The Intake · Rick Tew's Digital Dojo

Let's build your Dojo. First, tell me everything.

This asks more of your time up front, 20 to 40 minutes, and it is exactly what gets your build going faster. The more you give me here, the less we go back and forth, and the sooner the first ninja is working for you. Skip anything you cannot answer. Your receipt will list what you skipped, so you can send it later.

Short on time, or not a typist? Skip the buttons and record it instead. There is a script to follow.

You arrived by an invite link. This sheet files under your name.

Honestly: I would rather sit in your office and watch the work happen. When that is not possible, this sheet plus a voice note and a short video is the next best thing. If we do meet, we still start from what you write here.

1

Tap the buttons

Nine short sections. Most answers are one tap. About ten minutes.

2

Type what the buttons missed

A normal day, what goes wrong, what done looks like. Write like you talk.

3

Record it

A voice note, a video of the desk, a screen recording of the work. The best part.

4

Press send

A receipt lands in your inbox in a minute. Rick reads the whole thing himself.

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Show me, in your own voice

Record it. The five W's and the H.

Typing is slow and buttons are blunt. Talk to me instead. If you did nothing else on this page but record the script below and press send, I would have what I need to start. Ramble. I will do the tidying.

Say this, in this order

Press record, read each line, finish the sentence in your own words. Two minutes is plenty. On video, point the camera at the thing you are describing while you say it.

  1. "My name is ..., my business is ..., and we are in ..." Who you are and where.
  2. "The job that eats my time is ..." What. The inbox, the bookings, the invoices, the renewals. Name it.
  3. "Right now it is done by ..." Who. You, a staff member, an accountant, nobody.
  4. "It happens every ... and I want it fixed by ..." When. Daily, every Monday, month end. And your deadline.
  5. "It lives in ..." Where. Which app, which inbox, which spreadsheet, which drawer or wall.
  6. "It matters because ..." Why. What it costs you when it goes wrong, and what you would do with the hours back.
  7. "The steps today are: first ..., then ..., then ..." How. Walk through it once, slowly, the way you would train a new employee. On a computer, do it on screen while you talk.
  8. "An easy case looks like ... A weird one was ... The last time it went wrong was ..." Three real cases. The weird one and the mistake are where the real job hides, and where I would sit and watch if I were in your office.
  9. "If you fixed one thing first, make it ..." Your pick. Then anything else on your mind.

That is what I would do if I could sit beside you for a day: watch ten or twenty real cases before building anything. The recordings are the next best thing.

Voice note

Press record and talk. Two minutes or twenty, both fine. You can record several. If recording here does not work on your phone, use your voice memo app and upload the file below.

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Video

Point the camera at the work: your desk, the till, the diary, the wall of sticky notes, the computer screen if you are on a phone. Explain as you film. Nobody is judging the lighting.

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About five minutes per clip, then add it and start the next. A video you already shot uploads below just as well, under 50 MB.

Screen recording

On a computer: record your screen while you do the job the normal way. Open the inbox, make a booking, send an invoice, whatever eats the hours. Talk while you click. Do it for three or four real cases, not one: the easy one, the weird one, the one that went wrong last week. This is the single most useful thing you can send me.

  • Pick the window or the whole screen when the browser asks.
  • Your microphone is recorded with it, so narrate.
  • Close anything private first. I only need the work.
  • Recordings stop by themselves at about five minutes, which keeps each file under the 50 MB limit. Add it, then record the next case.
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Files and anything else

Recordings you made elsewhere, screenshots, the spreadsheet you live in, a PDF of your price list, photos of the paper system, a few customer emails saved as files. Keep each file under 50 MB: a phone video of three or four minutes, or a voice note of any length. Longer? Split it, or paste a link to it in the Links box above.

What you have added

    Nothing yet. A single voice note already puts you ahead of most.

    One press. Then I get to work.

    Everything above goes to me as one sheet: the buttons, your words, the recordings. A receipt lands in your inbox in a minute listing what arrived and what you skipped. Rick reads every intake himself.

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    What happens to this: the sheet and the recordings are stored privately, in a folder only Rick's Dojo can open, and are used for one thing: planning and building your system. Rick reads them; his review agent drafts the follow-up questions, and a human presses every send. Ask for it deleted at any time by replying to your receipt. Nothing here is a contract: that comes later, in writing, after we have talked.

    Received.

    Your sheet and your recordings are in. Check your inbox in the next minute for the receipt: it lists what landed and the questions you skipped, so you can answer them by reply whenever you like.

    Rick reads it himself and writes back with the first plan. If a call is the faster way, he will say so.

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