Start with a diagnostic

Three weeks from now, you'll know exactly where the leverage is.

Fixed fee. No decks. No abstract strategy. A live prototype, a ranked list of workflows worth fixing, and a 90-day roadmap your team can actually execute.

Week 1

Systems Inventory

We map every system, every spreadsheet, every manual handoff. No stone unturned.

Week 2

Workflow Mapping & ROI Ranking

We interview the people who do the work, then rank every workflow by automation ROI.

Week 3

Live Dashboard + 90-Day Roadmap

You get a working dashboard seeded with your data and a concrete roadmap with named owners.

Book a 30-min call → Email Jonathan
Deliverables

What you walk away with.

01

Live Dashboard

Seeded with your actual data. Not a mockup — a working prototype your team can click through on day one.

02

Ranked Workflow List

Every automatable workflow, ranked by ROI. Time saved, error reduction, revenue impact. No guessing.

03

90-Day Roadmap

Named owners, concrete milestones, clear dependencies. A plan your team can execute without us.

Built for

Who needs this.

CEO

Three months into a turnaround

You need to know where the leverage is — fast. The diagnostic gives you a clear picture of what to automate first and what to ignore.

CFO

Dreads month-end close

Every month it's the same scramble — spreadsheets, reconciliations, late nights. The diagnostic maps where the manual work lives and how to kill it.

Operating Partner

Eight portcos, no visibility

You can't be in eight places at once. The diagnostic gives you a standardized operating picture across every company — so you know where to spend your time.

Ready to find the leverage?

Fixed fee. No surprises. Three weeks to clarity.

Book a 30-min call → Email Jonathan