02 Process
How we work

Four stages.
No surprises.

Every engagement runs the same playbook regardless of scope. You always know what stage we are in, what happens next, and what is expected from your team. The structure is not bureaucracy. It is how we hit timelines and protect both sides from scope creep.

0.
Stage Zero · Free

Fit call.

A 15 to 30 minute call with the operator. We confirm there is a real project, you confirm we are the right team, and we tell you honestly if a scoping consultation makes sense or not. Zero commitment, zero pitch.

What we do

  • Listen to what you are trying to fix
  • Confirm there is a real engagement here
  • Tell you honestly if we are the right team
  • Recommend the next move, even if it is not us

What you do

  • Show up ready to talk plainly
  • Share enough context to scope the conversation
  • Decide if you want a paid scoping consultation
Required from your team
Time
15 to 30 minutes on the call
Decision-maker
You, present (no proxies)
Prep
Two to three specific problems written down
Access
None required
Time15–30 minutes CostFree CommitmentNone Next stepOptional
i.
Stage One · After the fit call

Scoping consultation.

A working session, not a sales pitch. We audit your current stack live, map your bottlenecks, and identify the highest-leverage move. By the end you have a recommended next step and a rough scope sketch you can act on with or without us.

What we do

  • Live audit of platforms, workflows, and team structure
  • Bottleneck identification and root-cause framing
  • Service recommendation with rough scope sketch
  • Mutual fit check, both directions

What you do

  • Show up ready to talk candidly about what is broken
  • Share access to your current systems for live audit
  • Be honest about budget, timeline, and constraints
Required from your team
Time
60 to 90 minutes live plus ~1 hour async follow-up
Decision-maker
Required on the call (again, no proxies)
Stakeholders
One to two max (more slows the audit)
Access
Read-only credentials to current CRM and key systems
Time60–90 minutes Cost$500 CreditedTo project RefundableNo
ii.
Stage Two

Intake & scope.

We translate the recommendation into a written scope document. Requirements, deliverables, milestones, access checklist, and definition of done. You sign once, and we both know exactly what we are building.

What we do

  • Detailed requirements gathering and process mapping
  • Written SOW with deliverables and acceptance criteria
  • Hours estimate, milestone schedule, deposit invoice
  • Access checklist for your team to provision

What you do

  • Review the SOW and flag anything unclear
  • Sign and return the agreement
  • Pay the 50% deposit to lock the calendar
  • Provision access on the checklist
Required from your team
Time
~2 hours across 3 to 5 days (review, sign, provision)
Response SLA
48 hours on SOW review questions
Internal alignment
Decision-maker bought in before signing
Access
Admin or owner-level on target systems per checklist
Time3–5 days CostIncluded OutputSOW + deposit Deposit50% to start
iii.
Stage Three

Execution.

We build. You stay in the loop with a weekly update and a shared progress channel. No silent gaps. No surprise scope changes. If something needs to shift, we tell you before we touch it.

What we do

  • Configuration, build, integration on your accounts
  • Weekly progress update with screen recordings or live demo
  • QA testing with real scenarios before handoff
  • Change requests scoped and quoted before action

What you do

  • Respond to questions and approvals inside 48 hours
  • Review weekly updates and flag direction shifts early
  • Keep stakeholders aligned on the agreed scope
Required from your team
Time
30 to 60 min per week per active stakeholder
Response SLA
48 hours on approvals same-day on blockers
Internal alignment
One point of contact authorized to make calls
Access
Maintain provisioned access for full engagement duration
Time1–6 weeks CostPer SOW UpdatesWeekly ChangesQuoted first
iv.
Stage Four

Deliverable & handoff.

You receive what is in the scope, in the format that is in the scope, on the date that is in the scope. Plus training, documentation, and the 1-year support channel. The engagement closes only when you sign off on the deliverable.

What we do

  • Final QA pass and acceptance walkthrough
  • Admin training session plus Loom walkthroughs
  • Written SOP documentation and handoff packet
  • Go-live checklist and first-week execution plan
  • Activate 1-year email and text support channel

What you do

  • Attend the acceptance walkthrough
  • Sign off on the deliverable
  • Pay the final 50%
  • Start using the system
Required from your team
Time
2 to 4 hours acceptance walkthrough plus team training
Acceptance window
7 to 14 days defined in SOW
Internal alignment
Team ready to adopt the system at handoff
Access
Continue providing access through 1-year support window
Time2–5 days CostFinal 50% Support1 year included Sign-offRequired
· Philosophy
How we work

Discipline is the differentiator.

Operator-led, always.

You work directly with the person building the system. No junior intake. No agency hierarchy.

Scope is a contract.

What is signed is what gets built. New work gets quoted before it gets touched.

Weekly visibility.

You see progress every week. No silent gaps, no end-of-project surprises.

Documentation is the work.

Every deliverable ships with training, SOPs, and Loom walkthroughs. Nothing dies in someone's head.

We do not boil oceans.

One platform at a time. One bottleneck at a time. Compound wins beat heroic launches.

Honesty before politeness.

If something is a bad fit, we say so. If a project should not happen, we cancel it. Your time is the asset.

Start at stage one

Start at stage zero.

Free fit call. Fifteen to thirty minutes with the operator. By the end you know whether a paid scoping consultation is the right next step. If it is not, you leave with a recommendation.

Book the free fit call