Free checklists.
Short lists for the work that leaks the most time. Each one comes by email.
- 01
Close and payment review checklist
Email me the checklist12 items · Fintech and payments ops, lenders, stablecoin and treasury teams, exchanges
Twelve checks before a deposit posts or a payment clears.
- 02
Intake and client service checklist
Email me the checklist11 items · Wealth management and RIAs, insurance agencies, lenders and mortgage, client service teams
Eleven checks before a packet is complete and a reply goes out.
- 03
Deal and lead operations checklist
Email me the checklist12 items · Heads of growth, private equity deal teams, digital asset partnership teams
Twelve checks before a lead gets a reply or a deal gets a next step.
- 04
Reporting and first workflow checklist
Email me the checklist11 items · COOs, CFOs, controllers, private equity operating partners
Eleven checks before you pick a report to fix or a workflow to build.
Start with one week.
Bring one workflow or agent. You get a ranked plan and a fixed scope, or a clear no.
- $1,500 for one week
- Credited in full toward a Build Sprint within 30 days
- Workflow or agent: you'll know which fits
Ground track · wherever our clients operate