MomandPop.AI home Start with the $750 Review

Handoff Check · about 2 minutes

Find the handoff worth fixing first.

Twenty quick yes-or-no questions about the work your team chases, copies, re-enters or rebuilds. See your score now and get a written map by email.

or press Enter ↵

20 questionsNo callNo sales sequence

1Client onboardingNew client data is entered more than once.
2Client onboardingEngagement letters need manual follow-up.
3Client onboardingPortal setup or invites are rebuilt by hand.
4Client onboardingWelcome messages depend on someone remembering.
5Document collectionRequest emails are recreated repeatedly.
6Document collectionReminder timing lives in someone’s head.
7Document collectionDocuments must be renamed or reorganized manually.
8Document collectionMissing items are tracked in a separate list.
9Client communicationRoutine status emails are written from scratch.
10Client communicationScheduling creates avoidable back-and-forth.
11Client communicationDeadline reminders are sent one client at a time.
12Client communicationReview-ready notifications are easy to miss.
13Workflow and pipelineAccepted proposals do not create the next job cleanly.
14Workflow and pipelineTasks are assigned through chat or memory.
15Workflow and pipelineStatus must be copied between tools.
16Workflow and pipelineWeekly reporting requires manual assembly.
17Billing and paymentsInvoices are created from information held elsewhere.
18Billing and paymentsPayment reminders are handled individually.
19Billing and paymentsReconciliation needs repeated matching.
20Billing and paymentsRecurring billing still creates manual checks.
21Almost doneWhich one hurts the most?

22Your numbers, not oursRoughly how much time does your team lose to these?

0of 20 handoffs
Hours a year0
Rough yearly cost$0
Fix firstNone picked
  • Client onboarding0/4
  • Document collection0/4
  • Client communication0/4
  • Workflow and pipeline0/4
  • Billing and payments0/4

Get the written map by email.

One email with your map. Replies go straight to Antonio.

Sent

Your map is on its way.

Reply to it with the handoff you picked and Antonio will answer personally. Ready to fix it?

Start with the Review

90 minutes on the task you picked. Your top 3 fixes ranked by hours saved, and one small win built on the call. $750.

Start with the $750 Review

Monthly Plan

Two calls a month, one improvement built each month, replies within one business day. $1,750/mo. I take a limited number of monthly clients.

See the Monthly Plan

How it works

Do not automate the whole list.

Pick one frequent handoff with a clear owner and a safe point for human review. That is enough to start. The map tells you which one.

01

Mark what repeats

Twenty questions in five areas, from client onboarding to billing and payments.

02

Pick the one that hurts

Your pick goes to the top of the map. The hours and cost use only your numbers.

03

Fix it

Start with the Review: one workflow mapped, the top 3 fixes ranked, and a small win built on the call.

How is the score worked out?

The score is how many of the twenty handoffs you marked. The hours and cost come only from the numbers you enter: hours a week times 48 working weeks times your hourly cost. It is your estimate, not a promised saving.

What do I get by email?

A written map: how many handoffs you marked, your rough yearly load, the one you said hurts most plus two more to look at, and a suggested first step. Replies go straight to Antonio.

Will I get a sales sequence?

No. You get the map. If you reply, Antonio reads it himself.

Start with the $750 Review