The offer
The Site Survey
A week looking at how your office actually runs, ending in a short written assessment you can act on with or without me.
Price
$950
Flat. Credited in full toward any build booked within 60 days.
Time
1 week
One visit or call to see the work, a few questions by email, then the write-up.
Guarantee
Money back
If the assessment is not useful to you, you do not pay for it.
How it goes
- 1
Free first look
A 20-minute call. You describe the one task that annoys you most. I tell you on the call whether it is automatable and roughly what it would take. No charge, no obligation, and if the answer is no you have lost twenty minutes.
- 2
The survey
I look at your three most repetitive tasks, in person or over a screen share, and ask the boring questions: who does it, how often, where the data comes from, where it goes.
- 3
The write-up
A short, plain-language document. For each task: worth automating or not, what it would take, what it would cost, and what it would not fix. No software installed, nothing to buy.
- 4
Your call
Build it with me, build it with someone else, or do nothing. The write-up is yours either way. If you book a build within 60 days, the survey fee comes off the top.
Good fit
- Small law and accounting firms
- Dental and medical practices
- Property management companies
- Insurance agencies
- Home-services businesses
Not a fit
- Offices with an in-house IT or ops team already on it
- Anything that needs enterprise software procurement
- Work for federal agencies or federal contracts