Introductory Systems Review

Service Description

The Introductory Systems Review is a short, focused conversation designed to understand how your business currently operates and whether automation is worth pursuing. This session is not a sales call. It’s a structured review to identify inefficiencies, bottlenecks, and opportunities for system improvement. We focus on how work actually flows through your business today, not on selling tools or pushing solutions. What we cover • Workflow overview A high-level walkthrough of your core processes (leads, operations, admin, reporting). • Current tools & systems Review of the software, platforms, and manual processes you’re currently using. • Initial bottlenecks Identify where time, data, or communication is breaking down. • Early automation opportunities Surface areas where automation could create leverage, without committing to anything.