Free · about 15 minutes · no email needed for results
Find out what one workflow is really costing you.
Answer a few questions about the thing that eats your week — intake, scheduling, follow-ups, documents. You get a one-page report: what it costs you now, where the time goes, and the first fix worth making.
One intake portal with automatic document reminders. A person still approves every send.
How the Snapshot works
Pick the workflow. Tell us how it runs. Get the report.
- Which workflow hurts most — and who touches it
- How often it runs, how long it takes, what tools it lives in
- Your results, on screen — email is optional, for the PDF
Your answers stay in this browser unless you ask us to email the report. The Snapshot suggests what to check; it cannot inspect your systems.
- 1Your situation
- 2Your business
- 3The workflow
- 4How it runs today
- 5Time, AI, and timing
- 6What you want built
- Your Snapshot
What the report shows
Numbers you can argue with, not a sales pitch.
- What it costs you nowOwner hours, staff hours and a yearly dollar figure — using the Owner Tax framework.
- Where the time goesThe handoffs, re-keying and chasing that make the workflow slow — ranked.
- The first fix worth makingOne change, what AI would prepare, what a person still approves, and whether to buy, build or keep.
- Your next stepOne recommendation for your size and situation, and what this Snapshot couldn't see. If the Diagnostic isn't the right step, it says so.
After your Snapshot
If the fix is worth making, the next step is a week, not a quote.
The $1K Diagnostic takes the workflow your Snapshot flagged and turns it into seven written documents — map, baseline, inventory, top three fixes, the first-fix scope and a 30-60-90 plan. Continue into a Partnership Tier and the $1K comes off month one.
Full refund within 3 days · All-Seven Guarantee · 4 slots a month
The credit, worked out
- Diagnostic
- $1,000
- Strategic Partner, month 1
- $4,500$3,500
- Net cost of the Diagnostic if you continue
- $0
Not the right time to spend?
Six free DIY kits run the same frameworks on your own schedule. Start with the Owner Bottleneck Kit.