The old way
The spreadsheet, the manual step, the tool you picked when the company was half this size. It still works. It just takes more of you every month.
Operating Engagement
This is for a business that has outgrown its systems. It starts with a diagnosis, so the problem is written down before anything is designed or built.
You buy one phase at a time. Each gets its own scope, its own price, and its own decision.
No contract covers the whole engagement. Stop after any phase and you keep what it produced.
If you're fixing how you run
The spreadsheet, the manual step, the tool you picked when the company was half this size. It still works. It just takes more of you every month.
You put someone on it. Between their real job and the parts nobody owned, it stalled and nobody can say exactly when.
Then you went looking outside. The question you couldn’t get answered was whether any of it is sized for a business like yours.
By now you can describe what you need: the diagnosis and the build held by one capable expert. That’s the requirement you keep having to explain.
What each one is for
You get one recommendation. It says what to do, why it fits your business, what got rejected, and which tradeoffs you're taking.
You also come out with cost ranges for building it and for running it afterward, and the things that move those numbers.
The artifact is an architecture: the systems the business should run on, and the order to get there in.
Scoped after the first step.
The build stops being an unknown. What it takes gets decided item by item, and that's what the build gets priced from.
This is where deployment, data, access, integrations, and testing get decided, before anyone starts building.
The artifact is a technical specification: the build, described closely enough to hand to whoever builds it.
Scoped after the architecture.
The manual step goes away. What replaces it runs in your environment, with your data moved over and the connections in place.
This is the phase that varies most. What's in it comes from the specification you already approved.
The artifact is the system itself: built, configured, tested, migrated, delivered.
Scoped after the specification.
Your team runs it while I'm still on the engagement, so the questions get answered while I'm still the one answering them.
What they learn is the operating part: reading its health, approving changes, adding workflows, and knowing when something needs escalating.
The artifact is a handoff package. Your team being able to run it is the deliverable, not a bonus.
Scoped after the build is planned.
The four phases above are meant to end with your team running the system without me. This one is built to be declined.
If you want me available after that, it's monthly, and it covers what you actually want me for: review, coaching, or capacity held open.
It carries a three-month minimum. You get a quarter where I don't leave for a bigger opportunity, and I get a quarter of steady work.
If you'd rather not commit to that, the other route stays open: another bounded piece of work, scoped and priced when it comes up.
Scoped after handoff, if you want it.
If you replace me
The architecture is written so someone else can follow the rationale, the constraints, the boundaries, and the assumptions that still need checking.
The specification is written so someone else can build from it.
That's what the written work is for. Every one of those documents is meant to be read by someone who isn't me.
The tools I use to produce them stay mine. That split is written into the roadmap you get at the end of the first step. What do I keep when it's over?
The reason to keep me should be that the work is still worth what it costs, not that leaving is hard.
How it's priced
The paid diagnosis is the only part with a price I can publish: $2,500. It’s the same number for everyone.
The four phases after it are quoted one at a time, each at a fixed price for that phase. You’re buying an outcome, not hours.
The last one is a subscription. What it buys is defined availability, response expectations, and where my responsibility stops.
A quote can’t be issued before the phase has a stated outcome and a written definition of done.
Payments are milestone-based, three parts by default, each one tied to a point in the phase.
The price moves when the work changes: a new objective, a system nobody mentioned, a decision reversed, feedback after the window closed.
I absorb my own errors, my own learning curve, and ordinary variation inside what I quoted.
A late payment pauses the work. It never accrues interest, a finance charge, or a late fee.
The first one is the only one you're deciding on now.
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