1 Day Consultancy Format

Example Agenda for the Day

9:00am Intro with your team to set expectations

9:15am–12:30pm I shadow the chosen process end-to-end to fully understand how your current flow works

12:30pm–1:15pm quick debrief, clarify any questions

1:15pm–4:30pm I draft flowcharts and compile your report while events are fresh

4:30pm–5:00pm Wrap-Up – verbal summary of report and top 3 findings

*Unfortunately the fomat does not lend itself to a remote option, this can only be delivered on-site

 What I Need from You

1. Pick ONE core process (e.g., quote-to-order, order-to-cash, month-end close, picking & despatch).

2. Grant access to the people and systems involved.

3. Sign a simple NDA (mutual).

4. One point of contact for the day.

*No prep required — messy is fine.

To arrange everything, we just need a 30-minute call to discuss your requirements, a project outline, and your desired outcomes. Click below to book a convenient time.