What you receive
An agreed workflow review, readiness gaps, feasibility and risk findings, and a prioritized written roadmap. Initial scope can cover up to three workflows, confirmed in the quote.
Before choosing another tool, understand your workflows, data and readiness. A focused roadmap helps you decide what deserves attention first.
An example of the thinking
A readiness review connects your team’s everyday work with the questions that must be answered before you invest in a change.
An agreed workflow review, readiness gaps, feasibility and risk findings, and a prioritized written roadmap. Initial scope can cover up to three workflows, confirmed in the quote.
Useful when several teams or processes need a broader view. For one clearly defined process, the $750 Workflow Diagnostic may be enough. Implementation is a separate engagement.
Review how inquiries enter the business, how proposals are prepared and how new clients are onboarded. Agree which improvement deserves attention first. Illustrative scope, not a client result.
We review fit and scope with you first. Full payment is due before your sessions or review work begins.