How we work

Every client follows the same path. That is what makes a one-person practice able to serve a small number of companies well.

  1. 1. Discovery call

    Thirty minutes, free. The point is to confirm a real trigger, a budget, and a decision-maker.

  2. 2. Assessment

    Paid. A meeting with leadership and staff. Systems, security, vendors, and spend are reviewed.

  3. 3. Readout

    The report and roadmap are presented to leadership. The plan proposal, priced to what the assessment found, is the last page.

  4. 4. Onboarding

    The first two weeks cover access, introductions to vendors and staff, and a 30-60-90 day plan.

  5. 5. Steady state

    An on-site or remote block at the agreed cadence, a monthly report, and a quarterly roadmap review with leadership.

Working rules

  • Replies within one business day. Emergencies get best effort, not a guarantee.
  • Accounts are issued in a named user. No shared passwords. Hardware-key MFA.
  • If a client runs over the planned hours for two months, the scope is reset.
Book the discovery call