Step 1 of 3
We have two video calls, then I write you a report. It shows where your work comes from and where it gets lost, and tells you whether a follow-up and proposal system would help, including when it wouldn't.
US$1,950
There's $975 off the Install if you book it within 90 days of your report.
You don't pay anything until we've talked and agreed it suits your firm.
Worth having even if you never buy anything else.
How long enquiries wait for a reply, how many days pass between a call and a proposal, how many proposals you send and win, and how long each one takes you. Every figure shows where it came from.
The three biggest places you lose work, with the evidence for each and a rough monthly count.
I score each step from enquiry to signed work on how much it loses and whether a system could handle it, with a person approving every message.
One of three answers: yes, yes with a condition, or no. If it's no, I tell you what would help instead.
Which part of the system I'd set up first, who approves what, and the number I'd judge it on.
I check your email, documents, pipeline and Claude plan one at a time.
This is a complete sample for a made-up firm, with invented people and numbers. A real report has the same shape.
It takes about four hours of your time: the two calls, and an hour pulling some lists together.
Day 1
You walk me through how your last few pieces of work came in and what happened to each one. I listen and ask questions, and I don't give advice yet. By the end of the day you send me a few short lists.
Days 2–3
I map how work moves through your firm, check what you told me against your lists and score each step.
Day 4
On your screen, I take you through what I found and we look at your accounts together. Then I talk you through my draft answer, and you tell me what I've got wrong.
We also go through the proposals that went quiet in the last 90 days. For each one you choose to revive, you leave with a next step and a draft follow-up to finish and send yourself. I can't promise how any of them will end.
Day 5
It comes by email, and I book a 20-minute call to go through it with you.
Yes
The report says what I'd set up first and the number I'd judge it on.
Yes, with a condition
You might need to buy Claude Team seats or free up some time in the diary first. The report lists each condition and who'd take care of it.
No
That's usually because the real problem is too few enquiries, or because the data is regulated. The report says so and tells you what would help instead. If the fit call already shows that, I won't sell you a Diagnostic; I'll point you to the free scorecard and templates.
That's the whole cost of the Diagnostic. I take on two a month.
Five working days
US$1,950
I invoice after the free fit call, and you pay before the first session.
Included
If something goes wrong
If the report gives you nothing you can act on, tell me at the walk-through or within seven days and I'll refund the $1,950. You keep the report, whatever it concludes.
Then $975 off the Install if you book it within 90 days of your report.
Yes. It's 20 minutes to see whether a Diagnostic suits your firm. If it doesn't, I'll say so and you won't pay anything.
Yes, and it helps if whoever handles your enquiries joins the first call.
Not by itself. You choose which inbox and folders the system may read, and you can keep anything out. What I won't take on is people's health records, bank details or ID numbers in your sales emails. If those turn up often, I'll say so on the first call. And if your client contracts limit who may process their information, check them before the Install. The Diagnostic lists it as a question.
No. I work by video, in English, and my prices are in US dollars. I split my time between Windhoek and Bangkok. We book sessions inside your working day and agree the times together. Claude stores business data in the United States, and some firms' clients don't allow that, so I check this with you before you pay.
It stays in the folder you created, which you own. I work from summaries with names and contact details taken out, and I don't copy your material into any account of mine. My access ends when the report is delivered, and I keep only the report and the invoice.
Prices are in US dollars and exclude taxes. If your firm is in the UK or the EU, your firm accounts for any VAT under the reverse charge, so I don't add it to the invoice.
No. The report is yours, and you can act on it with me or without me.
If the report gives you nothing you can act on, I'll refund the $1,950.
Here's what happens next:
You'll work with me directly, and nobody else reads your material.