What a good discovery call sounds like
The first call with an automation or software firm tells you a lot, mostly through the questions they ask.
See how your operation actually runs.
Before anything gets automated or built, we learn how the work gets done today, where it waits, and where it breaks. You get a written plan you can act on, with or without us.
You might need this if
- Work slows down and nobody can say exactly where.
- You're about to buy software and aren't sure it fits.
- Two or three people hold the business in their heads.
- You've grown, and the way you work hasn't caught up.
How it works
01
Working sessions
We sit with the people doing the work, not just the people managing it.
02
Tools and data map
Every tool, spreadsheet, and handoff, and every place information gets typed twice.
03
Findings
Where time and money leak out, ranked by impact and by effort to fix.
04
Written plan
Scope, cost, timeline, and what to do first.
What you walk away with
- A map of how work moves today, tools and handoffs included
- A ranked list of opportunities, from quick fixes to larger builds
- A written plan with scope, cost, and timeline
- Often, one small fix made during discovery itself
Questions we hear
How long does discovery take?
It starts with a five-hour block of working sessions and research. Larger operations take longer, and we'll tell you up front.
Do we have to hire you to build what you recommend?
No. The plan is yours either way.
Who needs to be in the sessions?
The people who do the work, plus whoever owns the decision. We keep the time asks small.
Keep reading
The other three
Most engagements use all four, in order.
Process improvement
We redesign how work moves so your team can run it consistently and measure it.
Custom software
Web apps, integrations, and automations built around your process, not the other way around.
Change management and training
We train your team, document the process, and stay through adoption so the change holds.
Tell us what's slowing your team down.
A 30-minute call is enough to know whether we can help.