Diagnose · start here
Every workflow in your company, priced.
Two weeks inside your systems. Out the other side: a scored list of where the hours and dollars go, the three fixes worth doing designed to the screen, and a fixed quote for each. $4,500, and it comes off the build.
Fit
Who this is for
- You run one of the founder-led companies doing $2M–$50M a year and you can feel the manual work but can't see it on a page.
- You've been quoted an 'AI transformation' and want a second opinion from someone who'll name numbers.
- Two or more people spend hours a week moving data between QuickBooks/NetSuite, the CRM, and the job or practice system.
- You tried a tool, it got the numbers wrong, and you want to know what would actually work before spending again.
What you get
What's included
Workflow inventory
Every recurring workflow that touches money or records, captured by watching it done — not by asking.
Hours × cost scorecard
Each workflow timed and priced: hours a month, loaded cost, error rate, what it would cost to automate. Ranked.
Top three, designed
The three highest-return workflows designed to the screen: what triggers it, what checks it, what a human still approves.
Fixed quotes
A fixed-price build quote for each of the three, so the decision is a number, not a feeling.
90-day roadmap
What to do first, second, third, and what to leave alone. Yours whether or not you build with me.
60-minute readout
Walked through with you and whoever owns operations. Questions answered on the spot.
Process
How it runs
- WEEK 1Watch and measure.
Two half-days with the people who do the work, screen-shared or on site. Access to the systems read-only. I time every step and count every error.
- WEEK 2Score, design, quote.
The scorecard, the three designs, the quotes. Draft to you by day 9 so the readout is a conversation, not a reveal.
- DAY 10Readout.
One hour. You leave with the document and a decision to make: build one, build three, or stop here.
Price
Investment
$4,500
Two weeks. Credited in full to any build started within 60 days. Paid by card or invoice, half up front.
What moves the price
Nothing. More systems or more people take more of my time, not more of your money. If the company is over 200 people or the systems are unusual, I'll say so on the call and we'll scope it.
Back of the napkin
What is the manual work costing you?
Move the sliders. This is the arithmetic I do in week one, just rougher.
Loaded cost is wages plus taxes, benefits and overhead, usually 1.3 to 1.5 times the hourly wage.
A build that takes over half of this saves about $37,000 a year and lands in the $15,000–$45,000 range.
Questions
Common questions
Is this just a sales pitch for the build?
The fee is credited to a build, so I'm not neutral about that. But the document is written to stand alone, and the 'leave it alone' column is real. Roughly a third of the value is what it tells you not to do.
What access do you need?
Read-only to the accounting system, the CRM, and whatever the team lives in. Two half-days of the people who do the work. I sign your NDA.
Two weeks from when?
From the first working session. I take one assessment at a time.
Will my team hate this?
The people doing the manual work are usually the first to tell me where it hurts. Nothing here is about replacing them; it's about ending the part of their day they hate.
What do I own?
The document, the designs, the quotes. No license, no strings.
Can we do this remotely?
Yes, most are. On-site is possible in the U.S. for travel at cost.
Start with a 20-minute call.
You describe the problem. I tell you what I'd build, what it costs, and whether I'm the right person. No deck.