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⚙️ Automation Discovery Call
$75 (45 minutes)
A calm, judgment-free space to explore your automation ideas and see what’s actually possible.
This session is perfect for mentees, beginners, and business owners who aren’t sure where to start and just need someone to listen, guide, and clarify what’s doable.
No tech.
No pressure.
Just honest answers and a simple direction.
🌿 WHAT’S INCLUDED
✔ Space to Share Your Idea
Tell me what you want to automate — even if it’s messy, unclear, or “I don’t know the right words.”
✔ Possibility Check
I’ll tell you what can be automated, what shouldn’t be, and what will actually create peace for you.
✔ Beginner-Friendly Explanations
I break everything down in normal English — no tech jargon, no overwhelm.
✔ Simple Path Forward
If your idea is possible, I’ll give you:
the easiest way to do it
the platform you’d use
and what the steps look like
✔ Honest Limitations
If your idea can’t be automated or doesn’t make sense, I’ll explain why — calmly and clearly.
✔ Next Steps (If You Want Them)
If you want me to build it, I’ll outline what that would look like, with no pressure.
This call is about clarity, not closing a sale.
🌿 WHAT TO EXPECT
✔ A comfortable, open conversation
You don’t need to prepare anything fancy — just your idea or your frustration.
✔ You talk, I guide
This call is about exploring possibilities, not doing technical work.
✔ Zero pressure
You don’t have to move forward with a project afterward.
✔ Screen share optional
Use it only if you want to show me what you currently have.
✔ You will leave understanding your options
Even if the answer is, “Yes, but in a simpler way.”
✔ We will discover if what you ask is possible based on what is technologically available with D365.
If not, the $75 discovery fee is 100% refunded!
🌿 WHAT I EXPECT FROM YOU
✔ Come with a general idea or problem
What are you trying to make easier?
What’s stressing you out?
What do you want to stop doing manually?
✔ Be open and honest
The more I know, the more accurately I can guide you.
✔ No need to bring logins
This is not a setup call — it’s exploration only.
✔ Be ready to take a few notes
A lot of ideas come up in these calls, and clarity happens fast.
$75 (45 minutes)
A calm, judgment-free space to explore your automation ideas and see what’s actually possible.
This session is perfect for mentees, beginners, and business owners who aren’t sure where to start and just need someone to listen, guide, and clarify what’s doable.
No tech.
No pressure.
Just honest answers and a simple direction.
🌿 WHAT’S INCLUDED
✔ Space to Share Your Idea
Tell me what you want to automate — even if it’s messy, unclear, or “I don’t know the right words.”
✔ Possibility Check
I’ll tell you what can be automated, what shouldn’t be, and what will actually create peace for you.
✔ Beginner-Friendly Explanations
I break everything down in normal English — no tech jargon, no overwhelm.
✔ Simple Path Forward
If your idea is possible, I’ll give you:
the easiest way to do it
the platform you’d use
and what the steps look like
✔ Honest Limitations
If your idea can’t be automated or doesn’t make sense, I’ll explain why — calmly and clearly.
✔ Next Steps (If You Want Them)
If you want me to build it, I’ll outline what that would look like, with no pressure.
This call is about clarity, not closing a sale.
🌿 WHAT TO EXPECT
✔ A comfortable, open conversation
You don’t need to prepare anything fancy — just your idea or your frustration.
✔ You talk, I guide
This call is about exploring possibilities, not doing technical work.
✔ Zero pressure
You don’t have to move forward with a project afterward.
✔ Screen share optional
Use it only if you want to show me what you currently have.
✔ You will leave understanding your options
Even if the answer is, “Yes, but in a simpler way.”
✔ We will discover if what you ask is possible based on what is technologically available with D365.
If not, the $75 discovery fee is 100% refunded!
🌿 WHAT I EXPECT FROM YOU
✔ Come with a general idea or problem
What are you trying to make easier?
What’s stressing you out?
What do you want to stop doing manually?
✔ Be open and honest
The more I know, the more accurately I can guide you.
✔ No need to bring logins
This is not a setup call — it’s exploration only.
✔ Be ready to take a few notes
A lot of ideas come up in these calls, and clarity happens fast.