Free Resource
A 2-Minute Read Before We Talk
What to Expect on Your Discovery Call
Thirty minutes, free, and genuinely useful even if we never work together. Here's exactly how the call works, so you can decide if it's worth your time — and get the most out of it if it is.
01 What it is (and isn't)
A discovery call is a working session, not a sales pitch. We spend the time understanding how your business actually runs — where the hours go, what's manual, what's fragile — and tell you plainly what we'd fix first and roughly what that involves. If we're not the right fit, we'll say so and point you somewhere better.
02 How to prepare (10 minutes, optional)
- Jot the repetitive stuff. The 3–5 tasks you or your team do over and over. Don't organize it — a messy list is fine.
- Know your rough numbers. How many customers/orders/invoices a month? Precision doesn't matter; scale does.
- Pick your most annoying workflow. The one that makes you sigh. That's usually where we start.
No preparation at all also works — the questions we ask surface everything.
03 How the 30 minutes are spent
MIN 0–5ContextYour business, your team, what growth looks like right now.
MIN 5–20Workflow walkWe walk through 1–2 of your workflows step by step, spotting what can run itself.
MIN 20–30RecommendationsWhat we'd automate first, in what order, and what it roughly takes.
04 What you leave with
- A prioritized shortlist of the automations that would pay for themselves fastest.
- Plain-language explanations — what each fix does, in business terms, not tech terms.
- Honest build-vs-buy advice — including the cases where an off-the-shelf tool is all you need and hiring us would be overkill.
05 What we'll never do
Pressure you into a decision on the call — you'll never hear "this price expires today."
Bury you in jargon to sound smart.
Add you to a mailing list or "follow up" forever. One recap email; if you want more, you'll ask.
Ready when you are.
Book a time that suits you — evenings and weekends can be requested too. Instant confirmation, easy cancellation.
Book a free call →