Things are messy. You know it. Your team knows it. Tickets are falling through the cracks. Handoffs aren’t working. Nobody’s quite sure who owns what, and every day feels like you’re putting out the same fires.
You don’t need a 90-day transformation. You need someone to come in, map what’s broken, and give you a clear path forward. Fast.
That’s Triage.
It’s a focused 1–2 week engagement designed to stabilise your operations and give you quick wins while you figure out what comes next.
What You Get at the End
Clear priorities: you'll know exactly what to fix first
Sales follow-tClean handoffs: who owns what, documented and agreedhrough: quotes go out fast, follow-ups don't slip
Quick wins: immediate fixes you can implement this week
Workflow map: a visual of how work actually flows (vs. how you thought it did)
A plan: what to do next, whether that's with us or on your own
Triage is built for small teams that know something’s wrong but don’t have time to stop and figure it out. You need fast stabilisation, not a long consulting engagement.
You’re a good fit if:
Customer issues keep slipping or getting lost
Your team is firefighting instead of following a process
You’re not sure where the real problems are
You need results in days, not months
You want an outside perspective before committing to bigger changes
How it works
Our method, in three steps.
We move fast. One to two weeks. No drawn-out discovery. No 50-page report that gathers dust.
Week 1: Map & Identify
We map your current workflows: how enquiries come in, how they get handled, where things break down. We talk to your team, look at your systems, and identify the bottlenecks that are costing you time and customers.
Week 2: Fix & Plan
We implement quick wins: response templates, simple routing rules, escalation paths. You get immediate relief. Then we hand you a prioritised list of what to tackle next, with clear recommendations on whether to do it yourself or bring in help.
What's Included
Your new operating system
Current-State Workflow Map
Visual map of how work flows through your team: intake, triage, handoffs, resolution
Response Templates
Ready-to-use templates for common customer scenarios
Basic Escalation Rules
Simple rules for what gets escalated, to whom, and when
Draft SLA Targets
Initial response time and resolution targets to aim for
Reporting Baseline
Simple weekly dashboard to track what’s coming in and how fast it’s being handled
Prioritised Recommendations
Clear list of what to fix next, ranked by impact
Timeline & Investment
Duration: 1–2 weeks
Engagement: Fixed scope, fast turnaround, no ongoing commitment
Pricing: Quoted based on team size and complexity. Usually a quick call is enough to scope it
This isn’t a sales funnel for a bigger engagement. If Triage is all you need, that’s fine. You’ll walk away with a clear picture and actionable fixes either way.
What Happens After Triage?
That’s up to you. Some clients take the recommendations and run with them internally. Others move into a deeper engagement like the 90-Day Business Reset or Automation Implementation to fix things properly. Either way, you’ll have what you need to decide.
Ready to Stabilise?
Book a call and tell me what’s on fire. If Triage isn’t the right fit, I’ll tell you on the first call.