Bring the real workflow. Not the tidy version.
Who should be on the call
Whoever can explain how a job actually gets booked.
Owner plus ops works best. We need the messy truth, not the process you wish you had.
Have these three ready
- Your website and where leads come from
- Whatever you use now: CRM, dispatch, or a spreadsheet
- The bottleneck that costs you the most time
We open a live dashboard. No slides. If the calendar breaks, email hello@nomanautomates.com.
