Services
Three structured packages. No à la carte.
Every engagement follows the same logic: map the workflow, install the systems, and keep it running. Start anywhere — but starting with a workflow map usually saves time and money.
We map how leads, work, and decisions currently move. Then we identify where follow-through stalls and define the first practical fix. You leave with a clear workflow map and a short list of improvements we can implement.
What's Included
- —Intake + lead flow mapping
- —Workflow map (handoffs, ownership, decision points)
- —Bottleneck + drop-off diagnosis
- —Status / pipeline stages
- —Weekly review rhythm (15–30 min, lightweight)
- —Workflow Map + Action Plan (written)
Not Included in this Phase
- —System builds or tool setup (that's the Sprint)
- —Ongoing implementation support
- —Hiring or recruiting
- —Marketing execution
- —Financial modeling
Deliverable: A written Workflow Map + Action Plan documenting how work moves today, where it stalls, and what to fix first.
If we're a fit, Phase 02 is where we build.
Phase 02
Workflow + Automation Sprint
Starting at $3,500
Scope-bound · 4–6 week timeline
Book a Clarity CallOnce we’ve mapped the workflow, we install the systems that make follow-through consistent. The goal is simple: one place to see what’s in motion, clear owners, and fewer dropped balls.
What's Built
Weekly review rhythm
Meeting cadence, agenda structure, decision flow
Priority tracking
3–5 priorities with weekly review
Lead pipeline structure
Simple, visible, actionable
KPI visibility
The metrics that matter — no dashboard sprawl
Ownership lanes
Who owns what, and what that means in practice
SOP starter set
Simple checklists for repeatable work
Scope-bound: Every build starts with a clear scope. Final pricing reflects your specific complexity. We don't do open-ended retainers that expand indefinitely. You get a defined outcome in a defined window.
Systems drift over time. Keep It Running provides light monthly support to keep workflows clean, make small adjustments, and help when something breaks or changes — without a heavy retainer.
What's Included Monthly
- —Monthly 60-minute workflow review
- —Small refinements (tracking, templates, automations)
- —KPI check
- —Async support (defined response window)
- —Optional: quarterly refresh (once per quarter)
Support is limited and structured to keep it effective. Project builds are separate Sprints.
Not sure where to start?
Book a 30-minute clarity call — we’ll figure out the right entry point together.