Book a Free Call

Free 30-min ops
audit call.

This is a real diagnostic — not a sales call. We'll map your current operations, identify what's automatable, and you'll walk away with a clear picture of where to start. No pitch. No obligation.

Tell me about your operations

The more context you give me, the more useful the call will be. I'll reply within one business day to confirm your time.

🔒 Your information is never shared or sold.

Got it — I'll be in touch.

I'll review your situation and reply within one business day with a calendar link to book the audit call. Talk soon.

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Skip the form — book directly

Prefer to just grab a time? Pick a 30-minute slot on my calendar. Come prepared to talk through your current tools, team, and biggest bottlenecks.

Pick a Time on My Calendar →

No credit card · No commitment · 30 minutes

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Email
chase@brookshearbooks.com
Response within 1 business day.
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Location
Based in Indiana.
Serving clients across the United States — 100% remote.
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What the audit call covers
Current workflow map · Tool stack review · Automation scoring · Recommended starting point. You'll have a prioritized action list by the end of the call.
What happens after you reach out:
1
I review your situation and reply within 1 business day with a calendar link.
2
30-minute audit call. I map your ops, score your automation opportunities, tell you what to build first.
3
Within 48 hours you get a scoped proposal — specific deliverables, timeline, and flat price.
FAQ

Common questions.

What if I don't know what I need yet? +

That's exactly what the audit call is for. You don't need to have a defined project in mind — you just need to know you have operations chaos. I'll ask the right questions, figure out where the biggest leverage is, and tell you what's worth building first.

What tools do you work with? +

I work with the tools you already use — and I build what's missing. Common environments include Google Workspace, Microsoft 365, Notion, Airtable, HubSpot, Slack, QuickBooks, and custom integrations via API or Zapier/Make. The AI layer is built with Claude API, OpenAI, and custom agent frameworks. If you're using something specific, ask — I'll tell you honestly if it's in scope.

Do I need a technical team to maintain what you build? +

No. Every system is built to be maintained by a non-technical operator. You'll get complete documentation, training sessions (recorded), and a handoff designed for someone who isn't a developer. The Ops Partner retainer exists for clients who want ongoing iteration — but it's optional, not required.

How long does a Build & Deploy project take? +

Typically 4–8 weeks depending on scope. A focused single-system build (one workflow, one dashboard) is often 3–4 weeks. A multi-system build covering procurement, reporting, and SOPs is closer to 6–8 weeks. Milestone schedule is defined in the proposal before you commit.

Is the audit call really free, with no pitch? +

Yes. The call is a genuine diagnostic — not a structured sales script. You might conclude you don't need what I build, and I'll tell you that directly if so. If there's a fit, I'll outline what a project could look like and send a proposal within 48 hours. No pressure, no follow-up drip sequence.

What size business is this right for? +

The sweet spot is $2M–$20M revenue with 5–50 employees. Small enough that you don't have a full ops team, large enough that manual processes are genuinely costing you money and time. Below $1M, the ROI on a build project is usually harder to justify. Above $20M, your needs are usually better served by a dedicated hire plus tooling.