HOW I WORK

From diagnosis to daily use.

I work inside the real stack with the people who use it. One owner stays responsible from the first map to the live workflow.

You can start with one defined build or reserve ongoing weekly capacity.

FIVE WORKING STATES

The work follows one visible loop.

  1. 01 / DIAGNOSE

    Find the handoff that matters.

    Interviews, system access, journey map, definitions, baseline, and one measurable objective.

    OUTPUT → bottleneck brief + current-state map
  2. 02 / DESIGN

    Write down the operating rules.

    States, ownership, data, routing, automation boundaries, failure paths, and acceptance criteria.

    OUTPUT → system blueprint + build backlog
  3. 03 / SHIP

    Build in the real environment.

    Configuration, code, integrations, content, QA records, and working handoffs with the team.

    OUTPUT → production-ready first system
  4. 04 / INSTRUMENT

    Make performance and failure visible.

    Events, dashboards, alerts, documentation, permissions, and a weekly review.

    OUTPUT → observable operating layer
  5. 05 / IMPROVE

    Use the evidence from live work.

    Conversion, cycle time, exceptions, team feedback, message changes, and the next leverage point.

    OUTPUT → prioritized operating roadmap

30 / 60 / 90

Useful in month one. Measurable by month three.

DAY 01-30

Map and repair

  • Current-state journey and stack audit
  • Definitions, ownership, and baseline
  • Highest-risk handoff repaired
  • First working workflow or route shipped
DAY 31-60

Connect and adopt

  • Core system built end to end
  • Real records and edge cases tested
  • Alerts, QA, and documentation added
  • Operators trained inside the workflow
DAY 61-90

Measure and expand

  • Conversion and cycle-time review
  • Targeting, routing, and message refined
  • Recurring manual work removed
  • Next system selected from evidence

WHAT MAKES IT WORK

Direct access and clear ownership.

I need enough system access to understand the real process and one client-side owner who can make operating decisions.

01

System access
CRM, website, analytics, outreach, automation, and the people who use them.

02

Decision access
A founder or functional leader who can resolve definitions and ownership.

03

Operating feedback
Sales and marketing feedback on the records, tasks, and handoffs created.

04

One shared outcome
A measurable change in speed, quality, visibility, or manual effort.

CAPACITY PLANNER

Choose the weekly capacity.

The estimate uses a planning rate of $70/hour and 4.33 weeks per month. Capacity defines how much of the operating system I can own at one time. Final scope depends on access, complexity, and engagement length.

10hours / week
$3,031planning estimate / month





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