Live Workshop | October 14 | Replay Available
The One-Hour Intake Fix
Your intake process is costing you margin. Fix it in 60 minutes—live, step-by-step—with tools, templates, and a GPT to speed it up.
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Spending more time chasing intake details than serving clients?
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Are your best people stuck doing $10/hour tasks?
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Is your profit margin too small to keep growing comfortably?
Fix the hidden workflow bottlenecks that are killing your margins… and free your top team to focus on what actually moves the needle.
You’re spending too much on your team, and you know it.
Margins are tighter than they should be. You’ve got smart people doing too much manual work. And instead of solving the problem, the fixes just make things worse.
Most firms think the answer is to hire more people, automate more steps, or swap in shinier software.
But if your intake process is bloated or broken, those “fixes” only multiply the chaos, while profit keeps leaking out the back.
Here’s what those leaks actually look like:
- Overhiring to cover workflow gaps. Payroll balloons while margins shrink (one firm hit 72% of revenue on salaries)
- High-value people stuck in low-value work. Your top operators spend hours untangling admin instead of driving results
- Dropped or delayed intake. Calls slip through the cracks, clients wait too long to get started, and revenue stalls before it even hits the books
- Tools that turn clients away. Your software feels efficient to you, but it overwhelms clients and kills momentum before they sign
- Duplicated effort across roles. Team members wear too many hats, switch contexts all day, and burn capacity you’ve already paid for.
Every one of these is a profit leak.
And they all trace back to the same place: your intake workflow.
The One-Hour Intake Fix
is where you stop the leak.
In this live, step-by-step workshop, we’ll streamline your intake workflow so it’s more profitable, more effective, and easier for both your team and your clients.
Bring what you’re already doing, and we’ll fix it together, so you can finally start generating the profit you (and your business) deserve.
Here’s What We’ll Cover
No theory or general ideas there; this is a live, roll-up-your-sleeves working session. By the end, you’ll have:
A mapped intake process that shows exactly where profit is leaking: delays, duplication, overhiring, or client confusion
Streamlined handoffs so high-paid team members aren’t stuck doing low-leverage reviews
Aligned roles + responsibilities that stop $100/hour people from chasing $10/hour tasks
How to cut duplicate work across roles and free up hours your payroll is already paying for
Faster time-to-revenue, with fewer stalls between “yes” and “start”
What not to build, so you stop wasting time on tools or hires that won’t fix the real problem
Why “automation” isn’t your problem and what actually makes intake efficient
A clean, team-friendly intake map that shows who does what, when, and why … so delivery starts smooth and stays profitable
The GPT-powered shortcuts you can plug in to make it even easier (optional, but powerful)
The result? More profit from the clients you already have, without adding headcount or overhead.
The One-Hour Intake Fix
We go live in…
Stop losing profit margin to messy intake. Fix it in 60 minutes.
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Live on Zoom
Tuesday October 14
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9:30am PT
12:30pm ET
5:30pm UK
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Replay included
Hey – my name is Breanne.
I’ve been obsessed with making things work better for as long as I can remember.
In my first real job, I was hired on a 9-month contract because the workload was “too much for one person.”
Within 2 months, I’d audited and rebuilt the processes so thoroughly that I told my boss: “One person can handle this now. You don’t need me anymore.”
But over time, I realized something:
If I’m the one who always has to come in and fix things… then every time something breaks or changes, you’re stuck again.
You need to pay again. Spend more time. Burn more energy.
That’s when it clicked: the real win isn’t just fixing the workflow.
It’s giving people the tools to do it themselves, again and again.
That’s what this workshop is about.
The One-Hour Intake Fix pulls together the tools I wish every client had before things got painful.
It makes the friction visible.
It shows you where your workflows are falling apart.
And it helps you fix them without needing SOPs, more software, or a full-time ops person.
Whether it’s you or someone on your team running the reset, this process works.
No jargon. No guesswork.
Just clarity, simplicity, and a client intake process that stops bleeding profit.
Got a question?
What if I can’t make it live?
No problem.
You’ll get full access to the training portal, with all the tools, templates, walkthroughs, and recordings broken out for easy implementation.
You (and your team) can revisit the exact parts you need, anytime.
Will this work for my type of business?
If you run a client-service business with a small to mid-sized team, yes.
Whether you’re in marketing, finance, consulting, legal, design, or another high-touch service—intake is intake.
The patterns are the same, and this workshop helps you fix the part where profit leaks out before the work even begins.
How much time will I need to implement this?
Most of the fixes happen during the session.
We’ll be working live to rebuild your intake, not just planning it.
After that, implementation depends on your team’s setup, but most firms can roll out the new version within a week or two.
Will this actually help if my process already “works”?
Yes — even good processes can quietly drain margin. You’ll likely find hidden duplication, unnecessary reviews, or small stalls that slow down revenue.
This workshop helps you trim the friction that’s eating into profit, even if your team seems to be managing fine.
What if my process is a total mess?
Perfect. The worse it is, the faster you’ll see results. You only need one messy workflow to participate. I’ll walk you through it live, step by step, and you’ll leave with it simplified, mapped, and ready to run.
I’ve already mapped my processes before. How is this different?
Most process audits just document what’s happening. The Value Map shows you why it’s happening … and what it’s costing you. Instead of more SOPs and charts, you’ll leave knowing which steps are wasting time, where profit is leaking, and exactly how to fix it.
Do I need to have a team for this to work?
Not at all. Whether you’ve got a few junior staff or you’re doing it all yourself, this workshop will help you reduce bottlenecks and free up your time … without sacrificing quality.
Will I need special software or templates?
No software. No setup. You’ll get the Value Map framework inside the workshop, a simple method you can use again anytime you feel the friction building up.
What if I’m not the “ops person” in my business?
That’s fine. This isn’t operations theory; it’s business clarity. The framework is designed for founders, leads, and client-facing professionals who need things to run better without getting buried in SOPs.
What if I’ve tried automations and tools before and they didn’t help?
That’s exactly why this workshop exists. Automations can’t fix a broken process — they just make broken things happen faster. This method fixes the foundation first so any automation you add later actually saves time and increases profit.
More questions?
Drop us an email ([email protected]) or a message me on FB.
So, you in? Click the button below to join us for
The One-Hour Intake Fix
Fix your intake. Improve your margins. Make more profit.
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