Discovery call
Book a discovery call.
One hour on how work moves through your business, from the first call to the invoice, and where it waits on one person. You leave with written notes: where time goes, who owns it, where to start and how success is measured.
You talk with Jason Murphy, who founded Lehvel and leads every engagement.
01 — Book
Pick a time.
Choose an hour and tell us where the week gets stuck. Your calendar invitation arrives by email.
18% of a work week returned at a building-products company, reported by the company.
02 — What the hour covers
What the hour is for.
- Your systemsWhat you run today, from QuickBooks to the quoting spreadsheet, and whether any of it talks to the rest.
- Your dataWhere your prices and specs live: in those systems, in inboxes, on paper or in one person's head.
- Your online presenceWhat your website and Google profile say about you, and whether it's still true.
- Where AI helpsWhich work AI can take off your team first, once we know the other three.
03 — The call
How the call runs.
The call is recorded and AI takes the notes. You keep them as a structured document to share with your team.
- 01Find where time goesWhere your workflow loses time today.
- 02Name an ownerWho on your team can carry this.
- 03Set a budgetWhat a budget looks like and what scale to start at.
- 04Choose where to startWhich systems to touch first: operations, sales, customer follow-up or marketing.
- 05Decide how it connectsHow closely the new work ties into what you run.
- 06Define successHow it would be measured, and how it lasts.
- 07Outline implementationWho does what, in what order.
04 — Terms
Terms.
- The call is recorded. Booking means you agree to the recording. We use it to produce your notes.
- Need to reschedule? Reply to your invitation or email gary@help.lehvel.com at least 24 hours ahead.
- We ask for a short meeting topic so the hour is used well.
- The call is analysis and a plan. Implementation is scoped separately.
05 — Contact
Talk to Lehvel.
Tell us where product information, quoting or workflows break down. You get a written scope before any work starts.