Initial Consultation

What to expect

Thank you for booking a call with us — we can’t wait!

This 30 minute call is all about understanding your business, uncovering the manual tasks slowing you down, and identifying where automation can give you time back.

No pressure. No tech talk overload. Just a friendly, focused conversation to see how we can help.

What we’ll cover

Your current workflows
What tools are you using? Where are things getting clunky or repetitive?

Your pain points
Are you duplicating data? Manually sending emails? Losing track of leads? We'll dig into the stuff that's costing you time (and sanity).

Your goals
Do you want to save time, scale faster, reduce errors — or all of the above?

Opportunities for automation
We’ll offer suggestions on what we could automate, and how — using tools like Zapier, Google Apps Script, or custom APIs.

How to prepare

You don’t need to bring anything — but if you want to get the most out of the session, think about:

  • Which tools you're currently using

  • Where things feel manual, messy, or inefficient

  • Any tasks you wish could happen automatically

Our hopes for you

After the call, it’s our hope that you walk away with:

  • A better understanding of what’s possible

  • A few ideas you can act on right away

  • A clear path forward if you want help implementing.

After the call

If we’re a good fit, we’ll follow up with a summary of what we discussed during the call, a scope of work or automation audit proposal, and transparent pricing and next steps.

If not, no problem — you’ll still walk away with clarity and insight.