Begin with a conversation
Tell me what you want to improve. The first conversation is free, and we decide together whether a closer review would help.
Working together
The first conversation is free. A deeper assessment, implementation, and ongoing support each have an agreed scope and fee.
Request a free conversationTell me what you want to improve. The first conversation is free, and we decide together whether a closer review would help.
A separately quoted review gives you written findings, clear priorities, and an estimate for putting the recommendations into practice.
Choose a defined project or ongoing support. Deliverables, fees, responsibilities, and availability are agreed before the work begins.
Your paid assessment
The question to answer, information and people included in the review, meetings, delivery date, fee, and any follow-up or revision boundary.
The relevant parts of your message, marketing, inquiry process, systems, or operations. We choose the inputs around your goal rather than reviewing everything by default.
A digital document explaining the findings, prioritized recommendations, dependencies, an implementation estimate, and projected impact and value with the assumptions behind those estimates.
We agree how you receive and review the recommendations. You can act on the plan with your team or choose a separately scoped implementation project. We confirm the final project price before starting. Any ongoing role has its own responsibilities and availability.
Illustrative assessment excerpt · Home-staging business
This is a sample format, not an assessment completed for a client or a forecast of results.
Goal
Use a simple pipeline to record the owner and next step for each inquiry. Configure the tool only after agreeing on the actual process.
Dependency: Someone must own responses and keep the record current. Projected value would depend on existing inquiry volume and conversion data.
Choose the level of help you need
Every engagement is shaped around your goal, budget, and the time needed to do the work well. Each stage has its own agreed scope and price.
A defined review, written findings, prioritized recommendations, and an implementation estimate. You can use the plan with your own team or choose further help.
Hands-on work with clear deliverables, responsibilities, a schedule, and an agreed fee. Examples include a website refresh, a campaign, or an inquiry-follow-up system.
Recurring work such as campaign management, website maintenance, reporting, or agreed administration. We set the workload, availability, response expectations, review dates, and fee in advance.
You choose each next step. Advertising, software, specialist production, and other outside costs are separate and approved before spending.
Boundaries and costs
Each agreement specifies deliverables, planned time or responsibility, response expectations, reporting, review points, and what would require a separate quote.
Advertising spend, software subscriptions, specialist production, and other expenses are separate from my service fee and identified in the proposal. We agree who approves spending and owns the accounts and finished assets.
Every engagement is custom priced. The work, budget, schedule, and my available capacity determine what I can commit to. Ongoing support covers the agreed responsibilities and availability; additional work is scoped separately.
Projected impact is an estimate based on stated assumptions. Reporting reviews what actually happened.
A free first conversation
Tell me about your organization and the project or recurring work that needs attention. The first conversation is free.
Request a conversation