Book a fit chat

The free fit chat

Fifteen minutes to find out if it's a fit.

A free call to work out whether the Assessment is worth your money. No deck and no pitch. If the honest answer is "not yet", you'll hear exactly that.

Pick a 15-minute slot and the Google Meet link arrives straight away.

Already know you want the Assessment?

Skip the chat and start the intake →

Other ways in

Rather message me?

WhatsApp

Message me. Usually the fastest way to get an answer.

Open WhatsApp

Phone or email

0450 253 297

Sydney hours. If it rings out I'm probably on a client call, and I'll call back.

Prefer email?

sam.k@shiftconsulting.io

Rather write first

Send me a few details.

I'll come back with a time. Rough answers are fine, and I read every one myself.

The Assessment report is built around this answer. Skip it if you would rather just talk.

Or just email me instead

No newsletter, no follow-up sequence, no CRM nurture. Your answers go to me and are used to prepare for the call. Please leave out client names, passwords and financial details.

Before you write

What to expect.

What happens next

  1. I reply with a time. Or, if it's too early for this to be worth your money, a straight "not yet".
  2. The fit chat. Fifteen minutes, free. Where the week goes, what you've already tried with ChatGPT or Claude, and the tools you pay for. Sometimes the answer is those tools used better.
  3. If it fits, the Assessment. You fill in the intake, which takes about ten minutes, and we book one working session in your own tools. The Assessment is $999 AUD and the written report arrives on the date we agree. Nothing gets built inside it.
  4. After the report. Stop there and keep it, or move into Concierge from $1,500 AUD a month, under its own agreement.

Worth having handy

  • The job that annoys you most. Name the task and roughly how often it comes round.
  • What you already pay for: CRM, practice management, accounting, anything with a monthly fee.
  • What you've tried with ChatGPT or Claude, and where it stalled. "Nothing yet" is a fine answer.

You don't need documents, diagrams or a brief. Knowing these three makes the call more useful.

What the Assessment covers →

Capacity

Concierge takes a small number of clients at a time. When the call slots are full you'll be given a start date. If the timing matters, say so in your first message.

Fit

Some businesses should not do this yet. If the process is still changing every month, automating it just makes the churn faster. You'll hear that on the free call.

Not ready to talk

Read the working notes instead.

What AI does well in a small business, what it doesn't, and where it goes wrong. Nothing gated, nothing to sign up for.

Sydney · Limited intake · Replies from a person

WhatsApp0450 253 297