Almost nothing.

Just fill out a short intake form (5 minutes) and show up for a 30-minute discovery call. We handle all the analysis work.

If you have access to basic metrics (leads per month, hours spent on admin, marketing spend), that helps — but it's not required. We can work with whatever data you have.

No. This is a paid strategic session that delivers a tangible report you own.

You walk away with actionable insights whether you hire us or not. Many clients take the roadmap and build it themselves. We're fine with that.

The audit stands on its own as a valuable deliverable — not a lead magnet.

That's completely fine.

You'll still get a clear roadmap of where your inefficiencies are and what fixing them would be worth. Even if you don't implement anything for 6 months, you'll know exactly what to prioritize when you're ready.

Think of it as strategic planning — not a commitment to build.

Your full report and strategy session happen within 3–5 business days after the discovery call.

If you decide to implement with us, most fixes start showing ROI within 30–60 days.

We work with businesses doing $100K–$10M+ annually.

Too small? You'll learn where to focus as you grow. Too complex? We've audited multi-location operations, enterprise sales cycles, and intricate service businesses. Complexity is where we find the biggest wins.

Yes — but no one has asked for one yet.

If you attend both calls and genuinely feel the audit provided zero value, we'll refund the $250. No questions asked.

But here's the thing: even our most skeptical clients walk away with at least 2–3 actionable insights worth thousands in annual savings.

Absolutely not.

We recommend what fits YOUR business — not what we prefer to build. If your current tools can do the job with better configuration, we'll tell you. If you need something new, we'll explain why.

You're not locked into our tech stack or our services.