Where did your workday go?
Lost in the workarounds, redundant tools, and processes no one has reviewed in years. The Small Business Efficiency Checkup finds exactly where your time is going - and gives you a clear, prioritized plan to get it back.
A brief conversation to see if this is a good fit. No obligation.
I work with 4-5 clients per month to keep quality high - availability is limited.
Guaranteed: at least 3 actionable improvements, or full refund.
Not sure if you need it? Take the free self-assessment quiz →
Most small businesses are working harder than they need to
Over time, most small businesses accumulate software, workarounds, and manual processes that slowly make operations more complicated than they need to be. This is your operational debt - and it becomes a burden if it's not addressed.
Tasks take longer. Information is scattered. Simple changes feel harder than they should. Valuable time is lost to administrative work instead of client and revenue-focused activity.
Research puts a concrete number on this: the average employee loses nearly seven hours every week navigating fragmented tools and duplicated workflows - time spent managing systems rather than doing work. For a typical small business, that overhead represents roughly 7% of annual revenue in lost productivity: one of the most expensive costs that never appears as a line item.
Figures based on McKinsey Global Institute research on knowledge worker productivity and operational overhead.
The tools themselves are rarely the core problem. The drag comes from how they were deployed: added one at a time as specific problems came up, layered on top of existing habits rather than built into deliberately designed workflows.
A practical review of how your business actually operates
This is not generic IT support or a technical audit.
It is a business-focused efficiency review designed to identify friction, unnecessary complexity, and opportunities to simplify how your business runs.
Every tier starts with the same thorough review. What differs is how much of the work I do for you afterward.
One thing that distinguishes this review: before recommending any change, I take time to understand why your business operates the way it does today. Some complexity is load-bearing - there are real reasons behind it. Other processes have simply accumulated friction over time. The review identifies which is which, because that distinction determines what is worth changing.
Simple from start to finish
We briefly discuss your business, current setup, and what feels most cumbersome. No preparation needed on your end.
Over one to two weeks I go through how your business actually operates - tools, processes, communication, files, and anything else affecting your day-to-day efficiency. This happens mostly in the background with minimal time required from you.
A written improvement report with prioritized recommendations, followed by a 30-minute call to walk through the findings and answer questions.
Clear direction and a practical improvement plan
At the conclusion of the checkup, every client receives:
- Identified inefficiencies and friction points
- Automation and simplification opportunities
- Software and system recommendations (if needed)
- Cost-reduction opportunities
- Prioritized action plan
- Straightforward, plain-English written report
- 30-minute follow-up call to walk through the findings
See what the written report looks like →
How long does it take?
One to two weeks from start to finish - including intake, analysis, and the follow-up call. It does not require a large time commitment on your part.
Do I need to be technical?
No. Plain-English explanation is a core part of every deliverable. You need to understand what it does for your business, not how the technology works.
No obligation. A brief conversation to confirm it's a good fit.
Corey Klass
I spent 30 years in corporate IT and operations, working with large organizations on the kinds of systems, tools, and workflows that most small businesses have never had access to.
I started the Small Business Efficiency Checkup because most small business owners are running on tools that were set up years ago, have never been reviewed, and are quietly costing them time every single day. Most of it is fixable - it just takes someone who knows what to look for.
I work with solo professionals and small teams in the SF East Bay who want their operations to actually work for them instead of against them.
Designed for local solo professionals and small teams
Best suited for businesses that:
- Generate under $1M in revenue
- Rely on technology daily
- Do not have internal technical leadership
- Feel their systems could run far more efficiently
- Want experienced guidance before making changes
Common clients include:
- Consultants and advisors
- Financial professionals
- Real estate professionals
- Agencies and creatives
- Independent service providers
Start with Guided. Scale up or down from there.
Every tier includes the same complete review. The difference is how much of the implementation I handle for you.
- Full efficiency review and written improvement plan
- 30-minute follow-up call
- Complex/technical implementation (software configuration, automation, system integrations, tool migrations)
- One additional follow-up check-in after implementation
Best for: Business owners who want to stay involved but don't want to wrestle with the technical side.
I handle the technology; you handle the process.
If the checkup doesn't surface at least 3 clear, actionable improvements to how your business operates, I'll refund you in full. No questions asked.
- Full efficiency review and written improvement plan
- 30-minute follow-up call to walk through the plan
$750 applies toward Guided within 90 days if you decide you want implementation help.
- Everything in Guided, plus:
- Full implementation of all recommendations
- Complete documentation of changes
- 60-day follow-up check-in
Final price based on scope. Written estimate provided before implementation begins - no surprises.
What clients are saying
Working with Corey Klass at Klass Concepts has been an incredible experience. Corey is a true workflow expert, and the improvements he has made to our processes alone have saved me a significant amount of time and money.
What really sets Corey apart is his ability to explain technical concepts in a way that is easy to understand. I don't come from a technical background, but Corey always takes the time to make sure I fully understand the options, the strategy, and the impact on my business. Because of that, I feel confident participating in decisions about technology and efficiency improvements instead of feeling overwhelmed by them.
In addition to streamlining workflows, Corey is also helping improve my website, and his attention to detail, communication, and problem-solving skills have been outstanding throughout the process.
If you are looking for someone who not only understands technology and workflow optimization but can also guide you through it in a practical and understandable way, I highly recommend Corey Klass and Klass Concepts. I would give him 10 Stars, but they only let me give him five.
Not ready yet?
If now isn't the right time, join the list. I occasionally send practical notes on running a small business more efficiently - no fluff, no hard sell.
Schedule your Small Business Efficiency Checkup
If your business feels more complicated to run than it should, this is the best place to start.
Not sure which tier is right? We'll figure it out together during the free consultation. Once we know what your business needs, the right level of support becomes obvious.
I take 4-5 clients per month. When spots fill, the next opening is typically 3-4 weeks out.
Book a Free 20-Minute ConsultationWe'll briefly discuss your business, current systems, and whether this is a good fit before moving forward.