See the work in order.
- 01 Conversation
- NDA · Master agreement · Quote
- 02 Review
- 03 Presentation
- 04 Choice
- Stop after the diagnostic
- 05 Sprint
- 06 Monitoring
- 07 Support and improvement
01 Conversation: Start with what you want reviewed.
The first conversation is 20 minutes. Tell us what you want looked at.
Before the review
Short NDA before any data is shared
Master agreement once
Quote for each engagement
The quote names the areas, systems, mailboxes, and interviews. It fixes scope and price before work starts.
Diagnostic paid in full before work starts
Changes to scope need a change note signed by both sides before the extra work starts.
02 Review: Read the records and talk to the people.
Ten working days, starting once access is in place. Usually the last 3 months of records across operations, finance, and sales. A few short interviews with the people who do the work. The schedule moves if the access or other items in the quote arrive late.
NDA before data
Read-only company systems and shared mailboxes, or exports
Personal mailboxes only if you name them
We change nothing in your systems during the review.
You can withdraw access at any time.
03 Presentation: Open the report together.
We walk through the findings with you in a 90-minute meeting.
Process map and handoffs
Your view compared with the records
Five most expensive leaks: estimates in hours and dollars
Automation backlog and options
04 Choice: Decide whether to go on.
You are buying a diagnostic. Implementation is a separate choice. You decide which work to take on, or whether to do anything at all.
Choose work
Separate sprint quote
Stop after the diagnostic
No implementation required
05 Sprint: Put the chosen work in place.
We implement what you choose. The sprint has its own quote and is paid in full before it starts. The diagnostic fee is not credited to it.
We do not use AI where a simple rule is enough.
Implementation
Chosen work: _____
Measurable target: _____
Date: _____
Approval rules: _____
Separate quote
Order handoff
Check that the order reached the shipping list
Approval
Check that a message waits for the required approval
Checks follow the agreed scope.
06 Monitoring: Check the agreed work.
We watch that the automation works as agreed. Nothing goes out without the approval you set.
07 Support and improvement: Keep the automation running.
Automations run on our side, under rules you approve, and are maintained by us. The monthly retainer covers continued operation, support, and improvement, under its own quote.
Monthly retainer: automations keep running
Without a retainer: automations stop