Fix-First Snapshot

What should you fix first?

Send one workflow, even a big one. I'll break it into steps and tell you which to fix first, or whether it's worth fixing at all.

Share the current output, turnaround time, and business goal. I'll turn that context into a practical one-page assessment.

What you get

A one-page assessment that answers three questions:

Is this workflow worth improving now?

Where to start, what it costs, fit, friction, and timing.

What is the best first move?

If the workflow is not worth improving now, I'll say so.

Work email and the workflow description are the only required fields. More context makes the assessment more useful.

The workflow

Who does most of the work? optional
How many people? optional

For example: 12 proposals per month or 40 service requests per day.

How long does the workflow take today, from start to finished output? optional

Include waiting time between steps.

Hands-on work per run, across everyone involved optional

Count only active work, not waiting time.

How long should the improved workflow take? optional

For example: 5 days today, 1 hour after improvement.

Friction and impact

What is the biggest source of friction today? optional
If this improved, what would it help most? optional

Bookings, orders, or jobs, as a %.

%
Where are you against that goal today? optional
How important is this workflow to the business? optional

Your answers go directly to Lance. I use them only to assess this workflow and prepare your snapshot.

Want to talk through your workflow?

If you have questions or are unsure what to submit, schedule a conversation →