A Clear Path to Better Technology
Our structured four-step process ensures you get exactly what you need— no surprises, no scope creep, just results.
Discovery Questionnaire
Every engagement starts with understanding your business. Before we even schedule a call, you'll complete a brief questionnaire that helps me understand your current situation, challenges, and goals.
This isn't busy work—it's how I ensure our first conversation is productive and focused on what matters to you.
What We'll Cover
- Your business overview and industry
- Current technology tools and systems
- Pain points and frustrations
- Goals and priorities for improvement
- Budget expectations and timeline
Comprehensive Assessment
Based on your questionnaire responses, I conduct a thorough assessment of your technology landscape. This includes reviewing your current tools, processes, and workflows to identify opportunities for improvement.
For some businesses, this is a quick review. For others with complex systems, it might involve deeper analysis. Either way, you'll understand exactly where you stand.
Assessment Includes
- Technology stack inventory and evaluation
- Process efficiency analysis
- Security and reliability review
- Cost and ROI assessment
- Gap analysis against your goals
Tailored Recommendations
You'll receive a clear, actionable report with my recommendations. No jargon, no vague suggestions—just specific steps you can take to improve your technology, along with expected outcomes and costs.
Every recommendation is prioritized by impact and effort, so you can decide what makes sense for your business right now versus what can wait.
Your Report Includes
- Executive summary of findings
- Prioritized list of recommendations
- Cost estimates and ROI projections
- Implementation timeline options
- Do-it-yourself vs. done-for-you options
Implementation Support
If you want help putting the recommendations into action, I'm here for that too. Whether it's setting up new software, building custom tools, or redesigning your website, I handle the implementation so you can focus on running your business.
Every project includes training for your team and documentation, so you're never dependent on me for day-to-day operations.
Implementation Options
- Full done-for-you implementation
- Guided self-implementation with support
- Team training and documentation
- Ongoing maintenance packages available
- Post-implementation review and optimization
What to Expect
How long does the process take?
The initial questionnaire and assessment typically take 1-2 weeks. Implementation timelines vary based on scope—a simple software setup might be done in days, while a custom tool or website could take several weeks.
What does the free assessment include?
The free assessment includes the discovery questionnaire, an initial consultation call, and a high-level overview of potential improvements. It's enough to help you decide if working together makes sense, with no strings attached.
Do I have to use Omnipeak for implementation?
Not at all. The recommendations report is yours to keep and act on however you choose. Many clients handle simpler improvements themselves and bring me in for more complex work. It's entirely up to you.
How do you handle pricing?
I believe in transparent, predictable pricing. Most projects are quoted as a fixed fee upfront—no hourly billing that makes you afraid to ask questions. For ongoing work, I offer monthly retainer packages that include a set number of hours.