Free consultation

Pick a time to talk it through.

Tell us about your business: the money, the time and the people. You leave with a clear read on where the upside is and the first move worth making, whatever you decide.

  • Thirty minutes, no pitch
  • The first move, named on the call
  • A one-page note, yours to keep
An open table with two cups of coffee and a notebook
One of the partnersWho you’ll talk toEvery partner has owned and run a business. You talk to the people who build.

What happens next

  1. Pick a time

    Choose any open slot. A confirmation with the details arrives by email right away.

  2. The conversation

    Thirty minutes. A partner asks the questions while another listens and, with your permission, records the call, so nothing you say gets lost.

  3. A one-page note

    Within two days: where we see the upside and one recommendation, yours to keep. It may be an Assess, a smaller first step, or someone better suited.

Common questions

What does it cost?
Nothing. The consultation is free.
Who will I talk to?
A partner who has run a business, with another taking the notes.
Do I need to prepare?
No. Come ready to talk about the money, the time and the people in your business.
What if we’re not a fit?
We will say so, and the note will still point you somewhere useful.

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A sample one-page note

Where we see the upside

Thank you for the conversation. Here is what we heard, and where we think your time and margin are.

What we heard. Quotes wait until one person has time to price them. Orders are typed into the books by hand at the end of each week. The weekly numbers arrive after the week has moved on.

Where the upside is. Quotes first: with prices in one place, they can go out the same day. Then the end-of-week typing: connecting sales to the books gives those hours back. After that, the weekly numbers can come together on their own.

Our recommendation. Start with an Assess focused on quoting and the books. It puts a value on each and gives you a priced plan, yours to keep whatever you decide. If you would rather begin smaller, the quoting fix on its own is a sensible first step.

This is an example, with the details made up. Yours is written from your own conversation, within two days of the call.

Prefer to write?

A few sentences is plenty.

What you do, roughly what size, and what takes up your week. A person replies within one business day.