One page that says what to keep, connect, cancel and build.
For a business where several things feel slow at once. We follow real jobs through your tools, list everything you pay for and every place work is typed twice, then hand you a single page you can act on.
The answer fits on one page. The evidence sits behind it.
Below is the shape of the summary, filled in for a made-up nine-person plumbing company. Yours comes with an appendix: the tool list, the job walk-throughs and the reasons for each call.
Keep
- Business email and calendarUsed by everyone, set up well
- Accounting softwareYour bookkeeper relies on it
Connect
- Website form to the CRMLeads land in one inbox today
- Job calendar to invoicingFinished jobs are retyped
Cancel
- Second scheduling appPaid for, no logins this quarter
- Old file-sharing planFiles already live in the shared drive
Build
- Quote to invoice handoffApproved quote becomes a draft invoice
- Missed-call text-backAfter-hours calls get a reply
Do first, in this order
- Finish setting up the CRM you already pay for, and point the website form at it.
- Cancel the unused scheduling app once its bookings are moved.
- Then decide on the quote-to-invoice build, with a preliminary plan.
Each line links to the evidence: who uses the tool, what it costs you in time, and what we saw on the walk-through.
Watch the work, list the tools, then write.
Follow a few real jobs
We sit with the people who do the work and trace a handful of jobs from first contact to paid invoice, noting every screen, paper and inbox they pass through.
Build the inventory
Every subscription from your card statement, who logs in, what it connects to, and when it renews. Plus any AI tools staff already use, official or not.
Write it down, then walk you through it
The one-page summary and the appendix, followed by a call where you can push back on every line before anything changes.
Nine things we check in every business.
- Tools and subscriptionsWhat you pay for, and what actually gets opened
- Logins and ownershipWhich accounts sit in a person's name instead of the company's
- RetypingEvery place the same detail is entered twice
- HandoffsWhere a job waits for someone to notice it
- Email and domainWhether your mail is set up to be trusted
- WebsiteSpeed, broken links, forms that go nowhere
- AI useWhere it already happens and what it touches
- RecordsCustomer lists that disagree across systems
- RenewalsWhat renews soon, and whether it should
Measured first, advised second.
Before recommending a rebuild of a dental lab's website, we measured the old one with our own read-only tools: every address found and followed through its redirects, each page captured at phone, tablet and desktop widths, every menu and pop-up pressed without submitting anything, every image weighed, every link checked.
- 88 old addresses found and mapped, so none would break
- The home page weighed 8.1 MB across 134 requests
- Ten competitors scored on eight things a customer can see
The same instruments run on any site, and the habit carries over to the whole assessment: we count before we recommend. See the audit case study.
Some time and a card statement.
- A few hours with the people who do the daily worknot only the owner
- A card or bank statementso the subscription list is complete
- Read access to your main toolsunder a login of our own
- Three or four real examplesa quote, an order, an invoice
Asked before an assessment.
How is an assessment different from the free first call?
The free call and preliminary plan give you our honest read from a conversation. An assessment goes further: we watch real jobs move, list every tool and login, and write down what we found with the evidence behind it.
Does the assessment cover AI?
Yes. We note where staff already use AI tools, which tasks are good candidates, and which should stay with a person. If you want rules and a sequence, that becomes an AI roadmap.
Will you recommend your own services?
Sometimes the build column has items we could do. It also often says to finish setting up a tool you already pay for, which needs nobody. The page is yours either way.
More ways to decide before you spend
Related services, a case and a guide.
Several things feel slow at once? Let's put them in order.
Start with the free first call. If an assessment is the right next step, the preliminary plan will say so.