Discovery Session
Discovery Session
Booking a Discovery Session is the first step toward gaining valuable insight into the strengths and weaknesses within your current workflow and business processes. During this session, we’ll explore how your systems function, where bottlenecks or inefficiencies may exist, and what improvements can be made.
You’ll walk away with a clearer understanding of what you can automate, optimise, or eliminate altogether, freeing up your time and energy to focus on the work you truly enjoy. Whether you’re scaling a business or refining your daily operations, this session provides a roadmap to working smarter, not harder, with practical, actionable next steps..
Discovery Sessions are available for any and all of your technology needs, whether you’re using tools like Asana, Airtable, or Pipedrive; or working with a completely different set of systems. The goal is to assess how well your current setup supports your workflow and to identify areas for improvement, streamlining, or automation.
I’m not tied to any specific technology, platform, or partner, which means you’ll receive a completely honest, unbiased evaluation tailored to your unique business needs. Whether you’re troubleshooting issues or planning a more efficient future setup, this session gives you clarity and practical direction without bias.
The Discovery Session is also an excellent opportunity to troubleshoot and resolve any automation issues you’re facing. If you’re using tools like Zapier or Make, we can dive into your existing setup together and identify where things are breaking down or not functioning as expected.
During the session, we’ll work through fixes in real-time, helping you understand what’s going wrong and how to correct it. This hands-on approach not only gets things working again but also builds your confidence in managing and improving your automations going forward. It’s a practical, problem-solving session tailored to your specific tools and workflows.
Why have a discovery session?
Over the years, I’ve seen countless people become increasingly frustrated with their IT systems, workflows, and everyday tools. Instead of addressing the root cause, they often find themselves spending too much time trying to work around the problems, creating inefficient shortcuts, temporary fixes, or just putting up with daily friction. This only leads to more stress, wasted time, and confusion. Sometimes, the real issue isn’t obvious, or you simply need a second set of eyes to help make sense of things. That’s exactly what the Discovery Session is for. It’s a chance to step back and assess your current setup, clarify where you’re experiencing pain points, and figure out what’s holding you back. Together, we’ll define where you are now, where you want to be, and map out a clear, achievable path to get there, whether that involves streamlining workflows, fixing broken automations, or choosing better tools to support your goals.
This is what the discovery session is for. We’ll define where you are now, where you want to be, and map out a clear, achievable path to get there, whether that involves streamlining workflows, fixing broken automations, or choosing better tools to support your goals.
After the call, you can choose to use the information you’ve learnt to ‘fix it yourself’ or hire me to help implement your project, doing the work for you or supporting you and your team.
What’s Included
60-90 Minute recorded video call – where we go through your workflow to see what we can automate, improve and simplify. You may ask anything you like. Even looking at your system in detail.
Follow-up summary – after the session I’ll send you summary of the call, the recording and any conclusions or recommendations that I’ve made.
A proposal – if you would like me to help in implementing your programme of work, fix any issues you have or train your team, I’ll send a short proposal for the work.
The Investment
Investing in yourself and your work contributes to moving forward in ways you didn’t think possible.