Step 01
Intake & Brief
You submit a concise intake form and book a diagnostic session. We clarify goals, success metrics, constraints, and decision makers.
Deliverables: call summary, measurement matrix, scope confirmation.
Process
Five-stage playbook that keeps projects on track
A clear operating system with documented touchpoints, communications, and quality control. This is how we deliver productized services with the reliability of an in-house team.
Step 02
Blueprint
We run a kickoff workshop, gather access, and produce a blueprint outlining deliverables, timeline, responsibilities, and dependencies.
Deliverables: project brief, ClickUp board, RACI, analytics or tech audit.
Step 03
Build
Execution happens in sprints. You receive weekly demos, async Loom updates, and access to the Kanban board. Feedback rounds are pre-scheduled.
Deliverables: in-progress artifacts, weekly reports, risk log.
Step 04
Launch
We run QA checklists, finalize documentation, support go-live, and deliver enablement so your team can take over confidently.
Deliverables: launch checklist, runbooks, Loom walkthroughs, enablement session.
Step 05
Stabilize
Post-launch, we monitor results, tackle priority fixes, and align on next-phase opportunities such as retainers or follow-up sprints.
Deliverables: stabilization log, performance recap, roadmap recommendations.
Communication rhythm
Consistent, predictable touchpoints mean fewer surprises and smoother stakeholder alignment.
Weekly demo
Live Zoom session to walk through progress, risks, decisions, and next sprint focus.
Async recap
Loom + written summary with highlights, blockers, and upcoming milestones.
ClickUp Kanban
Real-time status tracking, timeline, docs, and decision log accessible 24/7.
Response SLA
Same-day replies via your preferred channel (Slack or email) during business hours.
Quality & risk management
- Checklists: QA templates for design, development, analytics, and automation deliverables.
- Change control: Written scope adjustments with impact assessment and approvals.
- Access: Secure credentials via 1Password share, least privilege by default.
- Escalation: Defined stop-the-line protocol for blockers or risks.
Tool stack
- Project: ClickUp, Notion, Linear (by request)
- Design: Figma, FigJam, Pastel for feedback
- Build: Webflow, Next.js, Tailwind, Vercel, Zapier, Make
- Analytics: GA4, Mixpanel, Looker, BigQuery, dbt
- AI: OpenAI, Anthropic, PromptLayer, Pinecone
Onboarding checklist
Before kickoff
- Signed MSA or SOW
- Deposit invoice settled
- Access to relevant tools + credentials
During blueprint
- Stakeholder list & availability
- Brand guidelines or assets
- Data exports (if applicable)
Before launch
- Go-live approvals
- Support point of contact
- Success metrics tracking configured
Your next move
Schedule a diagnostic call and get a blueprint preview
We’ll walk through your goals, timeline, and resources. Within 48 hours you’ll receive a proposed plan, deliverables, and investment breakdown.