Agree the question
Define the problem, the scope and the decision you need to make.
Know what is worth fixing. Before you pay to fix it.
GapCheck shows where to look. GapMap follows the work from marketing and first inquiry through follow-up, delivery and the records behind it. The result is your GainPlan: a practical roadmap that is yours to keep.
Typically US$1,000 to US$5,000. Scope, fixed fee and delivery date agreed before paid work begins.
US$1,000 to US$5,000
The scope sets the price. Headcount is only part of the picture.
A five-person practice with one workflow needs a different review from a thirty-person firm with several teams and disconnected systems. We agree the workflows, locations, systems, records and people involved before I quote.
- A map of the agreed work, its handoffs and who is responsible
- A review of the records behind the problem
- Conversations with the relevant people, agreed in the scope
- Starting measures and a way to assess likely value
- Risks, dependencies and the points most likely to fail
- Ranked options: improve the process, prepare the foundations, implement, or leave it alone
- Your GainPlan: a practical 90-day plan with priorities, owners and next steps, yours to keep
- A 60-minute walkthrough with me
- One revision if the next decision is still unclear
A focused GapMap can be planned around 10 business days. The written proposal confirms the interview count, access needed and delivery date for your scope.
How the review works
The plan follows the evidence.
We agree what to examine, check it with your team, and rank what matters. If a simpler process beats another tool, that is the recommendation.
Follow the work
Review the records and the real process, including exceptions and repeated work.
Rank the options
Compare the likely value, effort, risk and what your team would need to change.
Take away your GainPlan
Do it, get ready, or stop. Your roadmap sets out the priorities, owners and next steps. It is included in GapMap.
See what a recommendation looks like.
The problem, supporting records, risks and next decision sit together. Anything we still need to check is marked clearly.
A decision you can act on.
Your GainPlan sets out what to fix, what to prepare and what to leave alone. Implementation, training and support are scoped separately, only if the diagnosis says they are worth doing.
- Software licences or third-party fees
- Implementation, which is scoped and priced separately
- Promised financial results
- Large enterprise procurement projects
- Tool selection unrelated to the agreed business problem
Your GainPlan.
Yours to keep.
Choose who carries it out.
There is no obligation to hire me for implementation. Your GainPlan is the roadmap produced by GapMap, not an extra purchase. It is written so your team or another provider can use it.
Your team does the work
Use the priorities, responsibilities and 90-day sequence to lead the work internally.
Someone else does the work
Give another provider your GainPlan as a starting brief for a separately agreed scope.
I do the work
I can propose the right combination of implementation, connected company information, team training or ongoing improvement. Each proposal defines the outcome, scope, responsibilities and price. Buying more work is optional.
Before we begin
Do I need to take GapCheck first?
Yes. It gives us a starting picture of the problem, your priorities, budget and timing. If working together looks useful, we clarify the scope before I send a GapMap proposal. Completing GapCheck commits you to nothing.
Why a range rather than one price?
The work changes with the number of workflows, systems, locations and people involved, and the state of the records. Team size gives context, but does not automatically set your price. You receive a fixed quote before the paid work begins.
Does this include building the solution?
No. GapMap is the diagnosis and plan. Implementation, software costs, training and ongoing support are scoped and priced separately if they are worth doing.
What happens in the 15-minute discovery call?
Your free GapCheck includes this call. We go over your results, discuss what matters most and decide whether a deeper GapMap would be useful. You can also book a discovery call first. There is no obligation to buy.
How is this different from an AI-generated plan?
GapMap checks ideas against records from your business, conversations with your team and practical constraints. It makes the assumptions and risks visible, rather than treating a plausible answer as a business case.
Do I have to hire you afterwards?
No. Your GainPlan is yours to keep and use with your team or another provider. If you choose me for implementation within 90 days, the full paid GapMap fee is credited to that work.
Is this only for receptionists or one software platform?
No. Inquiry handling and follow-up are often good places to start, but the work can include internal operations, easier access to company knowledge and practical team training. AI, automation and CRM tools are possible ways to achieve the result, not requirements.
Who is this for?
Owners and leaders of established businesses with a problem worth solving and the ability to act. Clinics, dental practices, real estate and moving illustrate the kinds of businesses involved. The approach is not exclusive to those industries. You do not need a technical background.