A useful first step / no signup

Find the handoff.
Frame the opportunity.

Prepare for a systems assessment: describe one recurring process, where context gets lost and what should become possible. Use the brief yourself or discuss a scoped improvement with Blake.

Start with your workflow →

Start with the work, then consider the tool.

Choose a process with a recognizable beginning and end: a request becoming an assigned job, a set of records becoming a report, or an update reaching the next person. Identify who owns each step and what an acceptable result looks like.

Your answers stay in this browser until you explicitly send an inquiry. No contact details are needed to prepare or download a brief. Avoid confidential records or credentials. The suggestions use simple rules, not an AI service, and do not estimate savings or quote a project. AI-assisted consulting describes how a later implementation may be developed; this preparation tool does not run an AI agent.

Read the practical guides or download a blank worksheet.

01 / Describe the current workflow

What recurring process would you like to improve? Optional

Which tools or records are involved? Optional

Who passes information to whom? Optional

Where does the work get stuck? Optional

02 / Frame a useful first step

What should become possible? Optional

Which description fits best?

What funding, staff time or access can you commit? Optional

Budget approach

What timing matters? Optional

What constraints or responsibilities must be respected? Optional

Scope and pace can adapt to your resources. Reduced-fee or pro bono work may be considered for aligned causes, subject to capacity.

The interactive brief requires JavaScript. Use the blank worksheet and contact options instead.#discovery-form{display:none}

Find the handoff.Frame the opportunity.

Start with the work, then consider the tool.

Your starting point, in your words.

Find the handoff.
Frame the opportunity.