Agree what the words mean. Then build.
Most of the problems we’re called into aren’t technical. Two teams use the same word for different things, and everything downstream inherits the disagreement. We close that gap before anything gets configured.
- Phase 01
Listen and map
Two weeks of conversations and org review. We look at what’s configured, what’s actually used, and where two teams describe the same object differently.
Output / current-state map and definition gaps - Phase 02
Agree priorities
A short written set of priorities for the period, ranked, with the trade-offs made explicit. This is what the monthly hours get spent against.
Output / ranked priority list per period - Phase 03
Build in the open
Implementation happens in your org during the retainer hours, reviewed live in office hours so your team sees the reasoning, not just the result.
Output / shipped changes, documented in place - Phase 04
Hand back ownership
Every build ends with your admin or ops lead able to change it. If they can’t, we haven’t finished.
Output / runbook and internal owner named
What actually happens after you sign
No discovery phase that bills for a month and ends in a slide deck.
- Day 1
Access and a conversation
Read-only access to the org and an hour with whoever complains most. Both are diagnostic.
- Day 7
What’s actually running
A plain list of what is configured, what is used, and what nobody has touched in a year.
- Day 14
Where the words disagree
The definitions your teams do not share. This is usually the real finding.
- Day 21
Ranked priorities
Written, ordered, with what we are choosing not to do this quarter stated plainly.
- Day 30
First thing shipped
Something small and real in your org, so the cadence starts with proof rather than a plan.
How we work with your team
Office hours are open to anyone on your side: admins, marketers, analysts. The people doing the work should be in the room.
We build in your org, not a sandbox we keep. Every change is documented where your team already looks.
If a month’s priorities are better served by teaching than building, we’ll spend the hours teaching.