What should you share?
What happens now, what gets stuck and what you'd like to work better. A general description is enough. Leave out client records, passwords and private documents.
Inquiries are open now. Paid work and onsite demos aren't open for booking yet. Prices on this site are proposed until they're confirmed in writing.
Free fit call · before choosing tools or paid work
Tell Jason about one task that keeps taking time. He'll review it and discuss whether and when a free 15–20 minute conversation would help.
What happens now, what gets stuck and what you'd like to work better. A general description is enough. Leave out client records, passwords and private documents.
A fit call is separate from a workflow assessment, custom preparation, implementation and training. Any paid scope, price and timing need a separate agreement.