Workflow Assessment

Starting at

$

100

About this service

Summary

Feeling like your team's work could flow better - but not sure how to fix it? Let’s take a deep dive into your existing workflows and uncover opportunities to improve and automate.
I’ll analyze how your current tools, processes, and team touchpoints work together - and then give you a clear, actionable strategy to make things smoother, faster, and more scalable.

What's included

  • 🔍 Deep-Dive Review

    I’ll analyze your current workflow setup, tools, automation (if any), and pain points - including team bottlenecks or inefficient handoffs.

  • 🧭 Actionable Recommendations

    You’ll get a detailed roadmap of improvements: what to automate, what to restructure, and where to save time or reduce friction.

  • ⚡ Quick Wins & Long-Term Ideas

    I’ll highlight both low-effort/high-impact fixes and long-term strategies for better operations.

  • 📐 Tool Suggestions (Optional)

    I can recommend tools or integrations tailored to your goals - especially if you’re using platforms like Airtable, Make, Zapier, or Notion.

  • 🧩 Optional Implementation Support

    Need help putting the new plan in place? I can also help you build it out as a follow-up service.


Duration

1 day

Skills and tools

AI Chatbot Developer

Consultant

Low-Code/No-Code Developer

Airtable

Airtable

HubSpot

HubSpot

Make

Make

Zapier

Zapier

Industries

Other