Discovery & Business Assessment
First, Mary gets in there and sees how things really work. That usually touches:
- Leadership & decision-making
- Admin workflows
- Accounting & finance
- Day to day operations
- Safety systems
- HR & onboarding
- Sales & customer experience
- Communication
- Documentation
- Reporting
- Software you're already paying for
- Repetitive admin work
The output: an Executive Opportunity Report — a straightforward look at your biggest opportunities, ranked by what'll move the needle, what it costs, and how easy it is to do. Just where to start.




