This one-on-one consultation is designed to evaluate your business systems at a higher level before committing to deeper consulting or implementation work. Rather than focusing on a single buyer or seller workflow, this session looks at how your systems function together and where process limitations may exist.

This consultation is ideal if you’re considering project-based support and want clarity on priorities, scope, and readiness first.

During this session, we will:

• Review your core business systems and overall workflow structure

• Identify gaps, inefficiencies, or misalignment across systems

• Clarify what level of systems work would best support your business

• Determine whether a focused or multi-system consulting project is the right next step

You’ll leave with:

• Clear insight into how your systems are functioning as a whole

• Direction on priorities and next steps

• A defined recommendation for project-based consulting, if appropriate

This session is about clarity and alignment before moving into implementation.