The Review
About five pages, plus your own answers in an appendix. The answer is on page one, because most owners read the first paragraph and skim the rest.
These examples are invented.
We never publish a client’s Review. What you write to us stays between us.
Three or four sentences: what we looked at, the biggest thing we found, and whether it is worth acting on. If you read nothing else, you know what we concluded.
How it reads
The work in this file takes about four hours. The file takes nineteen days, mostly waiting on documents from the client. Two changes would close most of that gap. Neither needs new software.
Your process, described back to you in your own words. If you called something a fire drill, so do we. It proves we read closely, and it lets you correct us before we build on a mistake.
How it reads
Nobody owns the file between the document request going out and the documents coming back. You told us this is where files go quiet.
We split the time three ways: doing the work, necessary tasks that produce nothing, and waiting. Waiting is the expensive one, and nobody sees it, because it never lands on anyone’s desk.
One number you can check from memory. No cost model, no projected savings.
How it reads
This step takes about twenty minutes and happens roughly forty times a month. That is about 160 hours a year.
Two or three changes, in order: first, then, later. Never ten. For each one: what to do, why it helps, and what it costs your team in effort. Nothing we recommend requires us to be there. Where AI is involved, we name the person who checks its work.
How it reads
First, send the document request the day the file is logged, not when someone next opens it. On your volumes, this alone recovers most of the nineteen days.
Never skipped. It shows we understand your business is not a factory, and that we are not here to automate your judgment.
How it reads
We would not touch the first conversation with a client. The value is in how you read them.
We say plainly what the intake didn’t tell us, and what it would take to find out.
How it reads
We could not tell how long a file sits in review. One export from your system would answer it.
We say what happens next if you want to go further, and that there is no obligation.
How it reads
Your team can make the first change without us. If you want us to design it in detail, that is a separate engagement. Either way, this review is complete.
The test
If a number cannot be confirmed, it does not go in the document.
A number we can’t defend is worse than no number. It is the first thing anyone accountable for the numbers will test.
So the arithmetic stays simple: this takes roughly this long, this often, so it costs roughly this much a year. Where we can’t defend a number, the Review says so.
Start
All thirty-one questions are on the form, so you can read them first and decide if they fit your business.
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