When Free Guidance Isn’t Enough
How a focused workflow review works.
Not a pitch - a plain description of what happens if you decide one specific, recurring workflow is worth a closer look than free tools can give it.
Test Offer - Still Being Validated
This is our leading hypothesis for a first paid engagement, not a locked, proven product. Price, hours, and exact deliverables below are current test assumptions, not guarantees.
When is this worth doing?
When you can name one specific, recurring workflow that's actually causing friction - "we send estimates but nobody follows up," "completed jobs sit for days before someone can invoice them," "we never contact customers again after the job" - not "we want to buy a package." If you haven't landed on a specific workflow yet, the Workflow Finder or the what-kind-of-fix guide are the free next step, not this.
It's worth doing when the free tools have gotten you to "I know roughly what's wrong, but not exactly why, or what to actually do about it" - that's the gap this closes.
Current test assumption, not a fixed price
Roughly $1,500-$2,500 and about 8-14 hours of direct time on the workflow you name - still being validated, so treat this as a starting range for a conversation, not a quote.
What do we look at?
One meaningful, recurring workflow - anywhere in Grow, Flow, or Keep. Not your whole business, not several workflows at once. We look at how it actually runs today - the people, tools, information, and handoffs involved - and where it's actually breaking down, not just where it seems to be.
What do you receive?
Current test assumption, not a committed checklist - this may still change as the offer gets pressure-tested.
- A problem/outcome brief - what we set out to figure out, in plain language
- A current-state map of the workflow as it actually runs today
- A map of the people, tools, data, and handoffs involved
- Friction and root-cause findings, not just symptoms
- A prioritized list of opportunities, ranked by what actually matters
- A recommendation - which may honestly be "do nothing" or "use a checklist"
- A scoped first improvement - the smallest sensible next move
- A 90-day roadmap for what comes after that
- A decision readout - a conversation to walk through it together
The findings are yours whether or not you go any further - that doesn't change based on what you decide to do next.
What happens after?
Nothing automatically. If the findings justify it, implementation is scoped as a separate, later decision - process redesign, documentation, configuring software you already own, integrations, automation, or custom tools, whichever the findings actually point to. Which of these applies depends entirely on what we find, not on an assumption made going in.
If they don't justify further work, that's a legitimate outcome too - you keep the findings either way.
What this doesn’t include
- A guarantee that the answer is automation or new software - most findings aren't
- Coverage of your whole business at once - this is one workflow, chosen deliberately
- An ongoing subscription or retainer - that's a separate, later decision, only if it genuinely makes sense
- Implementation - building or configuring anything is scoped separately, only if the findings justify it
Who isn’t a fit yet
If you haven't yet recognized a specific recurring workflow causing real friction, or you're still figuring out what kind of fix a problem even needs, the free tools are the right next step, not this - they're free, and they might be all you need.
Sound like where you're at?
We'll talk through the specific workflow and figure out together if a review makes sense - no pitch, no pressure.
Book a Call