How It Works

A simple review process built for busy operators.

Three steps. Fixed scope. Clear deliverables. No surprises.

Read the full Workflow Review methodology

What happens after you pay

1

Confirmation email

Booking link and next steps.

2

Schedule your call

Book your 60-minute review call.

3

Review call

60-minute conversation about your operations.

4

Internal analysis

We map the workflow and identify opportunities.

5

Receive report

Delivered within 5 business days.

01

60-minute workflow review call

60 minutes

We have a focused conversation about your operations: where time is going, what feels repetitive, which tools you use, and where the biggest friction points are. The call is recorded with your consent. You can come ready to talk about how your business actually runs.

What this covers

Operational bottlenecks and repetitive work
Current tools and communication patterns
Workflow inefficiencies and manual steps
Owner-dependent processes
Scheduling and handoff friction
02

Internal analysis

Internal review

We analyze the conversation, map the workflow, and identify where time is being lost and what can realistically be improved. This is where the work happens. The process is structured to surface practical opportunities.

What this covers

Workflow and bottleneck mapping
Time-recovery opportunity identification
Tool and automation recommendations
Implementation prioritization
03

Receive your report

5 business days

You receive a clear, written report that shows where time is being lost, what can be improved, which tools may help, and what to do first. The report gives you a practical framework. Most clients find 5 to 10 hours per week of recoverable capacity. Some find even more once the bottlenecks are mapped.

What this covers

Identified operational bottlenecks
Time-recovery estimates
Tool and workflow recommendations
Quick wins list
Prioritized implementation roadmap
Next-step guidance
The guarantee

We guarantee at least five hours per week of recoverable capacity, or we refund the $997 in full.

We guarantee that the Workflow Review will identify at least five hours per week of realistic, recoverable capacity, or you may request a full refund within 30 calendar days of purchase, subject to the Terms of Service. The guarantee covers the findings of the review. Actual results depend on which recommendations the client implements and how they are implemented.

Review boundaries

×One focused diagnostic
×A defined scope and written report
×Separate implementation support, when you want it
×A findings guarantee tied to the reviewed workflow