Paid Perspective for Leaders
Safe perspective before commitment
Triage provides a structured second opinion on your operational challenges — before you invest in larger changes.
Important Boundary: Triage does not authorize system changes, automation, or implementation. Any implementation work requires a full Workflow Stability Assessment.
When to choose Triage
- A structured second opinion on internal workflow debates
- Help pressure-testing assumptions about new tool investments
- Guidance on whether deeper analysis (Assessment) is warranted
- Confirming that your workflows are safe to leave as-is
Primary Outcomes
Perspective
A clear view of where you are in the automation/stability journey.
Assumption Testing
Cold-eyed pressure testing of your existing operational assumptions.
Roadmap Decision
Clarity on whether a full assessment is justified or if smaller fixes suffice.
Why organizations stop here
Some clients stop after triage because the session achieves exactly what they needed:
- The bottleneck proved to be smaller than it felt
- The next internal move became obvious during the session
- The organization isn't ready for a full-scale assessment yet
- The safest decision is clearly to pause
Triage isn't a sales trap — it's the paid step for deciding scope. Many teams stop here once the bottleneck becomes obvious.
90-minute structured session. Decisions come after evidence.
What's included
- Pre-session intake questionnaire
- 90-minute live session with leadership
- Written summary of key findings
- Clear next-step recommendation
The path to safe change
Book Triage Session
Tell us about your operation. We'll follow up to schedule your session.