Twenty minutes. Bring your numbers.
If there isn’t enough on the table to be worth building, I’ll say so on the call and we can both get on with the day.
Six things worth knowing.
You don’t need answers to these. Having them makes the call twice as useful.
The pain you keep seeing
The recurring work that takes too much effort, gets delayed, or depends on one person.
How often it happens
Daily, weekly, or monthly. Frequency tells us whether a system is worth building.
Where the work lives
A CRM, practice platform, inbox, spreadsheet, accounting system, or some combination.
Who touches it
The people, approvals, and handoffs involved from beginning to end.
What it costs now
Time, delay, missed work, rework, customer frustration, or something else you can observe.
What better looks like
The result you would want to measure after the system is running.