01 — Document
Written assessment
A short PDF — usually 6 to 10 pages — covering what we saw, what we recommend, and why.
How it works
From first conversation to a calmer operation.
The detailed five-step journey behind the three phases on Home: intro call, assessment, recommendations, implementation, and handover. Each is a clear decision point.
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01 — Intro
First conversation
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02 — Assess
Structured review
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03 — Recommend
Prioritized plan
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04 — Implement
Hands-on build
05
05 — Handover
You stay in control
Detailed five-step journey
Five steps, each a decision point.
Plan on three to eight weeks, depending on how much implementation you choose. Each step is a separate decision point — you can stop, pause, or continue when it makes sense.
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Step 01 — Intro call
A free 30-minute conversation.
You describe the business; we listen. By the end you’ll know whether an assessment is worth doing and what it would look like for your situation.
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Step 02 — Assessment
A structured look at how you actually work.
One or two deeper conversations, plus a review of the site, channels, and any tools you already use. We map the inquiry-to-customer flow end to end.
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Step 03 — Recommendations
A short, prioritized written report.
Two or three priority recommendations, broken into three to five concrete actions, with the reasoning, rough level of effort, and expected payoff. The assessment is designed to stand alone.
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Step 04 — Implementation
We implement the changes you approved.
On demand and tightly scoped. We’d rather deliver one finished change than start three and leave them half done.
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Step 05 — Handover
You stay in control
Accounts in your name, a short written playbook, and a working knowledge of how to keep things running without us.
What you receive
The deliverables, in plain terms.
No flashy slide decks. Just the artifacts that actually help you run the business afterward.
02 — Plan
Prioritized action list
Three to five concrete actions, ranked by impact and effort, with the reasoning behind each.
03 — Diagram
Inquiry-to-customer map
A simple diagram of how a stranger becomes a paying customer today — and where they fall out of the flow.
04 — Setup
Configured tools
When we implement, you get accounts in your name, sensible defaults, and a working setup — not a sandbox.
05 — Playbook
Short written playbook
The five things you do every week, written down clearly enough for a new hire to follow.
06 — Handover
Clean handover
Credentials in your password manager, documentation in your shared drive, and a 30-minute walkthrough.
Your data stays yours, and your accounts remain in your name and under your control. After full payment, customer-specific deliverables are yours too. Read the full ownership terms.
Ready when you are
Start with the 30-minute intro.
No prep on your side. We’ll listen, ask a few questions, and tell you honestly whether we’re the right fit.