Current-state workflow map
Every handoff documented — intake, routing, reporting, and follow-up — so gaps are visible instead of debated.
5-day operational diagnostic
See how your business actually runs — and what to fix first.
A focused sprint that maps CRM workflows, reporting, lead handling, and manual processes — then hands you a prioritized roadmap your team can act on the same week.
Timeline
5 days
Bottlenecks
7 flagged
Automations
4 scoped
- gap Lead routing breaks after intake form
- crm Reporting pulls from 3 disconnected sources
- win Dashboard spec ready for ops review
- ai 2 workflows flagged for automation pilot
What changes after five days
Clarity you can execute — not another strategy deck.
You leave knowing where work stalls, what to measure, and which fixes matter first. Built for teams that run on CRMs, spreadsheets, and too many manual handoffs.
Bottleneck ranking
Operational friction ranked by impact: what costs time, what costs revenue, and what blocks scale.
Dashboard and reporting fixes
What to measure, how to structure it, and which reports your team will actually use weekly.
Automation opportunities
Clear call on what to automate, what to keep manual, and where AI adds leverage vs. noise.
Executive summary and readout
A prioritized roadmap presented in a working session — decisions your team can make before the week ends.
Engagement details
Scoped, fixed timeline, no surprises.
5 days
Kickoff to executive readout
Remote
Async-friendly · kickoff + working sessions
$500–$1K
Pilot pricing, scoped per engagement
5 outputs
Map, bottlenecks, dashboards, automation, summary
Deliverables
What lands in your inbox on day five.
Concrete artifacts — not vague recommendations. Each item is built to hand off to ops, RevOps, or leadership without reinterpretation.
- Current-state workflow map
- Top operational bottlenecks (ranked)
- Dashboard and reporting recommendations
- Automation and AI opportunity brief
- Executive summary with prioritized next steps
FAQ
Common questions before you book.
Who is this sprint for?
Healthcare services, specialty clinics, healthtech companies, and growing SMBs where growth is constrained by operational friction — not lack of ambition. If your team lives in a CRM, spreadsheets, and manual handoffs, this is built for you.
What do you need from us during the sprint?
Access to how work actually runs: CRM views, sample reports, a walkthrough of lead handling, and time with whoever owns ops or RevOps. One kickoff call and async follow-ups — no full-team workshops required.
Is this implementation, or just the diagnostic?
This is the diagnostic. You get maps, rankings, and a prioritized roadmap. Implementation can follow as a separate engagement — but you will know exactly what to fix first.
How is pilot pricing determined?
Pilot engagements run $500–$1,000 depending on scope — number of workflows reviewed, systems involved, and team size. Price is confirmed before kickoff.
What happens after the readout?
You keep every deliverable. Most teams start with one bottleneck and one dashboard fix the same week. If you want help executing, we can scope that separately.
Next step
Book the sprint. Get the map by Friday.
Five business days from kickoff to readout. Remote, direct, and built for teams that need answers — not another quarter of guessing.