Before the call15 minutes of prep, nothing more
I'll send you a short note within 24 hours of booking, asking you to have three things ready for our call. Each one takes five minutes or less to prepare.
- One real example of the piece of work you most want to improve. A recent proposal, a recent client doc, a recent decision. Not a summary of it. The actual thing. You'll share your screen so we can look at it together.
- A rough sense of your team structure. Who does what, who reports to whom, where the handoffs are. One paragraph of notes or a sketch. Neither of us needs a formal org chart.
- One sentence on what "this worked" would mean for your business in six months. Not "I want to use AI more." Something specific. "I want to stop being the bottleneck on proposals." "I want my research team to produce 2x the briefs without 2x the people." "I want to get out from under client communication enough to take a month off."
During the call90 minutes, broken down
Here's what actually happens. I run this the same way every time because the structure is what makes the 90 minutes productive.
Frame the session · Learn the business at a high level
We set the container for the call — what we're going to do, how we'll know we succeeded, what the possible outcomes are. Then I ask you to tell me about the business in broad strokes. Five minutes. No slides.
Business diagnosis · Known pain, known desire
What's painful right now. What matters most to you about the next six months. Where your own time is going. What's already been tried. Where you suspect the bottleneck is (you'll often be right). I'm taking notes the whole time.
Real workflow walkthrough · The specific piece of work
You share your screen. We look at the actual example you brought. I ask you to talk me through it the way you'd talk a new hire through it. This is where the leverage hides, and this is where we find it. This is the most important 30 minutes of the session.
Synthesize the leverage · Agree on it
I reflect back what I'm seeing. One or two candidate leverage points, the change that would make at each one, and my best read on which is the one to act on first. You tell me what's right, what's wrong, what I'm missing. We agree on the one.
Decide the right form · Next step
I tell you which of three intervention forms fits this leverage — Workflow Upgrade, Hybrid, or System Build. Rough scope and rough price range. You decide whether to take a proposal for Applied Leverage, take the leverage away and do it yourself, or just sit with it. No pressure either way.
After the callA written summary within 24 hours
Within 24 hours of the call, you'll receive a written summary that contains:
- The leverage point we identified, stated specifically.
- The change that would make a real difference, described concretely.
- The right intervention form (Workflow Upgrade, Hybrid, or System Build).
- A rough price range for Applied Leverage if you want to proceed.
- A short list of things you could do yourself to get started immediately, whether we continue together or not.
This document is yours. You can keep it, act on it yourself, share it with a team member, hand it to another vendor, or use it as the basis for a proposal from me. There's no proprietary framework or hidden method. The whole point is to leave you with something you can use.
The three pathsWhat Applied Leverage looks like
If you choose to continue, Applied Leverage takes one of three forms. Which one depends on what the leverage is, not on which one is more expensive.
Workflow Upgrade
When the leverage is a better way of working — not a new system. I redesign the workflow with you, define where AI enters and where it shouldn't, document the pattern, and teach your team to run it. No build.
Hybrid
When both are needed — a new way of working and a concrete first setup. Workflow redesign, teaching, and the first working system built together. The most common form.
System Build
When the leverage lives in a real system, asset, or process that needs to exist. I design it, build it, refine it on live use, and hand off what's needed. Deeper execution.
These are all ways of realizing the same leverage we agreed on in Discovery. The lowest-priced option must still solve the problem — I won't quote a lighter version that underdelivers just to get a yes.
Edge caseWhat happens if we don't find the leverage
You pay nothing. Your choice how we resolve it.
In roughly 1 in 12 sessions, the 90 minutes are not enough to land on a specific leverage point. When that happens, the problem is almost always on my side — either the business is earlier-stage than I thought, or there's a deeper diagnostic pass needed first.
Here's what you get to choose from:
Option A. Full refund. We shake hands and part ways. No hard feelings either direction.
Option B. A second session at no additional cost. I come back with a sharper read on what we missed and we go again.
That's the guarantee. It's in writing in the booking confirmation.
Ready when you are
If you've read this and it makes sense, the next step is to book. $1,500, fixed, with the guarantee above. If you have one more question before booking, email me directly at jonathan@leverageletter.example.
With respect,
Jonathan
Jonathan — Partner, The Leverage Practice