A systems assessment for small businesses.
You know something in your business is slower, messier or more expensive than it should be, but not what to fix first. In one week I look at how work really flows and hand you a prioritized roadmap you can act on, with me or without me. I work with small business owners across Northeast Florida.
What's included.
Interviews and a walkthrough
I talk with you and your team and watch how work actually moves, from first inquiry to final invoice.
A review of your tools
What you pay for, what you use, what overlaps, and where you retype the same information.
Written findings
A short report in plain English: what is working, what is costing you time or money, and why.
A prioritized roadmap
The fixes in the order that makes the most difference, so you know what to do first, second and later.
A findings call
We walk through everything together and I answer your questions.
- 01
Free call
You tell me where it hurts and what you already use.
- 02
Plan and quote
I confirm the scope for the week and quote it in writing.
- 03
Do the work
Interviews, a walkthrough of your workflow and a review of your tools.
- 04
Hand off
A findings call and the written roadmap, yours to keep.
Before you ask.
What happens during the week?
An intake call, a walkthrough of how your work really flows, a review of the tools you use, and a findings call. You get the written roadmap at the end.
Do I have to hire you to build what is in the roadmap?
No. The roadmap is yours. You can have me do the work, do it yourself, or hand it to someone else.
How much of my time does it take?
A few focused conversations and some access to the tools you use. You do not have to stop running your business.
Do you work with businesses in Northeast Florida?
Yes. I'm based in Jacksonville and work with small businesses across Northeast Florida. If you are somewhere else, tell me on the call and we will see whether it is a fit.
How much does it cost?
Every project is quoted after a free 30-minute call, based on what the week covers. There are no published prices, and you will know the number before any work starts.
Let's talk it through.
Tell me what you need and I will reply within one business day.
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