
A line-by-line inventory with recommendations for cost reduction: cancel, downgrade, consolidate.
A working call to walk the findings, prioritize, and set the action plan together.
We help you actually implement the quick wins. It's the work — not a report that sits in a folder.
We don't do decks or frameworks. The audit is one focused interview, a specific written report with dollar and hour impact, and hands-on implementation of the quick wins. You get an action plan, not a strategy.
Anything that can be implemented in under roughly four hours of work, with low technical risk, using tools you already own. Turning on an existing feature, setting up a simple automation, consolidating a duplicate tool, writing a reusable prompt for a recurring task, fixing an email template — things like that.
Those are flagged in the executive summary as requiring a separate engagement. After the review call, if you want to move forward on any of them, we'll scope the work specifically, provide a statement of work, and quote it separately. You are under no obligation.
Yes, as part of larger engagements. For clients who've completed an audit and want their team to actually adopt the tools we recommend, training is scoped into the follow-on Statement of Work. We don't offer standalone training for teams that haven't done an audit — the audit is what makes the training stick.
If your Executive Summary doesn't include at least ten specific recommendations — each with a quantified impact (hours or dollars) and a clear next step — we refund your $999 in full. The recommendations are documented in the summary, so the bar is transparent and easy to check.
Typically the owner, operations lead, or whoever has the clearest view across tools and processes. One person is enough. For larger teams, a second voice from finance or operations can be helpful but is not required.
Yes. Everything discussed in the interview and captured in the summary is treated as confidential. A mutual NDA is available on request.
Typically within a few business days of the discovery interview. We'll confirm the exact timing when you book.
A short intro call first — we'll confirm fit before you commit to the full engagement.