01 — Document
Written assessment
A short PDF — usually 6 to 10 pages — covering what we saw, what we recommend, and why.
// How it works
From first conversation to a calmer operation.
A predictable five-step process. No discovery month, no sales theatre — just enough structure to be useful, and the freedom to stop at any point.
01
01 — Intro
First conversation
02
02 — Assess
Structured review
03
03 — Recommend
Prioritized plan
04
04 — Implement
Hands-on build
05
05 — Handover
You stay in control
// Step by step
A predictable rhythm.
Most engagements run three to eight weeks, depending on how much you want us to implement. Each step is a separate decision point — you stop, pause, or continue when it makes sense.
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Step 01 — Intro call
A 30-minute conversation, free.
You describe the business; we listen. By the end you’ll know whether an assessment is worth doing and what it would look like for your situation.
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Step 02 — Assessment
A structured look at how you actually work.
One or two deeper conversations, plus a review of the site, channels, and any tools you already use. We map the inquiry-to-customer flow end to end.
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Step 03 — Recommendations
A short, prioritized written report.
Two or three concrete next steps with the reasoning, the rough effort, and the expected payoff. You can stop here — many clients do.
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Step 04 — Implementation
We build the things you agreed to build.
On-demand and scoped tight. We’d rather ship one finished change than start three half-finished ones.
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Step 05 — Handover
Everything documented, everything yours.
Accounts in your name, a short written playbook, and a working knowledge of how to keep things running without us.
// What you receive
The deliverables, in plain terms.
No flashy slide decks. Just the artifacts that actually help you run the business afterward.
02 — Plan
Prioritized action list
Three to five concrete next steps, ranked by impact and effort, with the reasoning behind each.
03 — Diagram
Inquiry-to-customer map
A simple diagram of how a stranger becomes a paying customer today — and where they fall out of the flow.
04 — Setup
Configured tools
When we implement, you get accounts in your name, sensible defaults, and a working setup — not a sandbox.
05 — Playbook
Short written playbook
The five things you do every week, written down clearly enough for a new hire to follow.
06 — Handover
Clean handover
Credentials in your password manager, documentation in your shared drive, and a 30-minute walkthrough.
// Ready when you are
Start with the 30-minute intro.
No prep on your side. We’ll listen, ask a few questions, and tell you honestly whether we’re the right fit.