Free discovery call

Book your free 20-minute call.

We talk through one problem, how you handle it today, and a first direction. If an audit or a specific tool fits, we explain the scope and price before you decide anything.

  • Phone or video, about 20 minutes
  • Bring one frustrating task. No homework.
  • No pitch until you ask for one
  • No obligation to book an audit or buy anything
Calendar not loading? Open it in a new tab, or email [email protected] with two times that work. Open the booking calendar →
What happens next

A decision at every step

Step 1

Discovery call

20 minutes. Your goals, what you've tried, and whether an audit or a specific AI tool is your best next step.

Step 2

AI audit, if it fits

We look at how work flows and show what's worth doing in your numbers. $850 for most local businesses, $2,500 for larger teams. How the audit works

Step 3

Build, train and support

Start with one focused fix or a broader set of workflows. We run it for you, train your team, or both. Month to month.

Optional

Want to get more out of the call?

None of this is required. A rough guess beats a spreadsheet.

Think about

  • Which problem you'd fix first, and why
  • Where your week actually goes, and what you're always behind on
  • How hands-on you want to be: run it for you, or teach you
  • What you've tried before that didn't stick
  • Who else should be part of the decision

Bring if you can

  • Rough calls, texts and emails per week
  • The software you pay for each month
  • Your average sale, job, ticket or annual gift
  • Your answers to the 2-minute self-check
  • One recent customer, client or donor story that went wrong
Questions

Before you book

Is this a sales call?

It's a working conversation about one problem. If an audit or a tool would help, we'll say so and give you the price. If not, you leave with a first direction anyway.

Do I need to know anything about AI?

No. Most of the people we talk with don't. We set things up, train your people, and pace it to how your team takes to new tools.

We're a nonprofit. Same call?

Yes, same call. Mention it when you book and see our nonprofit page for the audit, the AI use policy and the free software you may qualify for.

Can I just email instead?

Of course. Write to [email protected] with a line about what's taking too much time and two times that work.