How We Work Together
YOU CHOOSE THE PATH.
WE BUILD THE SYSTEM.
No vague retainers. No scope creep. Every engagement has clear deliverables, a defined timeline, and a decision point before you commit to the next step.
MOST ENGAGEMENTS TRAP YOU.
This one doesn't.
Traditional retainers lock you into monthly payments with no clear end state. Projects get delivered, then gather dust because there's no system to run them.
We do neither. We build infrastructure that compounds — and you own it when we're done.
The Engagement Model
Start where it makes sense.
Stop when you've got it.
Each phase stands alone. Move forward when you're ready — not because you're locked into a contract.
Audit & Plan
We map what you have, what's costing you, and exactly where AI and systems can remove friction. You leave with a clear roadmap — whether we work together next or not.
- Demand and visibility audit
- Offer and messaging review
- CRM and pipeline triage
- AI readiness assessment
- 90-day prioritized roadmap
- Loom walkthrough of findings
Build the Essentials
We install the foundation your business needs to attract better buyers, align your team, and give leadership a dashboard they can trust.
- Clean messaging and positioning
- AI-powered content operations
- CRM lifecycle and handoff alignment
- GEO and structured data live
- One-page leadership dashboard
- Weekly progress reviews
Run the Cadence
A steady monthly operating rhythm. We measure, improve, and compound results — with full visibility and no surprises on your invoice.
- Weekly operating review
- Monthly shipped artifact
- Backlog prioritization
- Dated metrics and delta tracking
- Sales/marketing alignment check
- Quarterly roadmap refresh
We'll figure out the right starting point together. No obligation to continue past Phase 1.
Project Engagements
NEED SOMETHING SPECIFIC?
We do that too.
Fixed scope. Clear outcome. Defined timeline. No retainer required.
Marketing & Brand Audit
A clear assessment with prioritized recommendations across strategy, messaging, content, and analytics.
AI Integration & Training
Use case design, tool setup, team training, and governance so AI adoption actually sticks.
Funnel & Website Optimization
Reduce friction from landing page to CRM. Improve lead quality, form fills, and handoffs.
GEO & Structured Data
Schema, feeds, and knowledge files that help you appear when buyers use AI assistants and search.
CRM & Operating Cadence
Lifecycle stages, lead scoring, handoffs, and a dashboard leadership opens with confidence.
Campaign Development
Message, creative, and execution with clear milestones and targets tied to pipeline.
HERE'S HOW
TO DECIDE.
Most businesses fit into one of these two categories. If you're still unsure after reading this, that's what the discovery call is for.
You need a full marketing rebuild
Your current setup is scattered, your team is stretched thin, and you don't have a clear system holding it all together. You need strategy, infrastructure, and ongoing leadership.
You have one clear thing to fix
You know exactly what's broken — a CRM mess, no AI strategy, poor conversion rates, invisible to search. You need execution on a specific problem, not ongoing support.
Common Questions
No jargon. Just straight answers.
Do I have to start with the audit?
No — but most clients find it's the fastest way to get aligned. It gives you a clear picture of what to build first, whether we work together next or not. If you already know what you need, we can start at Phase 2.
Can you work alongside our existing team?
That's often the best setup. We bring strategy, AI systems, and operating cadence. Your team brings context and relationships. Output improves, nobody gets displaced, and everything moves faster.
How is this different from an agency?
Agencies sell deliverables. We build a system, then run it with you. We track a small set of meaningful metrics, report with real dates, and measure outcomes tied to revenue — not activity.
What if I only need one specific thing fixed?
Project engagements are designed for exactly that. Fixed scope, clear outcome, defined timeline. No retainer required — and if it makes sense to keep going after, we can talk about it then.
What does this actually cost?
Phase 1 audits start at $4,500. Phase 2 builds range from $15K–$35K depending on scope. Phase 3 retainers are structured around hours, typically $5K–$12K/month. Projects are quoted individually. We'll map realistic numbers in our first conversation.
How long does each phase take?
Phase 1: 4 weeks. Phase 2: 60–90 days. Phase 3 is ongoing monthly. Projects vary — typically 4–12 weeks depending on complexity.
LET'S FIND
THE RIGHT FIT.
We'll look at where you are, what's slowing you down, and map the right starting point. No pitch. No obligation. Just clarity.
Most calls are 30 minutes. You'll leave with a clear next step — even if it's not working with us.