1: THE PROBLEM
​You know something isn't working. You're just not sure where the problem is.
Maybe things are falling through the cracks. Customer information is scattered. Follow-ups aren't happening consistently. You're entering the same information in multiple places. Or you've got systems in place, but they aren't actually making the day-to-day any easier.
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When you're in the middle of running the business every day, it can be hard to see where the breakdown is happening. Sometimes you just need a fresh set of eyes to look at the whole picture.
A Workflow Diagnostic gives us a chance to slow the process down, walk through how things actually happen in your business, and identify where the friction is coming from.
2: WHO IT'S FOR
A Workflow Diagnostic may be a good fit if:
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You know the day-to-day operation feels harder than it should, but you're not sure why.
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Things are regularly getting forgotten, delayed, duplicated, or handled differently every time.
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You're spending too much time keeping track of details manually.
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You have software or systems in place, but they're not working the way you'd hoped.
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You want an outside set of eyes before investing in another tool, employee, or major change.
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You know something needs to change, but you're not sure where to start.
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You don't need a big team or complicated operation for a Workflow Diagnostic to be useful. If there are enough moving pieces that keeping everything straight is becoming a job of its own, it's worth taking a closer look.
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Short pre-meeting intake
You'll complete a brief questionnaire beforehand so I have some context about your business and we don't spend valuable meeting time covering the basics.
Up to 90-minute Workflow Diagnostic call
We'll meet by Google Meet and walk through how work currently moves through your business, what's working, what's causing frustration, and where things tend to break down.
Depending on your business, we'll look at areas such as:
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How new leads and customer inquiries are handled
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Estimates and follow-up
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Scheduling and job information
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Customer communication
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Invoicing and payment follow-up
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How information moves between you, employees, subcontractors, or the office
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The software, spreadsheets, forms, or other tools you're currently using
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Where information gets duplicated, delayed, forgotten, or stuck
We'll focus on what's relevant to your business and where things seem to be getting stuck.
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Written findings + recommendations
After our conversation, I'll review my notes and the information you've shared and look at how everything fits together. You'll receive a straightforward summary identifying where your workflow is breaking down, what's contributing to the problem, and the specific changes I recommend making first.
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Investment: $200 flat fee
3. WHAT'S INCLUDED
“We cannot solve our problems with the same thinking we used when we created them.”
​​The Workflow Diagnostic is a standalone service, not a sales consultation.
The goal is to give you a clear, focused understanding of where things are breaking down, what's contributing to the problem, and what needs attention first.
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The recommendations are yours whether you decide to implement them yourself, work with your team, or request additional support.