How families enter, what happens next, where candidates enter the process, and where timing or handoffs get muddy.
Free Placement Ops Triage
Name the placement bottleneck before you build around it.
A low-effort first read for nanny agency owners who know something feels clunky, but are not sure whether the issue is workflow, candidate presentation, references, scripts, automation, or tools.
Free first read
Low effort
Problem bucket
What type of bottleneck it sounds like.
First fix
The practical direction I would look at first.
Fit check
Whether a paid Snapshot is worth doing.
No full teardown
The free step stays intentionally light.
Scope
Triage is for agency owners who need a clean first read, not a giant free review.
You may have strong instincts, good candidates, and a process that technically works. Triage looks for the likely category of drag underneath: unclear handoffs, weak candidate evidence, inconsistent references, staff questions, over-custom communication, disconnected tools, or founder judgment with no reusable structure around it.
How candidates are explained, what evidence is included, what gets lost, and what families need to decide well.
Whether references produce useful matching evidence, risk notes, rehire context, and follow-up questions.
What belongs in your CRM, forms, docs, spreadsheets, dashboards, AI tools, or a human review checklist.
Which reminders, drafts, status updates, routing, and admin tasks can be automated without making the agency colder.
Where staff or founder review should stay in the process because trust, sensitivity, or placement quality is at stake.
Free triage response
A short direction, not a full deliverable.
The free response should tell you what the problem sounds like and where I would start. If the issue needs a deeper look at materials, the paid Snapshot is the next step.
Workflow, candidate presentation, reference/script, automation, tool-stack, or human-review bottleneck.
The part I would clean up first before adding tools, automations, or a bigger build.
Whether the issue looks like a good fit for a paid Snapshot or Systems Sprint.
No full workflow teardown, packet review, script rewrite, or custom map inside the free step.
Paid diagnostic
Placement Ops Snapshot
The Snapshot is the paid medium-effort step. It reviews real materials and turns a messy operations problem into a short, usable readout: what is dragging, why it matters, and what should be fixed first.
$375 early client price
Review of selected workflow notes, emails, forms, packets, scripts, or screenshots
3-5 bottlenecks written in plain English
What should be process, software, automation, or human review
Recommended first Systems Sprint scope
Scope and next step confirmed by email after triage
Snapshot readout
$375
Stage
Drag
First fix
Shortlist
Good candidates, uneven context
Packet standard
References
Useful calls, weak reusable notes
Question frame
Follow-up
Too much founder-written language
Update rhythmSample lens
What I mean by placement friction.
Friction is the repeat drag inside the placement process: the parts that slow decisions, create extra explanation, weaken trust, or keep pulling the owner back into work the team should be able to carry.
The process may need clearer consult language, post-call follow-up, timing expectations, or a visible placement status rhythm.
The agency may need a standard candidate evidence structure, reference note format, and shortlist summary template.
The agency may need decision rules, scripts, edge-case escalation points, and a clearer human-review standard.
Start free triage
Send just enough context to name the likely bottleneck.
Keep this light. You do not need to gather documents or prepare a polished brief unless we move into a paid Snapshot.