Approach

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You Don’t Have to Have This Figured Out

Most people reach out with a feeling. Something’s slow. Something’s scattered. Something keeps falling through the cracks and nobody’s quite sure why. That feeling is enough to start.

Here’s what happens from there. Some of it is quick, an email, a short call. Some of it means real time with your team. Either way, you’ll always know what’s coming.

First, You’re Heard

You answer thirteen questions about your organization, as much detail as you can give. A few days later you get something back: The Workflow Diagnostic. It’s a plain written account of what’s actually going on, specific to your organization. It’s yours to look over at your own pace.

Then, If You Want to Keep Going, We Get Specific

This is where we bring in the people doing the work day to day, alongside you. That usually means a group conversation with your team, plus one-on-one time with individual members so everyone gets heard. I want to know the history behind why things work the way they do now, and if a handoff is breaking down somewhere, I want to hear why from the person living it. This is the deepest step in the whole process, sometimes a couple of full days combined across your team, and together with the next step, it makes up The Team Workflow Analysis, priced as a flat fee.

Then We Turn It Into a Spec

This is where “here’s the problem” turns into “here’s exactly what we’re building.” I’ll ask for access to the tools involved and a clear sense of what you want the system to track. We usually settle this over a few emails or one short call. This step goes deeper than the Diagnostic on purpose. The Diagnostic told you where to go. This is where we map the road there. The Team Workflow Analysis is a flat fee of $6,500.

For some, this is the whole engagement. Some problems need only a clear plan for workflow adjustments. If your situation requires an automated workflow build, you can keep going with a scoped automation contract.

If You Choose to Build, You See the Whole Plan First

For an automated workflow, you’ll see exactly how the pieces connect with a timeline attached, clear enough to take in at a glance. Your part here is simple: read it, ask what you need to, then give the word. You approve the plan before anything moves into building. Your sign-off comes first, every time. If something shifts once we’re underway, we come back to the plan together and adjust it before moving forward.

Then It Gets Built and Tested, and You’re Trained to Use It

This is where the system comes together: the lists, the flows, the forms, the dashboard. Once it’s live, I stay on as a resource for its long-term health, so small questions get answered before they turn into new friction. Every piece gets checked before it touches your real work. Your part here is light: a final walkthrough, then time to get comfortable running it during training. Once more, you get the final look before it goes live, so what reaches your team is already proven to work. You get trained on it too, so it’s yours to run.

That’s the whole arc. You bring the problem. I bring the structure to solve it. Two sign-offs along the way, and a workflow that works for you.