BSHC – Individual Focus (1 hour)

Service Description

Business Systems Health Check – Individual Focus (1 Hour) Session Format: For clients located in the Greater Orlando area, sessions are typically conducted in person, with a virtual option available if preferred. For clients outside the area, sessions are conducted via Zoom. The calendar invitation you receive may be updated with the appropriate details after scheduling, and we will confirm shortly. This diagnostic working session is designed for one individual who relies heavily on systems, information, and digital tools to do their work. That individual may be a business owner, executive, manager, solopreneur, or team member. The common thread is that their effectiveness depends on how well they interact with systems and information throughout the day. Together, we examine how work is currently being managed, tracked, and accessed, and where friction, inefficiency, or unnecessary effort exists. Common areas reviewed include: - How work and tasks are tracked or organized - How information is stored, accessed, and updated - Spreadsheets, tools, or systems used regularly - Manual steps or workarounds that consume time - Opportunities to streamline or automate using existing tools The focus of this session is clarity. We identify practical, realistic improvements that reduce friction and make day-to-day work easier without introducing new software or complexity. Outcome: Surface at least one clear opportunity to reclaim 1 hour or more per month, which compounds over time as friction is removed. Notes: - This is a diagnostic session focused on clarity and time savings. It does not include system implementation or software installation. - Session Format: For clients located in the Greater Orlando area, sessions are typically conducted in person, with a virtual option available if preferred. For clients outside the area, sessions are conducted via Zoom. The calendar invitation you receive may be updated with the appropriate details after scheduling, and we will confirm shortly.