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...Because chaos costs more.
How We Work
Step 1. Start the Conversation
We start with a focused 25-minute conversation to learn about your business, your goals, and the challenges you’re facing. This gives us a snapshot of where you are today and helps us understand whether we’re the right fit to work together.
Step 2. Scope and Proposal
Based on our initial consultation, we prepare a high-level proposal that outlines potential scope, timeline, and a ballpark investment. This gives you a clear picture of how we might partner together before committing to a full project. If it feels like the right fit, we’ll confirm next steps and an initial payment to reserve your assessment.
Step 3. Comprehensive Assessment
If you’re ready to move forward, we take a closer look at how your business truly operates. By connecting with key team members and reviewing your systems, tools, processes, and routines, we uncover bottlenecks, redundancies, and opportunities for improvement. The result is a clear, actionable roadmap that finalizes your project scope, timeline, and investment so you know exactly what to expect moving forward.
Step 4. Design and Build
With the roadmap in hand, we create or refine the systems, workflows, and documentation your business needs. This may include new technology setups, SOPs, or process improvements tailored to your goals. This stage is collaborative and iterative. We build, review, and adjust together to make sure the solution fits your team and goals.
Step 5. Test, Refine and Launch​
We put the solution into practice, gather feedback, and refine where needed. This is also an iterative process, blending testing and training so your team feels confident before full rollout.
Step 6. Completion and Handoff
At the close of your services, you’ll receive a complete package: final deliverables, supporting materials, and clear guidance for ongoing use. We include a final check-in and a short window for follow-up questions. After that, ongoing support is available as a separate engagement if you’d like us to stay involved.