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Request a diagnostic

The diagnostic is a paid two-hour workshop on your processes, followed by a written plan for a first cycle. Its cost is credited toward the setup if you go ahead. This form also works for a question or an integration to discuss.

Your request

Three steps to prepare the diagnostic

Check what applies and describe the situation in your own words, without a formal brief; we’ll ask our questions afterwards.

After you send it

  1. Someone on the Belowdecks team reads your request

    They go through the processes you checked, your tools and your volumes to prepare a reply.

  2. We reply by email

    To set a time for the workshop, or to ask a question or two first.

  3. You prepare the workshop

    Plan two hours with the person who best knows the process you want to hand over.

Step 1 of 3

  1. Step 1 of 3: The processes to review
  2. Step 2 of 3: Your tools and volumes
  3. Step 3 of 3: Your details

Step 1 of 3: The processes to review

Processes to review *

One or more. Choose “Other” for a process that is not on the list.

Step 2 of 3: Your tools and volumes

For example your CRM, accounting software, email or spreadsheets.

A rough idea of the requests, emails or documents that go through these processes.

Step 3 of 3: Your details

What starts the work, who does it today and what a person must confirm.

What you send us is used only to answer your request and prepare the diagnostic. This website’s privacy policy explains what we keep and what your rights are.

Sending this request requires JavaScript. You can also write to us at [email protected].

From diagnostic to setup

Sending a request doesn’t commit you to anything.

  1. 1

    The diagnostic workshop

    Two hours together on your real work: where requests come in, what keeps repeating, and what should stay in the hands of someone on your team.

  2. 2

    A written plan

    You receive a plan for a first cycle: its triggers, what the agents would do at each step, the cards your operator will confirm and what needs connecting.

  3. 3

    You decide what comes next

    The diagnostic is paid. If you go ahead, its cost is credited toward the setup: your dedicated instance, the first cycle, a rehearsal for each agent and a settling-in month.

Write to the Belowdecks team directly

You can also email us at hello@belowdecks.io, with the same details as the form if you have them at hand.

Read our privacy policy