Talk to us

Bring your plan or one problem.

Tell us what's not working. A short example is enough. If you made a plan, we'll start there.

What happens on the first call

We talk about what's not working. Then we say if an Operations Assessment or a defined Build is the right place to start.

This call sets where to start. The Operations Assessment is separate paid work, with scope, access and price agreed before it starts.

A short example is enough for the first call. Full records can wait until we agree on access and scope.

Getting ready for the call

One problem. A good place to start.

Chosen workNot chosen yetStarting workBooking and handoffsSign-offsFinishing and reportsAn Operations AssessmentA defined BuildManaged OperationsType of business: Law, tax and advice firmsType of business: Practices people bookType of business: Home and field servicesType of business: Firms that work for the governmentType of business: Software and IT firmsType of business: Large teams and firms with many sitesType of business: Any other small or growing business
Bring a short exampleWhere it starts. Where it waits.
First callTalk about the problem and the next step.

Pick the work you want to talk about to see what to bring. Your choices are sent only if you send a written inquiry.We can start with how new work comes in, what is needed to begin and who takes the next step.We can start with how dates, what must be done first and instructions reach the next person.We can start with who decides, what they need to know and what happens when a request breaks the rules.We can start with what proves the work is done, what billing needs and what the report should flag.We can start by agreeing the process to assess, the systems involved and the access the assessment needs.Bring the change you want to make, the systems involved and what a finished result needs to do.We can start with the work to be covered, how fast you need a response and how changes get approved. Cover applies to the work your agreement covers. Example to talk about: Open the matter after the firm records its decision. Example to talk about: Keep the inquiry, follow-up and consultation booking connected. Example to talk about: Give the team that books the work a request with the details it needs. Example to talk about: Start the next job without the owner running every step. Example to talk about: Get work records ready for the next review. Example to talk about: Hand the sale to onboarding without losing what was promised. Example to talk about: Send each buying request to the person who approves it.

Change the work or the type of business

This drawing shows how the first conversation is prepared. It sends nothing and does not book a time.

Prefer to write it down?

Send a short description of the work you want to improve.

Which work would you like to discuss? (Optional)

Type of business (Optional)

What kind of business or group is it? (Optional)

It could be an accounting firm or a roofing firm. It could also be a group of restaurants.

First name

Last name

Business name or website (Optional)

A business name, a website address, or both is fine.

What would you like to improve?

Tell us what happens now, where work gets stuck, and what you want to fix. Name the tools you use if it helps. A few lines are enough.

First name, last name, email and what you want to fix are needed.

Please leave out passwords and logins. Leave out anyone's private details too.

How we use these details

Cloudflare handles what you send. It reaches Valspire Group LLC through Google Workspace. We use it to reply to you and talk about the work. Want to ask about your details, or have them deleted? Email info@valspire.com. You book calls on Calendly.

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Reach us.

info@valspire.com

Ashburn, Virginia

DC, Maryland, Virginia, and remote