Discovery Session

"We don't know what we don't know". I hear this all the time... Book a discovery session and learn how to optimise your tech stack and automate your business.

WHY BOOK A DISCOVERY SESSION?

Clients often approach me to get help with tools like Asana, Pipedrive, Mailchimp and Zapier (these are the tools I do most of my consulting on). However, sometimes you don't know what you need. You just know that you have a problem, you'd like things to be better, but you're not sure what to ask for...

That's what the discovery session is for. During our call, we can determine where you are now, where you want to be and how to get you there. Following the call, you can choose to go it alone or engage with me on a consulting project to set up and implement your new system.

WHAT'S INCLUDED?

90-minute recorded call: We'll start with a 90-minute call where we'll go through your current workflow and determine how it can be optimised, simplified and automated. This is a practical session. I can help make changes, import date, create Zapier workflows and more... At the end of the call, I'll leave you with a list of recommended changes and action steps.

30-minute follow up call: Following the discovery, most people like to take a few weeks to implement changes. We can then connect on a follow up call to go over remaining questions and issues.

30-day email support: Still have questions? No problem. Drop me an email and I will follow up within 24 hours.

BOOK NOW

After you complete your purchase, you'll recieve an email with your receipt and a booking link.

$497 - BOOK NOW

Merchant logos

This is a secure SSL encrypted payment. All prices are shown in USD.

comodo_secure_76x26_transp

Sarah Summerall

Paul was essential to getting us all on Asana and helping me overcome my anxiety about switching to a new system. He took the time to integrate Asana with Zapier to automate important parts of our email communication, that will save me sending more than a thousand emails a year. He was very pleasant and easy to work with. Money well spent.

Sarah Summerall Summerall Law
Allan Nolan

Before we hired Paul, our workflow was very inefficient and we had difficulty keeping track of our internal and client communications. He worked very closely with us to learn our day to day challenges and quickly came up with a multi-solution plan. Our overall administration is now extremely efficient and our staff and clients noticed an immediate difference. We were very pleased with Paul’s solutions and his service levels and would highly recommend him to any company.

Allan Nolan Safety First Training