Diagnose one problem yourself.
Free tools that map where work gets stuck. Use the one that matches your problem, then book a workflow call if you want help fixing it.
Use the one that matches.
Each is self-serve. None require a call. The primary next step for most visitors is still a workflow conversation with Jay.
The Revenue Leak Scorecard
Fifteen honest questions about how your business turns enquiries into revenue. Your biggest leaks ranked, each with the system that fixes it.
- Fifteen questions across leads, follow-up, admin, tools and AI readiness
- A score out of 100, a band, and your top three leaks
- Each leak links to the system that fixes it
Time Reclaim Audit
Map non-billable hours and leave with a 3–7 tool shortlist matched to your stack, vertical and Australian constraints — in AUD.
- Named tools, not “try ChatGPT”
- Reclaimable hours and monthly cost bands
- AHPRA / AFSL / Privacy Act filters built in
The HubSpot Revenue Leak Checklist
The seven places HubSpot portals leak revenue, plus the operational checks that reveal whether the CRM can be trusted.
- Pipeline hygiene and stale deal checks
- Workflow, property and lifecycle debt prompts
- Reporting trust and attribution questions
The CRM Portal Cleanup Playbook
Forty-seven things to delete, archive or rebuild in a typical 2 to 4 year old CRM portal. The same review logic the Workflow Diagnostic applies.
- Property and pipeline diagnostics with SQL-style filters
- Lifecycle stage map you can paste into your portal
- What to archive, what to delete, what to rebuild
Know the problem. Ready to fix one workflow?
That is what the workflow call is for. Thirty minutes with Jay: the stuck handoff, the tools involved, and whether a diagnostic or a scoped fix is the right next step.