How it works
From first call to delivered document
Six steps, in the same order for every review and plan. The delivery date is written into your proposal.
- 1
Intro call
A free 20-minute video call. You describe the business and what you want reviewed; we say whether we can help and which service fits.
Day 0 - 2
Written proposal
You receive the scope, a fixed price, and a delivery date by email. A proposal is valid for 14 days.
Within 1 business day of the call - 3
Payment
You pay the invoice by bank transfer (ACH or wire) or card. Work is scheduled once payment is received.
Work starts within 2 business days - 4
Kickoff call
A 45-minute call to agree what we look at. You send the documents on our checklist within 2 business days.
Delivery clock starts - 5
Delivery
Your report or plan arrives by email as a PDF on the stated date. A walkthrough call follows, where we go through it page by page.
5–12 business days from kickoff - 6
Revision
If something is unclear or needs correcting, you get one round of revisions within the original scope.
Within 14 days of delivery
What we ask you to send
- Your current price list or rate sheet
- A recent month of schedules or job lists
- Sample quotes and invoices
- Any reports you already use
- A short list of who does what
What we never ask for
Passwords, bank logins, or access to your payment accounts. Documents are used only for your engagement and kept confidential.
Delivery times
When you receive each deliverable
Times are counted in business days from the kickoff call. If your documents arrive later than 2 business days after kickoff, the delivery date moves by the same number of days.
| Service | What you receive | Delivered |
|---|---|---|
| Operations Review | Findings report, PDF, 12–18 pages | 8 business days from kickoff |
| Process Change Plan | Change plan, PDF, 20–30 pages | 12 business days from kickoff |
| Focused reviews | Written review, PDF, 4–8 pages | 5 business days from kickoff |
| Written Procedures | Procedures as editable documents | 7 business days per set of three |
| Individual Consultation | Written notes and action items | 2 business days after the call |
| Monthly Advisory | Written progress note | Last business day of each month |
Tell us what you want reviewed
Start with a free 20-minute call. You get a written proposal with a fixed price and a delivery date within 1 business day.