The Operating Stack Audit
A full diagnosis of how your team actually works. I map every recurring workflow, put an honest number on what each one costs you in hours, and hand back a written report with a sequenced roadmap of what to fix first.
Sit the working session first. If by the end you don’t believe the report will be worth it, we stop there and you pay nothing.
Most teams can’t answer the one question that decides everything.
If I asked how many hours your team spent last week on your most costly recurring workflow, could you answer without looking it up?
Almost nobody can, and that single gap is what makes the rest go wrong. Without a number, priorities get argued rather than calculated, and the loudest problem wins instead of the most expensive one. Teams then buy a tool to fix a workflow they have never written down, and the tool gets abandoned by week three because it was built on a version of the work that was missing half its steps.
The Self‑Audit gets you a rough score in eight minutes. This is the version where I do it properly, on your actual operation, with the hours measured rather than estimated.
Four stages, and you keep everything.
Nothing here is a discovery call in disguise. The deliverable is the point, and it’s yours whether or not we ever work together again.
Intake
A short written intake so I arrive already knowing your team size, your tools, and which parts of the week you dread. It means the session starts at the interesting part instead of spending an hour on background.
The working session
We go through how your team actually runs, workflow by workflow, while I surface the steps nobody has written down: the quick check someone always does, the message that has to go out first, the file that gets renamed before it’s sent. This is the part you can’t do alone, because the invisible steps are invisible to the people performing them.
The written report, within seven business days
Every recurring workflow mapped, each one priced in hours per week and per year, proposed solutions built from what we actually found, and a roadmap sequenced on time versus effort so you know what to start with on Monday.
Review call, then ten days
We walk the report together so it doesn’t become another document nobody opens. Then ten days to ask me anything about it while you start acting on it.
A map of your own business you didn’t have before.
Every workflow, priced
Each recurring workflow costed in hours per week and annualized. Once the work has a number attached, the argument about what to fix first ends.
Your five layers, scored
Friction, Anatomy, Connections, People, and Tools, each scored with the reasoning written out. The weakest layer is where your next quarter should go.
A sequenced roadmap
Proposed solutions ranked on time versus effort. Not a list of everything that could be improved, which is useless. An order.
You can stop after the session.
The working session is 90 minutes. If at the end of it you don’t believe the report will be worth $1,000, we stop there and you pay nothing. I’d rather lose the fee than write a report you already knew the contents of.
This is the wrong purchase for some people.
- You run a small or mid-size team already using Notion or Claude, or about to be.
- You can feel the gap between what the tools could do and what they’re doing.
- You want to understand your own operation, not hand it off.
- You’re willing to look honestly at where the week actually goes, including the parts that will be uncomfortable to see written down.
- You want it built for you. I diagnose and I teach; you or your team do the building.
- You already know exactly what’s broken and just want it fixed. Then the audit is short — we run it anyway, and the full $1,000 comes off your first month of Build With Me.
- You want a template you can install on Monday.
- You want everything automated. Some of your work should never be automated, and working out which part is most of the job.
Three ways in, and this is the middle one.
Free, about eight minutes, nothing collected. Score your five layers yourself and find out which one is actually costing you. Start here if you’re not sure.
One-time. The same diagnosis run properly, on your operation, with the hours measured. You keep the map whether or not we work together again.
Ongoing. Weekly one-to-one sessions where we rebuild your workflows together until your team can do it without me. $2,000 a month, four clients at a time, hard cap.
Tell me what your week actually looks like.
The email opens with a few prompts already in it — team size, tools, and the one workflow that keeps eating the calendar. Fill in what you know. I’ll tell you whether the audit is the right thing, and if the Self‑Audit or Build With Me would serve you better I’ll say that instead.