How We Work

Zero Mystery About What Working Together Looks Like

Clear timelines, transparent communication, specific deliverables. You're hiring an expert for defined outcomes-not a retainer agency requiring constant management.

At a Glance

What to Expect

Collaborative but not high-maintenance. Strategic but action-oriented. Expert guidance without hand-holding.

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Discovery to Delivery

From initial 30-minute call to final deliverable handoff in 2-8 weeks, depending on service

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Communication

Slack or email with 24-hour response time. Regular check-ins based on engagement timeline

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Your Involvement

Minimal time commitment: provide access, answer questions, review deliverables-we handle the rest

The Process

How an Engagement Unfolds

Five phases from discovery to deliverable handoff, with clear expectations at each stage.

01
30 Minutes

Discovery Call

A 30-minute video conversation to understand your specific challenges, determine service fit, and answer any questions you have about working together.

  • Discuss where your content/marketing currently falls short
  • Clarify what you're trying to achieve (pipeline, win rate, sales cycle)
  • Determine which service best addresses your needs
  • Answer questions about process, timeline, and pricing
  • Book directly via calendar link-no forms or gatekeeping
02
48 Hours

Proposal & Kickoff

Within 48 hours of our call, receive a detailed proposal with scope, timeline, deliverables, pricing, and payment terms. Kickoff is scheduled immediately after agreement.

  • Clear scope of work with specific deliverables
  • Project timeline with milestone dates
  • Transparent pricing (no hidden fees or scope creep)
  • Payment terms: 50% upfront, 50% at completion for most engagements
  • Kickoff call to confirm details and gather initial access
03
Varies

Engagement Phase

The core work happens here. Timeline and check-in frequency vary by service, but communication stays consistent throughout.

Service-Specific Timelines:
  • AI Extractability Audit: 2 weeks with weekly check-ins
  • Decision Friction Audit: 3 weeks with midpoint review
  • Full Content System: 8 weeks with bi-weekly milestone reviews
  • Strategic Advisory: Monthly ongoing with quarterly planning sessions
  • Regular progress updates via Slack or email
  • Scheduled check-in calls at key milestones
  • Quick questions answered within 24 hours
  • Draft deliverables shared for preliminary feedback
  • Transparent about any roadblocks or timeline adjustments
04
1 Week

Deliverable Review

Present comprehensive findings and recommendations in Google Docs format. Walk through key insights, answer questions, and refine based on your feedback.

  • Detailed documentation of findings and analysis
  • Prioritized recommendations with implementation guidance
  • 60-minute presentation call to walk through deliverables
  • One round of revisions included in base pricing
  • Additional revision rounds billed hourly if needed
05
30 Days

Handoff & Implementation Support

Transfer ownership of deliverables, provide implementation guidance, and offer 30-day support window for questions as you execute recommendations.

  • Implementation roadmap with prioritization framework
  • Technical guidance for executing recommendations
  • 30-day support window for questions via email
  • Optional: implementation partnership for hands-on execution
  • No ongoing commitment required unless you choose advisory retainer
What to Prepare

What You'll Need to Provide

We make this easy. Most clients can gather everything in under an hour.

Required

Essential Access & Information

  • Website analytics access (Google Analytics, Plausible, etc.)
  • List of 3-5 primary competitors
  • Top 3-5 objections you hear from prospects
  • Any existing positioning/messaging documents
  • Access to published content (blog, resources, landing pages)
Helpful (If Available)

Additional Context

  • Sales call recordings or transcripts (even 2-3 is useful)
  • Customer support tickets or common questions
  • Previous marketing/content audits or strategy docs
  • Product documentation or technical specs
  • Examples of competitors' content that resonates with buyers
Internal

Team Involvement

  • 30-minute kickoff call with key stakeholders
  • 1-2 async check-ins during engagement
  • 60-minute presentation call for deliverable review
  • Access to SMEs for technical questions (if needed)
  • Final approval from decision-maker on recommendations
Timeline

When We Need What

  • Analytics access: within 24 hours of kickoff
  • Competitor/objection list: before kickoff call
  • Sales recordings: within first week (if available)
  • Additional context: as questions arise during engagement
  • Review feedback: within 3-5 business days of draft delivery
Logistics

Communication & Working Preferences

How we stay in sync without creating unnecessary overhead.

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Communication Channels

Your choice: Slack (dedicated channel) or email. Video calls scheduled for kickoff, mid-project check-ins, and final presentation. Response time within 24 hours for non-urgent questions.

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Deliverable Format

All deliverables in Google Docs for easy collaboration and commenting. Includes executive summary, detailed findings, prioritized recommendations, and implementation guidance. You own all work product.

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Revision Policy

One comprehensive revision round included in base pricing. Covers clarifications, additional analysis, or adjusted recommendations. Additional rounds billed at hourly rate if needed.

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Confidentiality

Standard NDA signed before engagement begins. All client data, competitive analysis, and strategic recommendations remain confidential. We never share case study details without explicit permission.

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Payment Terms

Most engagements: 50% upfront, 50% at completion. Larger projects may split into milestone-based payments. Invoice via email, payment via bank transfer or credit card (Stripe).

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Timeline Adjustments

If scope changes or unexpected complexity arises, we discuss timeline/pricing adjustments transparently before proceeding. No surprise bills or scope creep-you approve all changes first.

After the Engagement

What Happens When We're Done

No ongoing commitment required-though many clients return for quarterly audits or advisory support.

When the engagement ends, you own all deliverables and can execute recommendations independently. We provide a 30-day support window for implementation questions, but there's no ongoing commitment or retainer required.

Many clients choose to return quarterly for audits (checking if strategic visibility is improving, identifying new friction points, tracking AI citation growth). Others bring us back for specific projects as new challenges arise. Some engage us for ongoing advisory support on a monthly retainer basis.

  • 30-Day Support Window: Email questions about implementation, clarifications on recommendations, or tactical guidance-no additional charge
  • Quarterly Audits: Many clients schedule follow-up audits 90 days after initial engagement to measure progress and identify new opportunities
  • Project-Based Return: Come back for specific needs (new product launch, competitive shift, category repositioning) without ongoing commitment
  • Advisory Retainer: Monthly strategic support with dedicated Slack access, quarterly planning sessions, and priority response time
  • Implementation Partnership: If you want hands-on execution help, we offer implementation support separately from strategic audit work
Setting Expectations

What We Do & Don't Do

Clear boundaries make for better partnerships.

What We Do

You Can Expect From Us

  • Strategic diagnosis that identifies root causes, not surface symptoms
  • Honest, direct feedback even when it challenges current assumptions
  • Prioritized recommendations tied to business outcomes
  • Clear implementation guidance you can execute independently
  • Transparent communication about timeline and any issues
  • Quick responses to questions (within 24 hours)
  • Expertise in B2B SaaS decision-level marketing and AI-era visibility
  • Deliverables you can reference and use long after engagement ends
What We Don't Do

Not Our Scope

  • Require constant meetings or check-ins-we respect your time
  • Generate generic recommendations you could Google yourself
  • Sell you tactics before understanding strategic positioning
  • Lock you into long-term retainers or ongoing commitments
  • Implement recommendations for you (unless separately scoped)
  • Act as full-time marketing team-we're strategic advisors
  • Work on industries outside B2B SaaS / services (where our expertise lives)
  • Promise specific ROI or pipeline numbers-too many variables outside our control

Ready to Get Started?

Book a 30-minute discovery call to discuss your challenges, determine service fit, and see if working together makes sense. No obligation, no sales pressure-just an honest conversation.

Book Discovery Call