The Workflow Clinic
$150 · 60 minutes · 1:1 video call
The Workflow Clinic is a focused discovery session for business owners and managers who already know something in their workflow is broken, and want a second pair of eyes on it before they spend money fixing things.
You leave the call with four things
- A written summary of at least the top 3 bottlenecks I can see in your workflow.
- A recommended fix for each, with rough effort, cost, and what to do first.
- The full call recording, so you can rewatch it (or share it with your team) without needing to take notes.
- A written proposal if you want me to implement the work, train your team, or support the build.
If at the end of the call I can’t see anything I’d change, I’ll tell you that. You won’t get a four-page report dressed up to look useful.
Who this is for
You’re running a business or managing a team that has grown past spreadsheets and ad-hoc fixes. You have one or two systems that should be saving you time but are creating drag instead. You’ve tried to untangle it yourself, asked your team, watched a few YouTube videos, and you’re still stuck.
You don’t need a six-week consulting engagement. You need someone who has seen this exact pattern several times to look at your setup for 90 minutes and tell you the truth.
What we’ll look at
Bring any one of these — or something close to it:
- A Pipedrive pipeline that doesn’t match how you actually sell.
- A Zapier or Make scenario that breaks every Tuesday.
- An Airtable base that has grown into a monster nobody fully understands.
- A Notion workspace your team set up six months ago and nobody uses.
- An AI integration you know you should be using, but don’t know where to start.
- A reporting layer that takes four hours every Monday, and nobody trusts the numbers.
The session is tool-agnostic. I’m a Pipedrive Partner and a Google Cloud Partner, but I’ll tell you when your problem is better solved with a tool you don’t currently own, and which one.
Also useful if you have a broken automation you’d like to fix in one sitting, with the screen shared and the recording running.
How this is different from the free call
The free scoping call is a 20-minute conversation to see if we’re a fit. It’s diagnosis at the surface, can I help you, and would you like me to?
The Workflow Clinic Discovery Session is the deep dive. We share your screen, look at the actual system, and you leave with a written plan you can act on, whether you hire me afterwards or not.
About me
I’m Chris Wray. I’ve been building no-code and automation systems for over 25 years, across hundreds of businesses and government bodies, from UK and US SMBs to UN agencies and government departments.
I run my own consultancy as a remote worker in about four focused hours a day. I’m a certified Pipedrive Partner and Google Cloud Partner, and I work primarily in Pipedrive, Notion, Airtable, Zapier, Make, and the AI layer that sits across them.
I built this offer because people kept booking the free call to ask one specific, well-defined question. The Workflow Clinic discovery session allows us to spend time going into the details and getting the answers you’re looking for.
Testimonials
“Chris spent 90 minutes with us and saved us from a six-month migration project. The plan he sent through was better than two proposals we’d paid for elsewhere.” — UK marketing agency, 12 staff
“I’d been told by three other consultants to rebuild the whole thing. Chris looked at it for an hour and found four changes that fixed the actual problem.”
Frequently Asked Questions
How is this different from the free call?
The free call is 30 minute pre-sales call. The Worklflow Clinic discovery session is 60 minutes, screen share, written follow-up plan plus the recording.
What if I need more than 60 minutes?
About 90% of sessions wrap-up inside 75 minutes. If we run long, I won’t cut you off mid-problem.
Can I bring my team?
Yes, up to two people on the call beyond you. More than that and you probably want the Systems Diagnostic instead, which is built for full-team work.
Do you charge if you can't help?
If at the end of the session there’s genuinely nothing I’d recommend changing, I’ll refund the $150 and tell you that. It has happened twice since the workflow clinic discovery session was launched.
What if I want to hire you after?
I’ll send a written proposal within 48 hours. If you proceed to a Systems Diagnostic or Project within 30 days of the session, I’ll credit the $150 against it.
What if my problem is urgent, can we do it this week?
Usually yes. Slots are released a month ahead. If you need a same-week booking, message me directly.
Do I need to prepare anything?
Nothing formal. Have at least one specific problem in mind, and be ready to share your screen. That’s it.
Book your Workflow Clinic discovery session
$150 · 60 minutes · paid in advance via Stripe
4 sessions available each month. When the slots are gone, you’ll be on the waitlist for next month.
Not quite ready?
Take the free 20-minute Business Automation Audit first, a self-serve scorecard that flags where your systems are leaking time. No call required.