Day 1
Discovery
Week 1–2
Audit
Day 30
Build Begins
Day 60–75
Handoff
Day 90+
Exit
01
Discovery
The 30-Minute Diagnostic

This is not a sales call. We listen first. You walk us through the business — where it is, where it breaks, and what you have already tried. We ask hard questions and give you honest feedback about whether we are the right fit and whether now is the right time.

If there is not a fit, we tell you. If there is, we send a specific engagement proposal within 48 hours — not a brochure, a real scope with hours, deliverables, and outcomes.

  • 30-minute video call
  • Honest fit assessment
  • Proposal within 48 hours if fit exists
  • Defined scope, hours, and start date
02
Operational Audit
Map Everything Before Fixing Anything

The first 2 weeks are diagnostic. We map your entire operation — every workflow, every tool, every handoff point, every place where the founder becomes the single point of failure. We talk to your team, not just leadership. The real breakdown is almost never where the founder thinks it is.

The output is a written operational audit: every gap identified, every risk flagged, and a priority-ranked build plan with clear rationale for the sequence.

  • Full operational workflow map
  • Team process interviews
  • Tool stack and automation audit
  • Written gap analysis
  • Priority-ranked build plan
  • Risk and bottleneck register
03
Build Phase
Build, Document, Embed

This is where the work happens. We do not present a roadmap and leave you to execute it — we build it ourselves, inside your business, with your team. SOPs are written and tested in the actual workflow. Automations are built and monitored. Dashboards go live and get used, not filed away.

Every system is built with the handoff in mind from the start. If we would not be able to hand it off cleanly, we do not build it the way we would otherwise build it.

  • SOP documentation suite
  • Workflow design and automation builds
  • Tool stack consolidation
  • KPI dashboards and reporting layer
  • Team accountability structures
  • Communication and escalation protocols
04
Training & Handoff
Systems Only Hold If the Team Holds Them

We train your team directly on every system we build. Not a one-time walkthrough — we embed alongside them until the workflows are second nature. We document the edge cases. We run through the failure scenarios. We confirm that the team can own it before we step back.

Handoff is a milestone, not a date. We do not exit on a schedule — we exit when the system is stable and the team is autonomous.

  • Role-specific SOP training
  • Loom walkthrough library
  • Manager accountability framework
  • Escalation and exception playbooks
  • Handoff readiness assessment
  • 30-day post-handoff support window
05
Exit & Monitor
The Operation Holds. We Step Back.

The exit is the success metric. When we leave, the operation is running on documented systems, owned by your team, with clear escalation paths if something breaks. The founder is no longer the operational bottleneck.

We stay available for a defined support window post-exit. Most clients check in occasionally. The ones who need us again come back for a specific build — not because the first one fell apart.

  • Final documentation review
  • Ops manual delivered to leadership
  • 30-day post-exit check-in
  • Clear re-engagement path for future builds
What You Actually Get

Not advice.
A built operation.

Every engagement ends with the same set of deliverables. Real artifacts, not observations.

01
SOP Suite

Every repeatable process documented, structured, and tested. Written for the person doing the work, not for filing.

02
Accountability Layer

A live rhythm of check-ins, KPIs, and escalation paths so performance is visible and problems surface before they become fires.

03
Trained Team

Your team knows how to run the operation without being managed. They own it, not just execute it.

Ready to see what this looks like in your business?

First conversation is diagnostic. We listen, you talk. 30 minutes.

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