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In 30 minutes, we'll identify where automation can save your team the most time. You'll leave with clarity and actionable insights, whether we work together or not.
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You'll receive a calendar invite with a Zoom link and a brief intake form (2 minutes).
We'll discuss your current challenges, identify quick wins, and give you a realistic assessment.
Within 24 hours, you'll receive a written summary of recommendations (yours to keep, no strings).
You don't need to prepare anything, but thinking about these questions will help us make the most of our time:
What report or data question causes the most headaches for your team?
Estimate: how many hours/week does your team spend on manual data work?
ERP, CRM, databases, or spreadsheets. Even if it's mostly Excel, that's useful to know.
If this worked perfectly, what would be different in 90 days?
No hard feelings. We'll point you to better resources if this isn't the right fit.