Introduction

We’ll start with a brief intro to align on your business goals and see if my workflow fits your needs.

Describe your biggest problems

This is your time to vent. Whether it’s lead leakage in your CRM or a website that isn’t converting, I want to hear what’s holding you back.

Quick Wins

"I’ll provide 1–2 actionable insights you can use immediately (like a specific automation trigger or a UI tweak) to improve your current setup right away.

Potential Next Steps: Roadmap

We’ll wrap up with a bird’s-eye view of how I would restructure your systems to fix the issues we discussed.