The engagement

Two weeks of looking closely. Then a menu you can act on.

The assessment is CA$4,500 plus tax. It ends with a written menu of priced options. What happens after that is your decision.

The two weeks, step by step

  1. Days 1–2

    We set the ground

    A conversation with you about the company, what is slow or costly, and what you would want to be different. We agree who I should speak to and which systems I may look at.

  2. Days 3–6

    Conversations with the people doing the work

    Short, individual conversations across the company: what a normal week looks like, where time goes, what gets re-typed, re-checked or waited on. Leaders and the people doing the work both.

  3. Days 7–8

    A review of the tools you already pay for

    Most companies already own software with capabilities nobody has switched on. I go through your subscriptions and licences and note what is unused, duplicated, or could do more.

  4. Days 9–12

    I write the menu

    Each item is a process, workflow or tool I could build or bring in. For each: what it is, who it affects, what it would change, how long it would take, and its price. Nothing on the menu is vague.

  5. Days 13–14

    We go through it together

    A working session on the menu: questions, trade-offs, what to do first if anything. The written menu is yours to keep either way.

The menu

A short written document. Each line is something I could do, with a price beside it.

Items are independent. Choose one, several, or none. If an item depends on another, the menu says so. Prices are fixed for the item as described; if the scope changes, we agree a new price before work continues.

Where an item means buying software, I say so and name it. I take no fees from software vendors, so the recommendation is only ever about fit.

Pilots and trials

A short paid pilot

A small, priced first stage of a menu item, run inside your company with real work. It has a stated length, a stated price, and a stated question it answers. At the end you decide whether to continue.

A free trial window

For items that can be switched on quickly, an agreed period of use before anything is paid. If it has not earned its place by the end of the window, it is switched off and nothing is owed.

In both cases the terms are written down and agreed before we begin. There is no promised financial outcome; what a pilot or trial shows is what it shows.