FREE WRITTEN PLAN / NO CALL, NO LOGIN
Send us your site.
We’ll send back your written plan.
We look at what’s publicly visible and write up where work likely gets retyped or chased, what that’s costing you, and what we’d build first. It’s free, and you don’t need to get on a call.
Got an email from us offering a free written read? This is it, now called the free written plan.
Ask for your free written planThis opens an email to omar@kcopartners.com with the subject “Free written plan”. Add your name, your company website and what you’d like us to look at. If the button doesn’t open your email, send those three things to omar@kcopartners.com.
What we look at.
The plan depends on the kind of business. We only use what anyone can see on your public site.
- Products and orders
- For printers, manufacturers and distributors: your customer order path. We walk your site as a customer would. Asking for a quote, uploading artwork or specs, approvals, order status, reorders, and where a message actually ends up.
- Investment managers
- For asset managers: your public materials. Fund pages, factsheets, letters, team bios and documents. We look for dates, figures or team details that don’t match from page to page, broken links and out-of-date files. We don’t comment on performance.
- Advisory firms
- For RIAs: your new-client experience. Your website, client forms or portal links, and your Form ADV. How a new client is told to get started, and where the handoffs likely sit.
- Service firms
- For B2B service firms: your client request path. How a new client asks for work, what you ask them for up front, and where a request likely gets retyped before the work starts.
Not sure which fits? Tell us what you’d like looked at and we’ll pick the closest one.
What you get.
- One page, written by us in plain language.
- Where work likely gets retyped or chased, with a link or screenshot for each spot.
- What it’s likely costing you, using assumptions we state plainly.
- What we’d build first, and the one number that would show it’s working.
- Within 2 business days of your email.
- No strings. It’s yours to keep. If you’d like to talk it through afterwards, we can.
What we never do.
- Ask for logins or passwords, or log in anywhere.
- Use anything that isn’t public.
- Present a guess about how you work inside as a fact.
- Give legal, compliance or investment opinions.
- Make up numbers.
Please don’t send passwords, client information or anything private. Your company website is all we need.
Ready when you are.
Send your name, your company website and what you’d like us to look at. We’ll reply to confirm, then send your written plan.
Ask for your free written planRather talk first? Book a call.