Free · 30 minutes · no software to buy
Pick one workflow that eats your week. We'll tell you what to do with it.
In thirty minutes we break that workflow into steps and tell you which ones a machine should do, which ones AI should do, and which ones a person should keep — and roughly what each is worth. Plain English. If the answer is "change nothing," we'll say so.
Most offices hear back the same business day. Lance answers.
If you heard this from a stage — you're in the right place.
Scroll down, answer five questions, and Lance will confirm a time.
What the page looks like
An example from a five-step quoting workflow
Your numbers will be your own.
| Step | Who should do it | Why | Worth / month |
|---|---|---|---|
| Intake call from the client | HUMAN | Relationship. Keep it. | — |
| Look up the last quote in email | SOFTWARE | Same search every time | $410 |
| Re-type the order into the system | SOFTWARE | Copying, not thinking | $920 |
| Draft the follow-up email | AI | Judgment, low cost of error, you still hit send | $560 |
| Approve and sign | HUMAN | Your name is on it | — |
Figures are illustrative. Worth is time saved × your loaded hourly rate, which we work out together on the call.
Who this is for
Offices in Acadiana with two to fifty people
And at least one workflow that runs on somebody's memory.
Dental and medical offices
Intake, insurance verification, recalls, records requests.
Law firms
Client intake, document assembly, deadline tracking, billing prep.
Local government and boards
Permits, records, public requests, meeting packets.
Professional services
Quoting, onboarding, scheduling, recurring reporting.
Book the 30 minutes