02 The workflow that hurts
Which process is costing you the most time or money right now?*
Walk us through how it works todayThe steps, start to finish.
Who does this work?Owner, a specific role, a team.
What tools / software are involved?e.g. QuickBooks, Excel, a specific SaaS.
03 The numbers These make the ROI real — even rough, ballpark answers matter.
About how many hours per week does this take, across everyone involved?
Who does it, and roughly what does that person's time cost?Ballpark hourly, or their role.
How often does it go wrong, and what does a mistake cost?Rework, a lost job, a refund…
04 Outcome & constraints
What would "fixed" look like for you?
Any hard constraints?Budget range, timeline, tools you must keep, compliance / privacy.
Anything already tried that didn't work?
