Turn tribal knowledge into scalable systems
Capture tribal knowledge
Every engagement starts by defining success metrics and introducing the "Pro Dreamer, Pro Complainer" methodology to uncover what's really broken.
Audit every workflow
We trace revenue from marketing to invoicing, providing both microscopic and strategic views of your workflows.
Design the solution
Receive detailed workflow diagrams, tool recommendations, and step-by-step change management strategies for immediate wins and long-term success.
A clear operational blueprint, delivered
Here's exactly what lands in your inbox after our 2-week deep dive:
Modern businesses don't run on manual tasks
AI and automation have already won. You’re just playing catch up.
Key employees quit, processes disappear overnight
Every workflow documented and automated
Founders doing $10/hour admin tasks at midnight
Founders focus on growth while systems handle the rest
50 Slack messages before 8 AM every day
Tasks delegate themselves through smart automation
Panic when your operations manager gives notice
Business runs smoothly regardless of who's on vacation
Copying data between tools for hours each week
Real-time data flows between tools automatically
Remove the silent margin killers from your ecosystem
CRM
Client Onboarding
Project Management
Invoice Management
Delegation
Task Automation
Knowledge Capture
Reporting
Coordination
Book a Call
End your process panic once and for all
Get your complete workflow assessment and start reclaiming 10-15 hours every week with automated systems, documented processes, and a clear growth roadmap.
Frequently asked questions
How long does the workflow assessment take?
The full assessment takes 2 weeks from kickoff to final delivery. Week 1 involves process interviews and documentation. Week 2 focuses on analysis and blueprint creation. You'll have your complete roadmap by end of week 2.
What if we don't have documented processes?
That's exactly why you need this. Most $2M-$25M businesses run on tribal knowledge. We extract that knowledge through recorded interviews, tool analysis, and process observation - then document everything properly.
Do we need to pause operations during the assessment?
No disruption needed. We work alongside your team through interviews and observation. The assessment happens while your business runs normally. Most time investment is 10 hours of interviews spread across 2 weeks.
What happens after we get the assessment?
You'll have a complete blueprint for automation and optimization. Many clients implement quick wins themselves. Others engage us for full implementation support. The assessment stands alone as valuable documentation either way.
How do we know what ROI to expect?
Our assessments include specific ROI calculations based on your actual workflows. Most agencies save 10-15 hours per week through automation. We'll show exactly where those hours come from in your business.