Stop treating client intake like a gate. Start treating it like a filter.
Most firms use questionnaires to "screen people out." This creates friction. At Obsidian Success, we use a Lean approach to intake.
The goal isn't gatekeeping—it’s mutual clarity.
Our process:
Eliminates...
I walked into a client’s office where everything was moving, but nothing was landing. Emails pinged like gunshots; projects stalled in cycles. It looked like hustle, but it was just chaos disguised as effort.
I asked: “Where does the work get stuck?”
Silence. Then the truth: the...
Busy ≠ profitable. I’m currently partnering with a podcaster to redesign their end-to-end workflow—moving from patching tasks to building a system that creates consistent episodes, clear roles, and measurable outcomes.
We’ve mapped the entire process (research → booking →...
Busy ≠ profitable. I’m currently partnering with a podcaster to redesign their end-to-end workflow—moving from patching tasks to building a system that creates consistent episodes, clear roles, and measurable outcomes.
We’ve mapped the entire process (research → booking →...
I’m currently deep in the weeds of a core process redesign that might be the most cross-functional project of my career.
Imagine trying to find a "standard work" flow that satisfies: 🏥 Nursing staff (Clinical precision) 🕊️ Clergy (Spiritual care) 🚧 City Workers...
