Customer entry point
Show where the request starts: call, website, ad, email, QR code, booking, or referral.
Before the call
Prepare for a focused 15-minute Fit Call.
This page helps me understand your operation before we meet, so the call can focus on the bottleneck, desired outcome, and strongest next step.
Booked already? Your Google confirmation email contains the calendar event and the Manage booking link.
Founder briefingShort pre-call video
Pre-call video
A short video will appear here. Use the checklist below to prepare today.
Give me the operating context.
A concise answer is enough. I use these details to prepare relevant questions and protect the 15 minutes for useful discussion.
Keep sensitive data out of this form
Describe the workflow using general examples. Share credentials, customer records, and confidential files later through an agreed secure method.
Briefing received.
I’ll use it to prepare focused questions for our call. Your Google confirmation email remains the place to manage the appointment.
Book or rescheduleBring one real example from the workday.
A concrete example makes the short call much more useful.
A recent breakdown
Bring one example of a delayed reply, missed handoff, repeated entry, unclear status, or lost follow-up.
Access map
List the tools and people involved. A live audit can be planned later with scoped access.
Consulting finds the answer. Implementation builds it.
Business systems diagnosis
A paid, custom-quoted engagement to map the current operation, identify bottlenecks, compare options, and deliver a practical prescription. You may stop there.
Build the selected system
A separately scoped and custom-quoted project to configure, connect, or build the approved solution, with acceptance criteria and handoff defined before work starts.
A clear path from fit call to accepted work.
Every paid engagement receives a custom quote. The proposal or statement of work defines the exact scope, acceptance criteria, schedule, currency, taxes, and payment terms.
- 01Free 15-min fit callDiscuss the problem and decide whether to continue.
- 02Agree on scopeChoose consulting or implementation and define the outcome.
- 03Proposal + SOW + invoiceReview deliverables, acceptance criteria, timing, and price.
- 0425% kickoff paymentPay by Stripe Payment Link, PayPal, or e-transfer as invoiced.
- 05Work beginsThe kickoff amount is earned when consulting or implementation starts.
- 06Acceptance + remaining 75%Review the agreed deliverables; the balance is invoiced after acceptance.
Your remaining 75% is waived when agreed acceptance criteria remain unmet after correction.
Tell me the material issue and give me a reasonable opportunity to correct it. When the agreed criteria remain unmet after correction, the remaining balance is waived. The 25% kickoff amount, approved third-party costs, accepted milestones, and out-of-scope work remain payable. Revenue and other business outcomes depend on the client operation and market. Your signed proposal or SOW contains the controlling details.
Calendar and contact
Keep the appointment details close.
Google sends the calendar event after booking. The confirmation email includes the Manage booking link for schedule changes.