--- title: WFM by BlueRock Health Check & 2024 Migration Plan description: Plan for 2024 with a current state health-check and audit, followed by a high level migration plan. image: https://www.apparatusquo.com.au/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20image.jpg --- [Skip to content](https://www.apparatusquo.com.au/wfmbr-health-check#main-content) [![AQ logo - dark](https://www.apparatusquo.com.au/hubfs/AQ%20Logos/AQ%20Icon%20-%20transparent%20-%20PNG%203.png)](https://www.apparatusquo.com.au?hsLang=en-au) - [Asana](https://www.apparatusquo.com.au/asana) - [Asana Overview](https://www.apparatusquo.com.au/asana) - [Purchase Asana Licenses](https://www.apparatusquo.com.au/asana-licenses) - [Asana Health Check](https://www.apparatusquo.com.au/asana-health-check/) - [Weekly Working Groups](https://www.apparatusquo.com.au/asana-working-group) - [Asana Build-it-With-You](https://www.apparatusquo.com.au/asana-biwy) - [Asana Build-it-For-You](https://www.apparatusquo.com.au/asana-bify) - [AQ Client Success](https://www.apparatusquo.com.au/client-care) - [PageProof](https://www.apparatusquo.com.au/pageproof-overview) - [PageProof Overview](https://www.apparatusquo.com.au/pageproof-overview) - [Asana + PageProof](https://www.apparatusquo.com.au/hubfs/005.%20AQ%20Landing%20Page%20Images/PageProof%20and%20Asana.pdf) - [Client Stories](https://www.apparatusquo.com.au/blog/tag/case-study) - [About Us](https://www.apparatusquo.com.au/about) - [Meet Our Team](https://www.apparatusquo.com.au/about) - [Services](https://www.apparatusquo.com.au/our-services) - [Our Blog](https://www.apparatusquo.com.au/blog) - [Resources](https://www.apparatusquo.com.au/resources) - [AQ Careers](https://www.apparatusquo.com.au/en/join-our-team) - [Contact](https://www.apparatusquo.com.au/contact-us) [Contact Us](https://www.apparatusquo.com.au/contact-us?hsLang=en-au) # Existing WorkflowMax Users: 1-Week Health Check For the existing WorkflowMax (by Xero) business, who want a detailed plan based on their specific hit list - with our best thinking and experience thrown in 😎 [Send the workbook!](https://buy.stripe.com/dR66pZfec8O6g5WbII?locale=en&__embed_source=buy_btn_1OPFXgAxLV1VVPqZZQFk7GWe)   Video player - You Fill In & Prioritise (YouTube Thumbnail) (2) - Click to play video YOU + WFM + AQ = \<3 ##### Get experienced WorkflowMax, business systems, job processes, staff training and change management guidance on your unique and specific situation, from a partner who has worked with over 300 WorkflowMax clients We focus on your specific hitlist and situation - within WorkflowMax capability and beyond. We understand the power of planning and building confidence in a chosen path of attack.  We want to ensure your experience is not only smooth, but tailored to your unique needs. Introducing our exclusive Health Check & 2025 Migration Plan workbook, designed to empower you with a comprehensive roadmap for a successful WorkflowMax by BlueRock migration and how this fits into your broader tech and business strategy. ## How do we work together on this? ### Async, with optional Zoom call, 3+1 steps: To make the best use of your time over this end of year/start of year period, we have designed the health check & audit to be mostly 'async', which means we collaboratively work on your workbook together, with the option of a live Zoom call to go through your strategy and tech plans for 2025/26, inclusive of how you will approach the WorkflowMax by Bluerock migration. - You sign up below, get a copy of your own Workbook, and add your Hitlist & key background information - We then complete our Expert Review & Recommendations based on your hit list, background detail and optional review of your WFM account (if you provided access to us as an advisor) - You receive the returned document with a bespoke plan of attack to each line item, with optional 'Power Hour' live strategy Zoom call to review together. ## Core Inclusions ![WFM HC inclusions\_ Your Hitlist](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20inclusions_%20Your%20Hitlist.jpg?width=1080&height=1080&name=WFM%20HC%20inclusions_%20Your%20Hitlist.jpg) ### Your Hitlist ### Your Hitlist Fill in your hit list of 20 business issues you want to address with WorkflowMax (pain points, opportunities or goals) ![WFM HC inclusions\_ Expert Review](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20inclusions_%20Expert%20Review.jpg?width=1080&height=1080&name=WFM%20HC%20inclusions_%20Expert%20Review.jpg) ### WFM Expert Review ### WFM Expert Review We respond line by line with our best thinking on the approach to address that particular item in WorkflowMax, our outside of it (via best practice) ![WFM HC inclusions\_ 2025 Blueprint](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20inclusions_%202024%20Blueprint.jpg?width=1080&height=1080&name=WFM%20HC%20inclusions_%202024%20Blueprint.jpg) ### 2025/26 Blueprint ### 2025/26 Blueprint Refine your 'Manage Jobs @ Scale Profitable Progress Plan' for 2025/26 with an increased awareness and understanding of your options, and continue to build out your WorkflowMax workbook pages as you plan for migration. ![WFM HC inclusions\_ Strategy Call](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20inclusions_%20Strategy%20Call.jpg?width=1080&height=1080&name=WFM%20HC%20inclusions_%20Strategy%20Call.jpg) ### Strategy Call ### Strategy Call Review your results live with us over a recorded Zoom strategy call.  (Optional add-on)   ## Limited Bonuses - inclusions with your Health Check For purchases made through this page, receive these additional bonuses with your Health Check! ![WFM HC Bonus Base Rate Calculator](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20Bonus%20Base%20Rate%20Calculator.png?width=1080&height=1080&name=WFM%20HC%20Bonus%20Base%20Rate%20Calculator.png) ### Base Rate Calculator ### Base Rate Calculator Google Sheets Base Rate Calculator Template - convert annual salary into a cost rate per hour to add to WFM for accurate profitability ![WFM HC Bonus Team Capacity Planner](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20Bonus%20Team%20Capacity%20Planner-1.png?width=1080&height=1080&name=WFM%20HC%20Bonus%20Team%20Capacity%20Planner-1.png) ### Team Capacity Planner ### Team Capacity Planner Google Sheet template to calculate the total dollar value of your teams' capacity by director, per month based on model inputs such as working days, productivity target, recovery % and more. ![WFM HC Bonus Job Template Planner](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20Bonus%20Job%20Template%20Planner.jpg?width=1080&height=1080&name=WFM%20HC%20Bonus%20Job%20Template%20Planner.jpg) ### Job Template Planner ### Job Template Planner WFM job template planner - what standard tasks, costs, phases (previously folders) are on your standard job templates to expedite job set-up? ![WFM HC Bonus\_ Job revenue forecasting](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20Bonus_%20Job%20revenue%20forecasting.png?width=1080&height=1080&name=WFM%20HC%20Bonus_%20Job%20revenue%20forecasting.png) ### Job Revenue Forecasting in WorkflowMax ### Job Revenue Forecasting in WorkflowMax How to use WFM and its custom fields to build a process to have a rolling job revenue forecast in WFM, to compare to budget ![WFM HC Bonus WFM + Asana](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20Bonus%20WFM%20+%20Asana.jpg?width=1080&height=1080&name=WFM%20HC%20Bonus%20WFM%20+%20Asana.jpg) ### Using WFM + Asana: AQ Iceberg Model ### Using WFM + Asana: AQ Iceberg Model 30 Min demo call on our methodology around using task management platforms, specifically Asana, in alignment with WorkflowMax.  What we call the 'iceberg model' method ![WFM HC Bonus\_ Hubspot Audit + Strategy Call](https://www.apparatusquo.com.au/hs-fs/hubfs/000.%20New%20AQ%20website%20images%20-%20ALL%20(resized)/WFM%20HC%20Bonus_%20Hubspot%20Audit%20+%20Strategy%20Call.png?width=1080&height=1080&name=WFM%20HC%20Bonus_%20Hubspot%20Audit%20+%20Strategy%20Call.png) ### Free Hubspot Audit + Strategy Call ### Free Hubspot Audit + Strategy Call Existing Hubspot user?  Want a free Hubspot audit and strategy call?   This is a free audit included with your purchase of the WFM Health Check & 2024 Blueprint package from AQ ### Lock it in?   "I found Apparatus Quo very knowledgeable of the old and new WFM. They understood all my questions and provided a step-by-step guide to address each point. I have no hesitation in engaging them for our transition to WFM by BlueRock." **Grace Mona | Finance/Admin Manager** Focus Environmental Pty Ltd "Apparatus Quo were excellent to work with on streamlining our processes within WorkflowMax. The insights and recommendations provided were functional and useful and their knowledge of the product is exceptional! I'm looking forward to working with them further to assist with our transition to the new WFM." **Jack Pitt | Director** Noise Vibration Consulting Show More ![Apparatus Quo Logo (1) - white](https://www.apparatusquo.com.au/hubfs/006.%20AQ%20Logos/Apparatus%20Quo%20Logo%20(1)%20-%20white.png) Proudly Melbourne, Australia [![icon-facebook](https://www.apparatusquo.com.au/hubfs/icon-facebook.svg)](https://www.facebook.com/apparatusquo) [![icon-linkedin](https://www.apparatusquo.com.au/hubfs/icon-linkedin.svg)](https://www.linkedin.com/company/apparatus-quo) [![icon-instagram](https://www.apparatusquo.com.au/hubfs/icon-instagram.svg)](https://www.instagram.com/apparatusquo/) - [Business Systems](https://www.apparatusquo.com.au/our-services) - [Asana](https://www.apparatusquo.com.au/asana) - [Pageproof](https://www.apparatusquo.com.au/pageproof-overview) - [Industries](https://www.apparatusquo.com.au/manufacturers) - [Professional Services](https://www.apparatusquo.com.au/professional-services-and-consultants) - [Accountants & Advisors](https://www.apparatusquo.com.au/accountants-and-advisors) - [Agencies and Creatives](https://www.apparatusquo.com.au/agencies-and-creatives) - [Engineers & Architects](https://www.apparatusquo.com.au/engineers-and-architects) - [Manufacturers](https://www.apparatusquo.com.au/manufacturers) - [Not-for-Profit Organisations](https://www.apparatusquo.com.au/not-for-profit-organisations) - [Connect](https://www.apparatusquo.com.au/contact-us) - [About Us](https://www.apparatusquo.com.au/about) - [Client Stories](https://www.apparatusquo.com.au/blog/tag/case-study) - [AQ Careers](https://www.apparatusquo.com.au/en/join-our-team) - [Blog](https://www.apparatusquo.com.au/blog) - [Contact Us](https://www.apparatusquo.com.au/contact-us) - [Support Request](https://www.apparatusquo.com.au/client-support) ### Subscribe for Updates © 2026 All rights reserved. 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