Apply · Free Workflow Audit
60–90 minutes, on a video call. Free. You leave with a one-page Workflow Acceleration Map and a dollar figure attached to each one of your top three time sinks. If we can help, we'll tell you. If we can't, we'll tell you that too.
Application received
David or Levi reads every application personally. If your business is a fit, we'll send a link to book your audit on a slot that works for you. If it's not, we'll let you know that — and point you in a direction that might be.
Your application (for your records):
What happens next
David or Levi reads every one personally. If it's a fit, you'll get a link to book your audit on a slot that works for you.
We walk through your top three workflows in detail. We quantify hours, frequency, and dollar value. We ask the questions a great CFO would ask.
One-page PDF. Your top three time sinks, hours and dollars attached, and the one workflow we'd build first. Yours to keep, with or without us.
If our recommendation makes sense, we'll quote a fixed-scope Implementation Sprint. If it doesn't, we'll point you somewhere it will. No pressure, ever.
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The Briefing — Sunday-morning recap of the Challenge plus one workflow lesson.
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