From your intake to a plan.

  1. You share the facts

    Complete the intake. Share your sales, costs, daily work, choices and data.

  2. I rank the options

    Three top steps. What to build, buy, automate or leave alone, and why.

  3. We review the plan

    A 90-minute call. A short plan for the next 90 days.

I give estimates where the facts support them. I flag what we don’t know.

See the kind of plan you get.

A firm thinks it needs more leads. First, I’d check what happens to the ones it has.

Your intake and data show what gets missed and what it costs. I check the facts before I suggest any tools. A smaller fix may help more than a new tool.

Read the full example Audit
Made-up example. No client results.

Fix late replies before adding leads.

  1. Give each question an owner

    Use the sales system you have.

  2. Test alerts for late replies

    Try a small group first.

  3. Try AI recaps only if needed

    Check the chats. Keep a person on replies.

Days 1–30Check records
Days 31–60Test alerts
Days 61–90Review the test

Illustrative plan, not a promised schedule. Your team does the work.

Who this is for

You sell to other firms and have customers. There’s enough daily work for a better choice to matter.

  • A real problem you want to fix
  • You have buyers. Repeat orders help most.
  • You can get me the right people and business data

Where the work stops

I find the problems and rank the chances. Your team, or people you choose, do the building.

I do not build things, manage projects or teach AI from scratch. A new company with no buyers or data yet is a poor fit.

Get ongoing help with choices through monthly advice

Let’s see if the Audit fits you.

Bring your business problem. We check if we fit. This is not a free Audit or strategy session.

30 minutes · Google Meet

Book a 30-minute fit call

If we fit, we agree on the work. You pay next, then you complete the intake.