Start with a 20-minute conversation

Walk me through the actual work.

Use this longer form to describe a recurring task step by step—for example, what happens between a customer requesting a quote and receiving one. That sequence is what I mean by a workflow. If you’d rather start with the business more broadly, send a short introduction.

The work as it happens

What happened in a recent example?

What did you have to do to get it handled? Optional

A rough description is fine. The detours are often the useful part.

Who touches it? Optional

If you run the business alone, say so. Your own work is a useful starting point.

Any other tools? Optional

Where it gets difficult

What makes this difficult or worth improving?

How often does this happen? Optional

What tends to get delayed, missed or handed back to you? Optional

What would this let the business do better? Optional

Anything you want to show me? Optional

Share only material you have permission to send. Roles and a written description are enough.

Anything sensitive I should avoid asking you to send? Optional

Describe the boundary. Keep passwords, access keys and confidential records out of this form.

Here’s what I heard.

The details you entered above will be sent with your request.

Where should I respond?

Your name

Company Optional

How many people work in the business? Optional

Annual revenue Optional

How did you find me? Optional

What prompted this inquiry? Optional

I’ll use these details to review the process and respond to your request. Sending the form does not begin a paid engagement.

Walk me through the actual work.

Where should I respond?

Here’s what you’ve entered.