Blue Tusk

Workflow Blueprint

Know what to fix first in your client workflow.

A standalone plan for consultants and fractional leaders who run several clients at once. See where your workflow breaks, what to fix first and how to move forward.

$297. The plan is yours to keep, whether or not you work with us after.

Get your BlueprintBook a 30-minute call

Who it's for

For people who run several clients and want a plan before they spend.

  • ✓You serve three or more clients at the same time.
  • ✓You use AI most days, but still re-explain each client.
  • ✓Notes, tasks and files live in too many places.
  • ✓You want a clear plan before you pay for a new system.
Probably not a fit if
  • You work with one client, or none yet.
  • You want the system set up for you now. That is Hive Highway.

What you get

One clear plan, written for your practice.

Your workflow, mapped.

Where client context, projects, tasks, meeting actions, files and AI work live today, and how they move.

The top three fixes.

The three problems costing you the most, with real examples and why each one comes first.

A plan that fits your tools.

Where each kind of information should live and what can stay just as it is.

Next steps, in order.

First actions, what each one depends on, who does it and how you know it is done.

Clear boundaries.

Active work versus old records, your data versus your clients' data, and the open questions to settle.

The blueprint is a plan. Setting up a workspace, moving data or building automation is not part of it.

How it works

Four steps from buying to your plan.

  1. 1

    Buy and tell us about your work.

    A short intake on your clients, your tools and where time goes.

  2. 2

    Workflow review.

    A 45-minute session where we look at a few real examples you choose to share.

  3. 3

    We build your blueprint.

    Delivered within 5 business days of the review.

  4. 4

    Walkthrough.

    A 60-minute call where we go through the plan together so you know what to do first.

Want help putting it in place? That conversation is optional. You never need a sales call to get your blueprint.

$297, one time.

If you later want Hive Highway set up for you, the full $297 goes toward Core or Premium when you buy within 14 days of receiving your completed blueprint.

Get your Blueprint

See Hive Highway

Questions

Common questions

What is the Workflow Blueprint?
A written plan for how your multi-client work should run. It maps your current workflow, names the top three fixes and gives you next steps in order.
Do I have to buy Hive Highway after?
No. The blueprint is useful on its own. You can follow it yourself, with someone else or with us.
How does the $297 credit work?
If you buy Hive Highway Core or Premium within 14 days of receiving your completed blueprint, the full $297 comes off the price.
Will you need access to my accounts?
No broad access. We work from a few real examples that you choose to share.
Does it only work with certain tools?
No. The plan starts from the tools you use today and says what can stay.
How long does it take?
One 45-minute review call. We deliver your plan within 5 business days, then walk you through it on a 60-minute call.
What isn't included?
Setting up a workspace, moving your data and building automation. Those are part of Hive Highway.

Start with a clear plan.

Know what to fix first, before you spend on a new system.

Get your Blueprint