Book a fit call
We work out where the hours actually go, what you already pay for, and whether any of this is worth doing. If the honest answer is "not yet", you'll hear exactly that — it is a better outcome for both of us than a build you did not need.
Start here
Tell me roughly what the business does and which job is hurting most. One paragraph is plenty. I reply to everything myself, usually the same day.
sam.k@shiftconsulting.ioSYDNEY · LIMITED INTAKE · REPLIES FROM A PERSON
What happens in the half hour
Which of the four leaks you actually have, and roughly how many hours a week each one is taking.
Most businesses are one workflow away from getting more out of the CRM they already have. That is cheaper than anything I could sell you.
A rough number for what recovering those hours is worth, against a rough number for what the build costs.
Either a Flow Map, a fixed quote, a date on the waitlist, or "not yet, here's what to do instead". No follow-up sequence either way.
Worth having handy
You do not need documents, diagrams or a brief. If you happen to know these four things the call gets a lot more useful.
Before you write
Two active builds at a time. If both are full you will be given a date rather than a slower build. If the timing matters, say so in the first email.
Some businesses should not do this yet. If the process is still changing every month, automating it just makes the churn faster. That is a fine thing to hear on a free call.
Not ready to talk
Twenty-odd pieces on what gets automated, what it costs and where it goes wrong. Nothing gated, nothing to sign up for.