A fresh perspective
on your business.
You know what your business does. I help you see where technology could make it work better.
I'll visit your operation, learn about a specific challenge or area of opportunity, and give you clear recommendations and a practical way forward.
Schedule a free introductionFIRST.
Simple from the start.
This is a focused engagement, not a company-wide audit or a sales presentation. I agree on an area with you, take a close look, and you receive useful findings you can act on.
A quick introduction
A free 20-minute conversation and brief questionnaire so I can determine whether the review is a good fit.
A visit to your operation
Up to two hours on site, focused on one agreed-upon business process, challenge, or opportunity. I'll listen, ask questions, and observe how things work.
Research and recommendations
I'll investigate practical options, from getting more from existing systems to new tools, automation, or AI where there's a sensible use case.
Your written action plan
A concise summary with up to three opportunities, priorities, suggested approaches, and preliminary cost considerations. Normally delivered within five business days.
Talk through the next steps
A 30-minute follow-up to review the findings and answer questions. You're free to implement the recommendations however you choose.
Not just advice.
Something useful.
You'll receive a short, understandable action plan. No jargon-filled presentation, no obligation to buy anything else.
Here's an illustrative example of what a summary might look like for a specialized equipment company.
Technology Action Plan
Example focus: Making equipment support information easier for customers to access.
01 / Organize technical documentation
Create one searchable library for manuals, troubleshooting guides, and equipment resources.
02 / Improve common support answers
Develop a central knowledge base; evaluate AI-assisted search after improving the source content.
03 / Consider a customer portal
Explore account-specific equipment records if the operational need justifies a custom build.
Know what you're
getting up front.
One clearly defined consultation and action plan. If you want help implementing anything afterward, that's a separate conversation.
I’ll confirm the cost and deliverables after our free introductory conversation, before any work begins.
- Free initial introduction & questionnaire
- Up to 2 hours at your operation
- Focused review of one business area
- Research and written action plan
- Up to 3 recommended opportunities
- 30-minute follow-up discussion
A few common
questions.
Do I need to know what technology I want?
Not at all. Many business owners know something could be easier or better but aren't sure what the answer looks like. That's a perfectly good place to start.
Will you try to sell me custom software?
No. My recommendations are based on what makes sense for your business. If an existing product or a simple process change does the job, that's what I'll recommend.
What isn't included in the review?
The review is focused on one agreed-upon area. It doesn't include a full company technology audit, detailed software specifications, implementation work, or testing every system. Larger needs can be scoped separately.
Can the review happen remotely?
Yes, when an on-site visit isn't practical. I prefer to see your operation firsthand, but video calls and screen-sharing can also work for some situations.
What if I want you to build the solution?
I'm happy to discuss it. I'll define the scope, timeline, and cost of any development work separately. You're under no obligation to hire me for implementation.