You built this business to grow it, not to wrestle with it every day.
Most small businesses accumulate years of workarounds, redundant tools, and processes that make everything harder than it needs to be. The Small Business Efficiency Checkup finds where your time is going and gives you a clear, prioritized plan to get it back.
A brief conversation to see if this is a good fit. No obligation.
Most small businesses are working harder than they need to
Over time, most small businesses accumulate software, workarounds, and manual processes that slowly make operations more complicated than they need to be. This is your operational debt - and it becomes a burden if it's not addressed.
Tasks take longer. Information is scattered. Simple changes feel harder than they should. Valuable time is lost to administrative work instead of client and revenue-focused activity.
Research puts a concrete number on this: the average employee loses nearly seven hours every week navigating fragmented tools and duplicated workflows - time spent managing systems rather than doing work. For a typical small business, that overhead represents roughly 7% of annual revenue in lost productivity: one of the most expensive costs that never appears as a line item.
The tools themselves are rarely the core problem. The drag comes from how they were deployed: added one at a time as specific problems came up, layered on top of existing habits rather than built into deliberately designed workflows.
A practical review of how your business actually operates
This is not generic IT support or a technical audit.
It is a business-focused efficiency review designed to identify friction, unnecessary complexity, and opportunities to simplify how your business runs.
Every tier starts with the same thorough review. What differs is how much of the work I do for you afterward.
One thing that distinguishes this review: before recommending any change, I take time to understand why your business operates the way it does today. Some complexity is load-bearing - there are real reasons behind it. Other processes have simply accumulated friction over time. The review identifies which is which, because that distinction determines what is worth changing.
Clear direction and a practical improvement plan
At the conclusion of the checkup, every client receives:
- Identified inefficiencies and friction points
- Automation and simplification opportunities
- Software and system recommendations (if needed)
- Cost-reduction opportunities
- Prioritized action plan
- Straightforward, plain-English written report
- 30-minute follow-up call to walk through the findings
No obligation. A brief conversation to confirm it's a good fit.
The same thorough checkup. Your choice of how much help you want implementing it.
Every tier includes the full efficiency review and written plan. The difference is how involved I am in making the changes.
- Full efficiency review and written improvement plan
- 30-minute follow-up call
- Complex/technical implementation (automation, migrations, integrations)
- Full implementation of all recommendations
- Complete documentation of changes
- 60-day follow-up check-in
Best for: Business owners who want the transformation without spending their own time on it.
Final price based on scope. Written estimate provided before implementation begins - no surprises.
- Full efficiency review and written improvement plan
- 30-minute follow-up call
- Complex/technical implementation (software configuration, automation, system integrations, tool migrations)
- One additional follow-up check-in after implementation
Best for: Business owners who want to stay involved but don't want to wrestle with the technical side.
I handle the technology; you handle the process.
- Full efficiency review of your systems, tools, and workflows
- Written improvement plan with prioritized recommendations
- Automation and cost-reduction opportunities identified
- Plain-English explanations throughout
- 30-minute follow-up call to walk through the plan
Best for: Business owners who are hands-on and comfortable implementing recommendations on their own.
If you decide you want implementation help after reviewing the plan, your $750 applies toward any higher tier.
| Essentials ($750) | Guided ($1,500) | Full-Service ($2,500+) | |
|---|---|---|---|
| Full efficiency review | ✓ | ✓ | ✓ |
| Written improvement plan | ✓ | ✓ | ✓ |
| 30-min follow-up call | ✓ | ✓ | ✓ |
| Complex/technical implementation | - | ✓ | ✓ |
| Full implementation of all items | - | - | ✓ |
| Implementation documentation | - | - | ✓ |
| 60-day follow-up check-in | - | - | ✓ |
| $750 fee credited on upgrade | ✓ → | ✓ → | - |
The $750 Essentials fee applies toward Guided or Full-Service if you decide to upgrade after reviewing your plan (within 90 days).
Designed for local solo professionals and small teams
Best suited for businesses that:
- Generate under $1M in revenue
- Rely on technology daily
- Do not have internal technical leadership
- Feel their systems could run far more efficiently
- Want experienced guidance before making changes
Common clients include:
- Consultants and advisors
- Financial professionals
- Real estate professionals
- Agencies and creatives
- Independent service providers
What you want to know before getting started
How long does the checkup take?
The review typically takes one to two weeks from start to finish - including the initial intake, my analysis of your systems and workflows, and the follow-up call to walk through the findings. It does not require a large time commitment on your part.
Do I need to be technical?
No. Plain-English explanation is a core part of every deliverable. You don't need to understand how the technology works - you need to understand what it does for your business and why it matters.
Can I start with Essentials and upgrade later?
Yes - it's designed to work that way. Some clients prefer to see the plan first before deciding how much help they want. If you start with Checkup Essentials and decide to upgrade, your $750 fee applies toward the Guided or Full-Service price. The credit applies as long as implementation begins within 90 days of the checkup.
Not ready yet?
If now isn't the right time, join the list. I occasionally send practical notes on running a small business more efficiently - no fluff, no hard sell.
Schedule your Small Business Efficiency Checkup
If your business feels more complicated to run than it should, this is the best place to start.
Not sure which tier is right? We'll figure it out together during the free consultation. Once we know what your business needs, the right level of support becomes obvious.
Book a Free 20-Minute ConsultationWe'll briefly discuss your business, current systems, and whether this is a good fit before moving forward.