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Offer 01 / 05 · Plan

See what's stuck Before you build

I map what still depends on you and what could move. You get a written plan before you spend more on setup.

01 / Now and after

Before work can leave your plate, it has to be clear.

Now

You are the backup plan

Your tool does some of the work. Your assistant helps. The questions, checks and odd cases still come back to you.

After

Every task has a home

You know what stays with you, moves to your assistant, or runs in your tool. You know what still needs a person to check it.

02 / How it goes

Look at the work before changing the tool.

  1. 01Start with the questions

    Tell me what is happening now. I'll confirm this is the right starting point before any work starts.

  2. 02How it runs now

    I look at your tool, your handoffs and the checks you repeat.

  3. 03Who owns what

    I sort each task: you, your assistant, or your tool.

  4. 04Written plan

    A plain plan: what to change, what to leave alone, and what to do first.

From stuck to plan

Start with the questionsHow it runs nowWho owns whatWritten plan

03 / Included

A plan built around how you already work.

  1. 01 / Ownership01 / 04

    Who owns What

    See where each task belongs before you add a person or a tool.

    You / Assistant / Tool

    Put each task with the right owner.

    You
    Work that needs your judgment, your voice or your client relationship.
    Assistant
    Clear, repeat work with set rules.
    Tool
    Steady work your software can run and someone can check.
  2. 02 / Checks02 / 04

    What gets Checked

    Find the work you still check because you don't trust the process yet.

    Full / Sample / Exceptions

    Not every task needs your eyes.

    Always
    Work that needs a full check before it moves.
    Sometimes
    Steady work that only needs a spot check.
    Flag it
    The odd cases that should stop and come to you.
  3. 03 / Tools03 / 04

    Use what You have

    See what your current tool can already do before you buy more.

    Tern / TravelJoy / Travefy

    New software is not always the answer.

    Today
    What your tool already does for you.
    Missing
    Where it could take repeat work off your plate.
    Leave it
    What works well enough to leave alone.
  4. 04 / First steps04 / 04

    Fix the Right thing

    Turn the map into a short list, not one more giant cleanup project.

    Now / Later / Skip

    Start where it saves you the most.

    Now
    The changes worth making first.
    Later
    Good ideas that can wait until the first fixes hold.
    Skip
    Ideas that add work and don't pay it back.

04 / Price and fit

Know the plan before you pay to build it.

Price

$295

About 2 weeks. The $295 comes off a setup booked within 30 days.

Good fit

  • Too much still depends on you, and you're not sure what to move first.
  • You have an assistant or a good tool. The work still needs too much of you.
  • You want a written plan before a bigger build.

Not a fit

  • You already know exactly what to build and only need it built.
  • You want a full move to a new tool inside this price.
  • You want general business coaching, not help with how your trips run.

05 / You keep

You leave with decisions you can use.

  1. A written map of what stays with you, your assistant or your tool.
  2. A clear view of which checks still eat your time.
  3. A short list of what to change first and what to leave alone.
  4. A plan you can build yourself, hand to your assistant, or bring back to me.

Your clients need your judgment.Your back office shouldn't need all of it.

If you're still checking every task, fixing every handoff and remembering every exception, the business is still running through you.

Tell me what's stuck