Let’s Talk About Your Workflow

Once you’ve scheduled your free 30-minute session, you’ll receive a confirmation email with a meeting link and optional intake form. I’ll review any details you’ve shared beforehand so we can make the most of our time.

We’ll walk through your workflow challenges, documentation goals, or process pain points. I’ll ask targeted questions to understand your current setup and where you’d like support — whether that’s a single SOP or a full process suite.

You’ll receive a tailored recommendation outlining:

• Suggested deliverables (e.g., SOPs, process maps, job aids)
• Estimated effort and pricing
• Next steps if you choose to proceed

There’s no obligation — just clarity and structure to help you decide.