The work, in order
- Look at how the business really runs: where the hours go and what you have already tried.
- Rank the opportunities by hours back and effort, and say which ones are not worth doing.
- Cut the steps and tools that don't earn their keep, then set up the first one with clear rules and checks.
- Measure it against a target you agreed beforehand.
- Hand it over: training for your team, and written notes on what to change and what to leave alone.
What you should hold at the end
- A written plan with the opportunities ranked, which you can use with or without the consultant.
- A setup running in your own accounts, with the settings and code handed over.
- A number: the hours it took before and after.
- Someone on your team who knows how to run it.
What a consultant should not do
- Promise a fix before looking. Some problems need investigation first.
- Lock you into one vendor or keep the setup in their accounts.
- Send messages to your customers that you have not read first.
- Give legal, tax, security or compliance advice unless they are qualified to. I do not.
- Sell you a build when a tool you already pay for does the job.
What I do
I do the work myself: the working session, the plan and the build. The first step is a free 45-minute Discovery call. You tell me how a normal week runs, I tell you what I would do, and you leave with one concrete opportunity whether or not we work together.