No calls. No decks to sit through. A structured intake, a written audit against seven architecture dimensions, and a prioritized roadmap in your inbox — within 10 business days.
The usual way to get a senior second opinion on your WFM setup means scheduling calls, sitting through discovery sessions, and staying engaged with someone for weeks or months. That model trades a consultant's time for your money — and yours, sitting in meetings that could have been a document.
This works the other way. You fill out one structured intake — company size, tooling, self-rated maturity, your actual pain points, and any documents you want reviewed. That intake gets assessed against the same architecture patterns used across dozens of WFM operations.
A written deliverable, plus the specific references from The WFM Architect Archive that apply to your gaps — not a generic report. No calls. No video. No scheduling back-and-forth. You read it on your own time, the way you'd read any document that actually matters.
If what you actually want is an ongoing resource rather than a single review, that's a different shape of product than this one — this page only covers the async, one-shot review.
Rate your operation across the same seven dimensions the paid audit goes deep on. Takes about ninety seconds. This is a taste of the lens, not the audit itself — a real client-side score, no theatrics.
Your top three priorities and the capacity-dollar framing behind them — the page you'd forward to your VP.
Current state, the gap, and the recommendation — for each of the seven dimensions, written against your actual intake.
The exact frameworks, KPI standards, and hypotheses from The WFM Architect Archive that apply to your gaps — not a link dump.
What to fix first, second, third — with the reasoning behind the order, not just a checklist.
Delivered as a branded PDF, 8–12 pages, by email — within 10 business days of your intake being complete.
After the first 25 founding buyers: Standard $497 · Plus $997. Full refund within 14 days if the audit isn't useful to you — see the guarantee in the FAQ below.
Every boundary below is a deliberate design choice, not a limitation apologized for. Scope stays locked so the deliverable stays sharp and the ten-day clock stays real.
Company size, current tooling, your self-rated maturity, top pain points, and any documents you want reviewed — anonymized as needed.
The 10-business-day delivery window begins the moment your intake is complete — not the moment you pay.
Your architecture assessed dimension by dimension against established WFM patterns and The WFM Architect Archive.
A branded PDF audit lands in your inbox. Standard closes here. Plus opens a 14-day written Q&A window.
Because a call trades your time for the same information a document delivers better. Calls also break the model: the moment a live exchange becomes acceptable, scope creep follows — "just one quick call" turns into a standing relationship. The written format forces the review to be complete, specific, and reusable in a way a conversation isn't. If you'd genuinely rather talk it through live, this isn't the right product for that — and that's fine.
On the Standard tier, the audit is the full deliverable — read it, act on it. On the Plus tier, you get up to 5 written follow-up questions within 14 days of delivery, each answered in writing within 5 business days. That's the maximum interaction the async model allows, on purpose — still no calls, still async.
Full refund within 14 days of delivery, no questions asked. If the audit isn't useful to you, you shouldn't have to keep it.
Company size (agent count), industry, channels supported, current WFM tooling, a self-rating across the seven dimensions, your top three pain points, and any documents you want reviewed — dashboards, forecasts, schedules, anonymized however you need. The more specific your intake, the more specific the audit.
The audit assesses your architecture and methodology, not vendor-specific screen-by-screen configuration. The recommendations apply regardless of which platform you run — implementation inside your specific tool is outside scope, by design (see Boundaries above).
The lead magnet gives you the general framework. This applies that same lens to your actual numbers, your actual pain points, and your actual documents — with a written, prioritized, dimension-by-dimension assessment specific to your operation, not a generic template.