The Walkthrough

Two sessions walking your real work. One page that says what's worth building.

Who it's for: Owners and the one finance, ops or IT person at a business of 5 to 200 people who suspect their software could be doing more.

The problem

You pay for a lot of software and can't say which part of the week it actually saves.

What I do

  • Two working sessions with the people who do the work, not just the person who signs the checks. I watch the work happen.
  • A walk through the checklist I use with every client, covering your systems, your exports and where data gets re-typed.
  • A look at the spots where one system stops and the next one starts. That gap is usually where the hours go.

What you walk away with

  1. A ranked list of the workflows worth fixing, and the one I'd start on.
  2. What each one costs you today in hours or dollars, from the numbers you give me. I'll mark what was measured and what I estimated.
  3. A recommendation for each: a build, a setting you already pay for, a process change, or leave it alone.
  4. What a build would depend on: which systems, which exports, which exceptions still need a person.
  5. A fixed price for the first build, with the number we'd use to judge it.
  6. A straight call: go, wait, or do nothing. If nothing would pay back, the Walkthrough says so.

In scope

  • Two sessions, in person around Nashville or over video.
  • Two shapes, chosen on the call. If you don't know what to fix, we walk the work and rank it. If you do, both sessions go to that one problem: access confirmed, definitions written, acceptance criteria and a fixed price.
  • Up to three workflows.
  • The map and the price are yours to keep, whoever builds.

Not in scope

  • Code or configuration changes. The Walkthrough decides what to build, it doesn't build it.
  • Open-ended follow-up after the map is delivered.
  • A commitment to hire me for the build.

From $750

The targeted shape is quoted on the call, before you pay. Free if you're willing to be a case-study partner.

Request a free 30-minute call

Questions

Do we need to be using AI already?
No. Plenty of the best fixes are plain integrations between systems you already pay for. If AI helps, I'll say where. If it doesn't, I'll say that too.
What do you need from us?
About two hours from the people doing the work, read access to a few reports or exports, and someone who can tell me which systems you pay for.
What's the difference between this and the 30-minute call?
The call is free and decides whether there's something worth looking at. The Walkthrough is the look. It takes two sessions and ends in a ranked map and a price you can act on.
Are we obligated to hire you for the build?
No. The map and the price are yours. Take them to your IT person, another contractor, or build it yourself.
We already know what we want built. Do we still need the Walkthrough?
Usually yes, but it's shorter and it goes straight to your problem: access confirmed, definitions written, a question list and a fixed price, which you keep whoever builds. If the scope is obvious from the call, I skip it and quote directly.