Engagement Types
Start with a Free Fit Call or a $750 Business Systems Snapshot on a single workflow. Larger workflow, SOP, and automation engagements are quoted after the assessment. Broader reviews across multiple departments, workflows, locations, or systems require a custom proposal.
Engagement 01 · 20-minute intro · No cost
A short introductory conversation used to confirm the operational challenge and determine mutual fit. Does not include written analysis or detailed recommendations.
Typically includes
Recommended starting assessment
Engagement 02 · Fixed-scope · $750
A fixed-scope $750 engagement covering one primary workflow or business function. Identifies bottlenecks, duplication, risk, and unclear ownership — with prioritized recommendations and recommended implementation phases.
Typically includes
Engagement 03 · Custom scope
Scope is set based on complexity, number of workflows, interviews, and deliverables. Priced per engagement after the assessment identifies what the work actually requires.
Typically includes
Engagement 04 · Custom scope
Scope is set based on systems, integrations, licensing, data requirements, and training. Uses the platforms your organization already owns whenever possible.
Typically includes
Engagement 05 · Monthly advisory
Monthly advisory or implementation support with clearly defined hours, response expectations, and scope. For organizations that want a steady hand on continuous improvement.
Typically includes
Need something outside these categories? Request a custom scope.
