Process
How we run engagements — predictable, transparent, and built for the long term.
We have done this enough times to make it boring. Here is exactly what to expect when you bring us in.
Week 1
Discovery, access, tooling audit
A 30-minute discovery call. Read-only access to relevant systems. We map out current tools, integrations, gaps, and goals. By end of week you have a scoped proposal in hand.
- Stakeholder intro and goals
- Read-only access to QuickBooks / Xero / ESP / ad accounts
- Tooling and integration audit
- Scoped proposal within 48 hours of audit
Weeks 2–4
Cleanup, baseline reports, kickoff
Engagement starts. We catch up books if needed, build baseline reports, set up brand standards, configure ESP, and kick off content pipelines. Your Account Lead and dedicated channel are live.
- Catch-up bookkeeping (if needed)
- Baseline P&L, balance sheet, KPI dashboard
- Brand book audit or build, asset library setup
- ESP authentication, integrations, segments
- Content voice guide and first editorial calendar
Weeks 5–8
First close, first campaigns, first deliverables
First monthly close ships with full report package. First paid campaigns and SEO work go live. First journey flows turn on. Content rolls out on calendar. Brand reviews running on 24–48 hour SLA.
- First monthly close + report package
- Paid campaigns and SEO foundations live
- Welcome flow and first journeys live
- First content pieces shipped
- Brand review SLA running 24–48 hours
Ongoing
Weekly check-ins, monthly reviews, quarterly business reviews
A predictable cadence. Weekly async check-ins. Monthly review call with finance and marketing in the room. Quarterly business review to set goals for the next 90 days.
- Weekly async check-ins
- Monthly close by the 10th of the month
- Monthly review call
- Quarterly business review with leadership
Ground rules
A few principles we run every engagement on.
You own your accounts
You hold the keys to QuickBooks, GA4, Klaviyo, and every other tool. Access is revocable any time.
Plain language reports
No jargon, no acronym soup. If a metric matters, we explain it.
No surprises
Scope, fees, and timelines documented up front. Anything new goes through a written change order.
NDA standard
Mutual NDA on every engagement. Encrypted file exchange. SOC2-aligned procedures.
Month-to-month
30-day notice either way. We earn the relationship every month.
One Account Lead
A named human owns your file. You do not get routed through ticket queues.
Start the conversation
Contact us to get started.
Tell us what is on your plate. We will come back with a 48-hour scoped proposal after a short audit.