Score call
Twenty minutes on the phone. We send a short set of questions first, then go through your Key Person Risk score with you.
Most good businesses lean on a few people who know how everything works. We find where yours does, capture what they know, and build it so the work carries on whoever is in the room.
| Area | Lives in | Risk |
|---|---|---|
| Supplier pricing | Sarah's head | High |
| Quoting big jobs | The owner | High |
| Month-end close | Priya's spreadsheet | Medium |
| New customer set-up | Tom's inbox | Medium |
| Rostering | Written down | Low |
Each step is smaller than the next and credited against it, so you never pay twice.
Twenty minutes on the phone. We send a short set of questions first, then go through your Key Person Risk score with you.
Half a day in your business with you and the people you rely on. We talk, and we watch the work being done.
For each key role: we capture how the work is done, write the guides, build the assistants and automations that take the load, and train whoever takes over.
We keep the guides current, fix the assistants when something changes, and re-score the business every quarter.
No slide deck. A clear picture, a short list, and a price.
Every part of the business that lives in one person's head, inbox or spreadsheet, and how exposed you are.
Ranked by what would hurt most if that person were away, with what each fix involves.
Agreed before we start. Go ahead with us, do it yourself, or take the plan elsewhere.
We work with your key people, not around them. Once what they know is written down, they stop being the only one who can answer.
How we work with your team
The score call is free. The Review, each Fix and the monthly plan are fixed prices, agreed before we start. What you pay for the Review is credited against the Fix.
You, and the people the business relies on. For the Review that's a half day on site. For a Fix, we work with the key person and whoever will take over.
That's common, and it's where we usually start. Getting what you know written down is the first step to taking a real holiday, or stepping back one day.
No. Everything we build is yours to keep. The monthly plan is there if you'd like us to keep it current and re-score the business each quarter.
We don't stop at the report. We write the guides, build the tools, train your people and stay with it until it works.
Start with your score. It's free and takes twenty minutes.
Book a free score call