Build Session

Build your first 13 weeks with Rami, in 90 minutes

I made the CFO Brain workbook. In a Build Session you type your own numbers into it on a screen share and I guide you. You leave knowing which week your cash gets tight, the lowest balance you want to allow, and what one decision does to it.

Start with a free 15-minute call

The call only checks whether this fits. You see the free tools, never a copy of the file, and nothing is sold on it. If it does not fit, I will say so.

By email

Write to me

There is no phone line. Everything starts in writing.

I read every message myself and reply within 2 working days, Berlin time. Tell me what is tight right now, and how you found me.

  1. You askWrite me an email. One minute.
  2. Free 15-minute callA check that it fits. You see the free tools.
  3. If it fitsYou get times and a payment link by email.
  4. 90 minutesOn your own copy, by screen share.
  5. Two working daysYour one-page Cliff Brief.

The pilot

What happens in the 90 minutes

Your bank balance, the money owed to you and your bills go into your own copy of the workbook, with me beside you. Two working days later you get a one-page Cliff Brief.

Build Session, pilot

Pilot price: I tell you on the free call

The pilot has 3 places in total. I take one or two a month because one person runs it and I am still measuring how long a session takes.

  • The CFO Brain workbook, yours to keep
  • A free 15-minute call first, to see if it fits
  • 90 minutes live on your own copy, by screen share
  • Your cliff week and cash floor, one decision tested
  • A one-page Cliff Brief within two working days
  • One correction round within 14 days
  • A 30-minute check-in about four weeks later

Why a pilot price: in return I ask for your permission to write a short case study that you read and approve before anything is published; it will say you paid a pilot price. I have not set a public price yet.

No payment is taken on this page. If the call shows it fits, you get times and a payment link by email.

Example business What the Cliff Brief shows
Weeks of cash
33.3
Cliff week
Week 6
Floor
50,000
Low point
36,550

Numbers from the example business that ships inside the workbook, not a customer. See the full sample Brief (PDF, one page)

How the 90 minutes run

  1. Minutes 0 to 40. Your bank balance, the money owed to you and your bills for weeks 1 to 4. What if your slowest customer pays three weeks late?
  2. Minutes 40 to 70. Weeks 5 to 13, your floor and your cliff week.
  3. Minutes 70 to 90. One decision tested, and your next four Fridays written down.
  4. Within two working days. Your one-page Cliff Brief.

For you if

  • you run a small business and send invoices that get paid weeks later,
  • you want to see the next 13 weeks of cash before a decision,
  • you would rather build it once with a person than alone.

Not for you if

  • your accountant already gives you a weekly cash forecast you trust,
  • you want someone to make the decision for you,
  • you need tax, accounting or investment advice. This session is a guide for your cash routine, and I am not a CFO or an accountant.

Questions

Do you see my bank account?

No. You read your balance off your own phone and type it into your own file. I never ask for a login or a statement. I do not record the call and I do not take a copy of your file. What I do keep is the written answers you send me before the session and the one-page Brief; I keep no other copy of your numbers. See the privacy policy.

Who runs the session?

The person who made the CFO Brain workbook. I am not a CFO or an accountant, and I will say so when a question needs one. The written Brief is in English.

Which app do I need?

A laptop or desktop with Apple Numbers, where the workbook has been tested. Other spreadsheet apps have not been checked yet, so I cannot promise it works in them. Ask on the free call.

What if my numbers are messy?

That is normal. You type your best guess and mark it as a guess. Your Friday check corrects it from week 1. The Brief is only as right as the numbers you type, and it says so.

Why only a few places?

One person runs every session, and I am still measuring how long a session really takes, including the Brief and the check-in.

What will the price be after the pilot?

I have not set a public price yet. I tell you the pilot price on the free call.

What if I need to cancel?

Tell me at least 24 hours before and I move the session to another time, or you get your money back. The workbook on its own keeps its 14-day refund promise.

Do I have to buy the workbook first?

No. The workbook is included in the session.

Why no phone number?

Everything starts in writing, so I can read what is going on before the call.

Who reads what I send you?

I do. Your answers are used only to reply to you.

Do I need to be ready with numbers for the free call?

No. The call is 15 minutes about whether this fits. You bring your numbers to the Build Session, and I send nine short questions first.

Can I just buy the workbook?

Yes. The workbook is sold on its own: see the workbook page.

Not sure it fits? Ask.

A free 15-minute call is enough to find out, and you never need to buy anything.

Ask for a free 15-minute call