What to prepare for a first call

You don't need to prepare anything to book a first call - but these help us move faster.

1. The process that hurts most

Have one specific, repetitive task in mind - the one eating the most time or causing the most errors.

2. A rough sense of the numbers

How many people touch it, how often, and how long it takes. The manual-work calculator is a good warm-up.

3. The tools you use

A quick list of the main software your business runs on. I build around what you have wherever possible.

4. What good looks like

The outcome you'd love - even if you're not sure it's possible. That's my job to answer.