Plan, Pivot, Proceed

Find the static.

Three short blocks. About five minutes. Give us your biggest friction point and we'll tell you what's fixable — and what to fix first.

~5 min 4 steps

Block 1 — Business Shape 1 / 4

Block 1 — Business Shape

Quick context so we can tailor everything that follows. Four questions, under 60 seconds.

What does your business do? One sentence is perfect. "We run a bookkeeping firm for restaurant groups."

Tell us a bit about your business.

How many people work in the business?

Just me 2–10 11–50 51–200 200+

Pick one.

Your role

Owner / Founder Operations lead Department head Individual contributor Other

Pick one.

Where are you with AI today?

Haven't really used it Playing with ChatGPT or similar, not for work yet Using AI tools for some tasks, nothing systematic We have workflows running, looking to do more

Pick one.

Block 3 — Context Flow

These three questions often reveal more than everything above combined. They surface whether knowledge is extractable — or trapped.

For the task you described, where does the "how to do it" actually live?

In one person's head — if they left, it would be a scramble Partially documented, partially tribal knowledge Most of it is written down somewhere Full SOPs exist, anyone could pick them up

Pick one.

When the person who normally does this work is out for a week, what happens?

Things break — it just waits for them to come back Things slow down noticeably, we get by Someone covers it, quality dips a bit Fine — anyone can pick it up

Pick one.

If two different people did the same task, how similar would the output be?

Really different — everyone does it their own way Somewhat different — same destination, different paths Pretty similar with small style differences Nearly identical — we've got a clear standard

Pick one.

Almost done

Where should we send your diagnosis?

Email address

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First name Optional — used to personalize the output.

We'll use this to send your friction diagnosis and occasionally share related thinking. Unsubscribe anytime.

Signal received.

We've got your friction point and the context around it. We'll be in touch within 48 hours with your initial diagnosis and a sense of what's fixable and what to fix first.

Back to Plan, Pivot, Proceed

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