How We Work

Three phases. No surprises.

Every engagement starts with a fixed-scope, fixed-fee Audit. We earn the right to keep going. No long-term commitments upfront.

The Engagement Model

Audit. Build. Run. Earn the next step.

No long-term contracts upfront. Each phase delivers standalone value. You decide whether to keep going.

Phase 1
Duration2 weeks

Audit

Map every tool, data flow, and manual process. Identify where you’re losing money and what to fix first.

Deliverables
Tool stack audit · Data flow map · Gap analysis · 90-day roadmap
Phase 2
Duration6–12 weeks

Build

Implement the systems — B2B funnel, e-com setup, profit dashboards, automation, or any combination.

Deliverables
Working systems · Documented SOPs · Team training · Handoff docs
Phase 3
DurationOngoing

Run

Operate the stack as your fractional growth ops team. Manage tools, run campaigns, optimize continuously.

Deliverables
Monthly reports · Continuous optimization · Slack support · New automations
Going Deeper

What each phase actually includes.

Not high-level promises. Specific work with specific outputs that you can hold us to.

Phase 1

The Audit

Two weeks. Fixed scope, fixed fee. We dig into everything — tools, data, processes, costs — and come back with a prioritized plan. No commitment beyond this.

What we cover

Tool inventory & utilization review · Data flow mapping across every system · Cost analysis per tool and per process · Gap identification — what’s missing, what’s redundant · Competitive stack benchmarking

What you get

A prioritized 90-day roadmap with clear next steps, estimated costs, expected ROI, and a recommendation on whether to proceed to Build. If the Audit doesn’t surface enough value, we’ll tell you.

Audit deliverables

Complete tool stack audit · Data flow diagram · Cost-per-tool analysis · Gap & overlap report · Prioritized 90-day roadmap · Executive summary presentation · Go/no-go recommendation

Phase 2

The Build

Six to twelve weeks. We implement the systems the Audit identified — CRM, automation, dashboards, integrations — and make sure your team can operate them.

What we do

System implementation & configuration · Integration between tools (APIs, webhooks, middleware) · Testing with real data across live workflows · Documentation of every system and process · Team training sessions — hands-on, not slide decks

What you get

Working systems that your team can operate independently. Complete SOPs, handoff docs, and recorded training. You own everything — no lock-in, no proprietary tools.

Build deliverables

Configured & tested systems · Integration architecture · Standard operating procedures · Team training recordings · Handoff documentation · 30-day post-build support

Phase 3

The Run

Ongoing retainer. We operate the stack as your fractional growth ops team. Manage tools, run campaigns, build new automations, and optimize continuously.

What it looks like month-to-month

Weekly check-ins via Slack or video · Monthly performance reports with actionable insights · Quarterly business reviews with strategic recommendations · Continuous optimization of campaigns, workflows, and dashboards

What you get

A senior operator in your Slack, not a junior account manager sending weekly reports. Someone who owns the system end-to-end and keeps it running, improving, and scaling with your business.

Run deliverables

Monthly performance reports · Weekly Slack check-ins · Quarterly business reviews · Continuous campaign optimization · New automation builds · Tool management & vendor liaison

Engagement Questions

Questions, answered.

What does the Audit cost?
Fixed-fee, scoped after a 30-minute discovery call. We assess your current stack, team size, and complexity before quoting. No hourly billing, no surprise invoices.
Can I just do the Audit?
Yes. Many clients start with the Audit and decide from there. The Audit delivers standalone value — a complete picture of your operations with a prioritized roadmap. If you want to take it in-house after that, you have everything you need.
How many clients do you take at once?
A small number. Quality over quantity. We cap our active engagements to ensure every client gets senior-level attention, not a junior associate learning on your dime.
What if we already have tools in place?
We work with what you have. The Audit tells us what to keep, what to replace, and what to connect. We’re tool-agnostic — no vendor partnerships, no referral fees, no preferred stack. If your current tools work, we build on them.

See where your operations are leaking profit.

30-minute discovery call. We’ll come back with a sharp read on where the leaks are and what a 2-week Audit would surface for you.

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