A flight plan — not a transformation deck.
We don't do grand reimaginings. We don't run discovery workshops for six weeks. We find the operational weight, pick it up, and start running it — then keep running it. Here's how that actually works, in detail.
How every engagement unfolds.
Understand
A two-week Operations & Opportunity Assessment. We meet with you and key team members, review how work actually gets done today, and document where time, money, and attention are going. Not a consulting deck — a plain-English read of the business.
Deliverables: operations diagnostic, prioritized opportunity map, proposed managed-services scope and pricing.
Prioritize
We come back with a recommendation: one to three specific playbooks to run, a suggested tier, and a defined scope. We make the case for what we're suggesting — and the case for what we're leaving off the list. You decide. If the answer is "not now, maybe later," that's fine too.
Deliverables: scoped engagement, signed SOW, onboarding checklist.
Pilot
The first 90 days. We stand up the managed work, integrate with your systems, define the reporting cadence, and start running. Weekly operating check-ins in the early weeks, then settling into a bi-weekly rhythm. By day 60, the metrics that matter should be moving. If they're not, we talk about why.
Deliverables: live managed operations, weekly operating reports, 90-day retrospective.
Operate
Month after month, we run the work and refine the playbooks as your business changes. Monthly strategy sessions. Quarterly reviews where we revisit the opportunity map and decide what to add, remove, or adjust. Most Growth-tier clients expand into a second or third function within the first year.
Deliverables: ongoing operations, monthly reporting, quarterly strategic review.
What a managed engagement actually feels like.
The Assessment tells you what we'd do. This tells you what it looks like once we're doing it.
Onboarding & wiring
- Access provisioning to your tools and systems
- Playbook customization to your ICP, tone, and policies
- Kickoff with your team — who does what, when, and how
- Reporting dashboard stood up
- Week-1 and week-3 operating check-ins
Running & tuning
- Work flowing at target volume
- Quality loop established with your team
- Early metrics becoming reliable
- Playbooks tuned for your edge cases
- Monthly strategy session at day 30
Cruising altitude
- Operations running on steady cadence
- Metrics trending against targets
- You're spending less time on the managed work
- Roadmap reviewed: expand, adjust, or hold
- 90-day retrospective and next-quarter plan
Principles we hold ourselves to.
These aren't marketing copy. They're the things we actually measure ourselves against — internally and with clients.
Published pricing, published scope.
You shouldn't have to get on a sales call to find out what we cost. Every tier, every setup fee, every overage rate is on the site. No "contact us" gating.
No work we can't run well.
If a playbook isn't in our wheelhouse or carries risk we can't mitigate, we'll tell you — and often recommend a specialist instead. The trust is worth more than the revenue.
Reporting you'll actually read.
Dashboards designed for an owner who has 15 minutes, not an analyst who has two hours. If you can't read our monthly report on your phone, it's not a report.
Human in the loop.
Technology — including AI — is part of how we deliver. People review, adjust, and own the relationship. We don't pretend automation replaces judgment, and we don't sell the promise that it does.
You can leave.
12-month initial term, month-to-month after, 60-day-for-cause out clause. The contract is designed to protect the engagement, not trap you in it.
Your data stays yours.
We don't train models on your data. We don't sell or share client data with third parties. When an engagement ends, we hand back everything and close access. No hostage situations.
Ready to see what we'd run for you?
Start with a conversation. If it makes sense, we'll propose an Assessment. If it doesn't, you'll still walk away with something useful.