The Review Call

You'll have the report in hand before we talk. On the call, we go through it top to bottom: the executive summary, your quick wins, each prescribed tool, and the 4-day plan. Ask anything — "why this tool and not that one," "can my office manager set this up," "what happens if we hate it." The goal is clarity on every recommendation.

This is also where the guarantee gets settled. If the assessment hasn't identified at least five recoverable hours per week, the $999 is refunded in full — no complications. (Note: this sentence may be lightly paraphrased by the fetch tool.)

Run with it yourself

The report includes a 4-day implementation plan and plain-English setup guidance for each tool. Many clients launch independently within a week.

Have me implement it

Complete setup, configuration, and testing. Your $999 assessment fee applies as a credit toward implementation costs. For ongoing support, the consulting retainer provides two monthly working sessions plus message access as your needs evolve.

Most begin with one or two quick wins in week one — straightforward, cost-free adjustments that demonstrate value and build momentum before tackling larger recommendations.