Working Order Session
A focused working session for the process that feels out of order.
A 75-minute session to untangle a website, workflow, form process, spreadsheet, calendar, or admin handoff and identify the next practical step.
Focused diagnostic session
$250
75-minute working session, short written summary, main friction points, and recommended next steps.
If we move into a project within 30 days, the session fee is applied to the project deposit.
What it is
A practical first step before building the wrong thing.
The Working Order Session is a focused 75-minute working session for a website, workflow, form process, spreadsheet, calendar, or admin handoff that feels messy, unclear, or too dependent on manual follow-up.
It keeps the first step contained. Instead of jumping straight into a rebuild or custom system, we identify what is actually out of order and what should happen next.
The goal is not to overcomplicate the fix. The goal is to find the next practical step.
What we cover
We look at the process, not just the tool.
The session focuses on how the work actually moves, where it slows down, and what needs to be clarified before anything gets rebuilt.
What is happening now
What the current website, workflow, or process is supposed to do and where it is falling short.
Who is involved
Visitors, staff, volunteers, customers, clients, or other people who rely on the process.
Where information enters
Forms, phone calls, emails, spreadsheets, calendars, websites, or other entry points.
Where handoffs happen
Who takes the next step, where ownership is unclear, and where information gets copied or lost.
What tools are involved
WordPress, forms, Google Workspace, Microsoft 365, spreadsheets, booking tools, email tools, or manual systems.
What should change first
The most practical next step before larger rebuilds, automations, or systems work.
What you receive
You leave with a clearer path forward.
This is not a vague consultation. The session produces a practical summary you can use, whether or not we continue into a larger project.
01
Short written summary
A plain-language recap of what we covered and what appears to be causing the friction.
02
Main friction points
The places where the process is unclear, duplicated, manual, fragile, or too dependent on memory.
03
Recommended next step
A practical recommendation for whether this needs a small fix, a sprint, a larger build, or no build yet.
Credit
Project credit
If we move into a project within 30 days, the $250 session fee is applied to the project deposit.
What happens after
The next step depends on what we find.
Sometimes the right answer is a small cleanup. Sometimes it is a defined sprint. Sometimes the work needs more discovery before anyone should quote a build.
Small fix
A focused improvement to a page, form, spreadsheet, handoff, or documentation gap.
Website or workflow sprint
A defined project with a clear scope, deliverable, timeline, and handoff.
Larger system build
A larger build only when the process, ownership, and requirements are clear enough to support it.
Questions
Common questions before booking.
Is this required before every project?
Usually, yes. It keeps the first step contained and helps avoid quoting or building the wrong thing.
Can this be done remotely?
Yes. Most sessions can happen by video call, with links, screenshots, forms, spreadsheets, or examples shared ahead of time.
Do I need to know what I want built?
No. The session is useful when you know something is not working but are not sure what the fix should be.
What if the answer is simple?
That is a good outcome. The best next step may be a small fix, a clearer form, better instructions, or a simpler handoff.
Next step
Ready to make the messy process clearer?
Start by sharing what feels out of order. I’ll help determine whether a Working Order Session, smaller fix, or different next step makes the most sense.