Live Strategy & Mapping Session

Stop guessing where your practice is leaking capacity.

Get a personalized Systems Mini-Assessment. We review your current tech stack, map one phase of your client journey during a 30-minute live session, and provide you with the video recording and clear next steps to reclaim your time.

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You know something is broken,
but you don't have time to fix it.

You're working weekends, onboarding feels chaotic, and your team is constantly asking you questions. You don't need a massive consulting package right now - you need an expert to look under the hood and tell you exactly what to fix first.

Complete the Diagnostic

Answer our targeted questionnaire about your current tools, team, and biggest daily frustrations. It takes about 15 minutes.

Live Mapping Session

We meet with you live for 30 minutes to review your answers and visually map out one specific phase of your client journey, identifying exactly where your systems are failing.

Video & Action Plan

You receive the full video recording of our mapping session along with a prioritized, step-by-step action plan telling you exactly what to fix first.

What's included in your Mini-Assessment?

This isn't an automated PDF generator. A human operations expert from the SBCo team reviews your practice and gives you tailored advice.

Live 30-minute journey mapping session
Video recording of your mapping session
Identification of your top 3 capacity leaks
Tech stack consolidation recommendations
Prioritized next steps and action plan
HIPAA and BAA alignment check on your current tools
Credit of $297 toward any full implementation service

Session Recording

Get the full video recording and action plan after your session.

Frequently Asked Questions

Is this automated?

No. Your diagnostic questionnaire is reviewed by a real operations expert on our team. We map one phase of your client journey live together on a 30-minute call.

How does the scheduling work?

Once you purchase and submit your diagnostic questionnaire, you'll receive a link to book your 30-minute mapping session at a time that works for you.

Can I apply the cost to a larger service later?

Yes. If you decide to hire us for a System Implementation or Systems VIP within 30 days of your assessment, we will credit the $297 toward your project.

What if I haven't chosen any software yet?

That's the perfect time to do this. We can tell you exactly which tools to invest in (and which to avoid) based on your specific practice model.