How to prepare for your sit-down: a 10-minute checklist

You don't need to prepare anything for the free hour. But if you spend ten minutes on this list, we'll get further, faster.

1. Write down last week's busywork

Not the big projects. The small, repeated things: the emails you rewrote, the numbers you copied, the question you answered three times. Five items is plenty.

2. List what you pay for

Every software subscription, roughly what it costs, and honestly how much of it you use. This alone usually finds a few hundred dollars a month.

3. Know who does what

A rough list of the people on your team and what fills their day. We're looking for the role that's mostly checklist.

4. Pick one thing you'd love to never do again

Every owner has one. That's usually the first tool we build, because you'll actually use it.

5. Decide what you're comfortable showing

Screen sharing a real spreadsheet or inbox is the fastest way for us to understand your business. Blur or close anything sensitive; we don't need logins and we won't ask for them.

6. Have your calendar handy

If the plan looks good, the next step is a fixed-price build with a start date. No pressure to decide on the call.

Done? Fill out the questionnaire if you want to send it ahead, then pick your time.