


Plate 01 Small Business · Operations
A first look at repeated work
The challenge
Most small businesses can list ten tasks they wish ran by themselves. Few can say which one costs the most time, or which to fix first.
What we built
A short questionnaire an owner fills in alone, before any call. Twenty-two questions cover five areas: new leads, follow-up, scheduling, reporting and data entry, and repeated admin. Fixed rules score each area and rank what to fix first, with a plain suggestion for each. The same answers always give the same result. The owner keeps the report as a PDF.
Working, internal build. It is built so the first conversation starts from a report the owner has already seen. No outside business has used it yet.




