Exit Waterfall Workshop, October 15 Save a seat

Working session

An hour on your model, workflow, or AI setup, or a review of one you built with AI. You leave with it working.

“I couldn't have better things to say about getting additional guidance from Taylor to ensure I maximize the utility of the standard model when embarking on modeling some new (to me) complexities. Absolutely worth the price of admission and would do it again when I have other challenges to tackle when building a tailored strategic model for clients.”
Paul Jameson
Paul Jameson· Strategic Finance Executive

60 min call or screenshare

1 hour of personal support on a screenshare
Setup, customization, or a review of an AI-built model or workflow
Recording and notes afterward

License and Terms apply on all purchases, services, and courses.

Get help buying. Call, text, WhatsApp 1-646-770-0052.

What it is

One hour. You, me, a screenshare, your model. You drive, I help.

What people book it for

  • Setup. Get the model configured for your business in a sitting, not a week.
  • Stuck on something. A number doesn't look right, or a sheet doesn't make sense.
  • Customization. A new revenue stream, different time periods, something the prebuilt doesn't cover.
  • Investor prep. What to show, what actually matters, how to present it.
  • AI workflow. How to use Claude or ChatGPT with the model effectively.
  • Review an AI-built model or workflow. You built or changed it with AI. It looks right. I check the formulas, the hard-coded values, the sheet integration, and the business logic, and tell you whether it is.

How it works

  1. Book a time above. Pick a slot and pay when you book.
  2. Send anything you want me to look at beforehand.
  3. We meet for an hour. You drive, I help.
  4. Recording and notes sent after.

When it's the right fit

  • You're using one of the models and need a focused session
  • You'd rather get unstuck in an hour than read for a week
  • It's a specific question or a review, not a build. A model that needs building is a custom project

Common questions

Need more than an hour? Book a second session. If it's turning into a build, I'll say so and quote it as a custom model instead.

Do you teach in the session? Yes, I explain as we go so you can do it yourself next time.

Don't have a model yet? Every model here is open source and pay what you want, so download one first. The session works best on your actual model with your actual numbers.

Ratings

Reviews

“I couldn't have better things to say about getting additional guidance from Taylor to ensure I maximize the utility of the standard model when embarking on modeling some new (to me) complexities. Absolutely worth the price of admission and would do it again when I have other challenges to tackle when building a tailored strategic model for clients.”
Paul Jameson
Paul Jameson
Strategic Finance Executive
“Taylor was very helpful in helping me understand the nuances of a waterfall model. He is a powerful educator who cares about his clients.”
Alex Koutromanos
Alex Koutromanos
Analyst
“The starter model made it super easy for me to create a 5 year plan for our new business. Worth the investment. Taylor has also been super helpful and jumped on a call to explain how things worked.”
Ty Zamkow
Ty Zamkow
Co-Founder & CEO, Nolana