If your business feels heavier than it should, messier than you want, or harder to run than you expected — the problem usually isn’t you. It’s your operations.
You’ll complete a detailed intake questionnaire covering all areas of your business operations. This gives us a clear starting point and ensures our time together is focused and productive.
We meet for a structured, in-depth working session to review your intake, explore key issues, and dig beneath surface symptoms. This is a collaborative, strategic conversation — not a lecture. (In-person meetings are preferred when possible; virtual meetings are also available.)
After our session, you’ll receive a written summary outlining:
We’ll walk through your audit results together, clarify priorities, and discuss next steps — whether that’s implementation on your own or additional support.