Services.

Timeline

A few business days. No sales call, no obligation.

Scope

• Review of your public intake: forms, booking, listings, visible follow-up
• 1 to 3 concrete findings, each one verified
• A proof link for every finding so you can check it yourself

Deliverables

• A short written page of findings
• The first gap worth fixing

What's not included

• Access to internal systems
• A full audit of every workflow
• Any commitment to buy

The snapshot is the front door: a small honest look at what is visible from the outside. If the fix is obvious, use it. Hiring me is optional.

Timeline

5 to 7 business days, plus handoff call.

Scope

• Operations review: intake, workflow, tooling, reporting
• Routing and handoff inspection
• Follow-up sequence review
• Tool overlap and fit
• Baseline metric capture
• Interview with owner and up to one operations lead

Deliverables

• Written audit report
• Gap inventory with conservative cost estimates
• Prioritized recommendations
• Handoff call

What's not included

• Implementation work
• Outbound marketing review
• Paid-media account audits

The full diagnostic. The report stands alone; use it without hiring me. It is a document meant to be read and argued with, every finding naming a source you can open.

Timeline

Scoped and fixed after the audit.

Scope

• Small fix: one gap, existing tools configured and connected
• System fix: one workflow closed end to end
• Custom build: only when no adequate existing tool covers the need
• Example shapes: booking intake, quote-to-invoice, order reconciliation, event and rental logistics

Deliverables

• The fix, working in the tools you already use
• Written acceptance criteria per piece of work
• A rollback plan
• A baseline and a 90-day measurement plan

What's not included

• Pre-built products; every fix is scoped to the gap
• Outbound marketing or paid-media work
• Work outside the agreed written scope

Existing tools come first; custom software only when they fall short. The example shapes above are illustrations of common gaps, not products for sale.

Timeline

Turnaround set with the question.

Scope

• Competitive analysis and positioning
• Market research and sizing
• Unit economics and pricing review
• Vendor and tool assessment

Deliverables

• A written findings document with sources you can open
• A conservative read on what the evidence supports
• A clear statement of what was not verified

What's not included

• Guesswork presented as fact
• Claims without a source
• Ongoing retainer research, scoped separately

For a decision that needs evidence, not a workflow fix. Every claim in the findings comes with a source you can open, and what was not verified is said plainly.

Timeline

Monthly, ongoing

Scope

• Monthly metrics review
• Minor adjustments to shipped systems
• Small feature additions within the monthly envelope
• Quarterly strategy call with owner

Deliverables

• Monthly written summary
• Changelog for all work performed
• Quarterly review document

What's not included

• New major features
• Work on systems not built by the practice
• After-hours on-call

Offered only after a fix ships, because automated workflows drift as connections break and vendor APIs change. Monthly checks catch broken connections and stale metrics.