Offer ladder
One process first. Larger systems only when the work proves they are needed.
The first question is not which tool to use. It is which onboarding, follow-up, reporting, handoff, or data process is costing the business enough time and capacity to deserve a focused rebuild.
Offer 01
Bottleneck Assessment
A focused diagnostic call to identify the service workflow creating the most drag, qualify whether it is worth fixing, estimate potential impact, and recommend the right next step.
- Workflow and tool review
- Bottleneck diagnosis
- ROI and complexity estimate
- Sprint, project, retainer, or no-fit recommendation
Offer 02
7-Day Process Sprint
Rebuild one time-consuming process in 7 days. Best for a clear workflow like client onboarding, follow-up, data entry, reporting, CRM updates, appointment booking, or routine research.
- Process mapping and constraint diagnosis
- Solution design and success criteria
- Build, testing, and deployment
- Training, documentation, and limited support
- Fixed outcome: one solved problem
Offer 03
Larger Implementations
Rebuild multiple connected processes or an entire business function after the first Sprint shows where the greatest leverage is.
- Multi-workflow systems
- CRM migrations and process rebuilds
- Sales or customer service process redesign
- Internal tools and human-in-the-loop systems
- Documentation and handoff
Offer 04
Managed Systems
Ongoing monitoring, maintenance, improvement, and process redesign for businesses that want technology to keep removing unnecessary work as they change.
- Monitoring and maintenance
- Optimization and system improvements
- New process improvements and workflow updates
- Strategic guidance and prioritization
- Ongoing documentation and team support