SERVICES & STARTING SCOPES
One useful improvement.
A clear way forward.
Start with a website, a tool, or a process that needs attention. The final deliverables, price, and milestones are agreed before development starts.
Technology assessment
Start here when the problem is clear but the solution is not.
When it helps
A recurring process takes too much effort, breaks frequently, or depends on one person knowing every step.
What the scope includes
- Review of one workflow or system and its constraints
- A prioritized roadmap of practical improvements
- A written scope for the next step
Implementation is scoped separately. The assessment focuses on one workflow or system.
Discuss technology assessmentBusiness websites
Give customers a clear picture of your business and a useful next step.
When it helps
Your website does not explain your services clearly, show your work, or make inquiries easy.
What the scope includes
- Up to three core pages in the starting scope
- An inquiry form and layouts for phones and larger screens
- Agreed scope, testing, and handoff
Content, additional pages, booking, payments, and other integrations are discussed during scoping. Hosting and third-party fees are separate.
Discuss business websitesCustom software & portals
Build a tool around a specific job your team or customers need to do.
When it helps
A spreadsheet or off-the-shelf application cannot comfortably handle the workflow.
What the scope includes
- One internal workflow in the starting scope
- Agreed milestones and review points
- Testing, documentation, and handoff
Accounts, permissions, data migration, external integrations, and hosting needs are defined before work begins. Hosting and third-party fees are separate.
Discuss custom software & portalsCRM improvements
Make the CRM you already use more useful to the people using it.
When it helps
Leads, handoffs, or follow-ups fall between the cracks even though you already have a CRM.
What the scope includes
- One pipeline in the starting scope
- One follow-up workflow
- Testing and handoff
Platform access, plan limitations, data cleanup, and additional workflows affect the final scope. Subscriptions and third-party fees are separate.
Discuss crm improvementsSystems integration
Connect tools so information can move with less manual work.
When it helps
Your team repeatedly copies information between systems or reconciles conflicting records.
What the scope includes
- A defined integration scope
- Validation of information moving between systems
- Documentation and handoff
Feasibility depends on the tools, their supported connections, and available access. Third-party subscriptions and fees are separate.
Discuss systems integrationWorkflow automation
Take repetitive steps out of a defined business process.
When it helps
Routine reporting, data entry, or handoffs take time that your team could spend elsewhere.
What the scope includes
- Automation around one agreed workflow
- Testing and exception handling
- Documentation and handoff
Scope and pricing are agreed before implementation. The process and its exceptions need to be understood before choosing a tool.
Discuss workflow automationOngoing technology support
Keep making practical improvements after the first project.
When it helps
You have a continuing list of technical improvements but need help making steady progress.
What the scope includes
- Five hours of technical improvements per month
- A shared work list
- A monthly progress review
Additional work is $150/hour with approval. Hours do not roll over; cancel before the next billing cycle. Hosting, subscriptions, and third-party fees are separate. Response windows and support coverage belong in the written scope.
Discuss ongoing technology support