Foundation Session — 1:1 Strategy Consultation

A single, focused session to diagnose your biggest operational bottleneck and leave with a clear, prioritized action plan.

What's Included

• 90-minute 1:1 strategy session (video call)
• Pre-session intake questionnaire so time is used efficiently
• Live diagnostic of your biggest operational bottleneck
• Written summary + 3 prioritized action steps within 48 hours
• One follow-up email exchange (7-day window) for clarifying questions

What We'll Go Over

• Your current operations, systems, and where things are breaking down
• Where you're spending too much time on manual/repetitive work
• Immediate opportunities to apply AI tools to save time
• A prioritized action plan you can implement solo

Timeline

Session scheduled within 5 business days of booking. Written summary delivered within 48 hours after the call. Total engagement: approximately 1–2 weeks start to finish.

How It Works — Two Sides

What you'll do:

1. Complete the intake questionnaire (15 min), sent immediately after booking
2. Attend the 90-minute live session with specific challenges in mind
3. Review your written summary and action plan
4. Implement independently, using the 7-day follow-up window for questions

What Cody will do:

1. Review your intake and prepare a tailored session outline
2. Lead the live diagnostic session and take structured notes
3. Draft your written summary and 3 prioritized actions within 48 hours
4. Respond to one round of follow-up questions via email