01.
30-Minute Assessment
We start with a focused assessment call to identify your biggest workflow bottlenecks and where AI can help fastest.
How I'll help you get there
A clear process from first conversation through ongoing process improvement.
02.
1-Hour Discovery Call
We go deeper on your day-to-day operations, current tools, and team constraints so recommendations fit your business in practice.
03.
Your Custom Report
You get a polished report with prioritized recommendations, quick wins, and practical implementation notes for your workflows.
04.
30-Minute Review Call
We walk through the report together, finalize priorities, and align on immediate next actions.
05.
Optional Retainer (Weekly or Monthly)
Continue with a weekly or monthly retainer to improve new and existing processes, troubleshoot adoption, and find the next round of workflow gains.
Offer scope
- Price: $999 flat fee
- Starts with a 30-minute assessment
- Includes a 1-hour discovery call, custom report, and 30-minute review call
- Optional retainers: weekly or monthly cadence for continuous process improvements
- Designed for practical implementation and measurable time savings