The Process
How We Work
Every engagement follows a structured four-phase sequence — from first conversation through final delivery. No surprises on either side.
Phase 01
Consultation
Pre-engagement · Discovery & qualification
Receive inquiry — email, referral, or inbound contact
Initial discovery call — scope, timeline, and budget range
NDA signed before any sensitive information is exchanged
Deeper discovery session — goals, current state, deliverable expectations
Proposal drafted with high-level scope and pricing estimate
Phase 02
Onboarding
Agreement · Documentation · Access setup
W-9 exchanged for client vendor and tax records
MSA or project contract sent for review and signature
Scope of work finalized — deliverables, timeline, and revision limits
Payment schedule agreed and signed within the contract
Access handed off — credentials, brand assets, ad accounts, CMS
Phase 03
Development
Active work · Sprints · Reporting
Project initialized — tasks, milestones, and sprint map created in system
Kickoff call — priorities, comms cadence, and tools confirmed with client
Sprint cycles of 1–2 weeks with defined tasks and acceptance criteria
Weekly written update — completed work, blockers, and next steps
End-of-sprint review — feedback collected, next sprint planned
Scope changes documented and approved in writing before execution
Sprint Cycle · 1–2 weeks
A deposit is collected at the start of this phase — before any work begins.
Phase 04
Closeout
Delivery · Sign-off · Handoff
Final deliverables reviewed against the original scope of work
All assets and files delivered to client
Written client sign-off obtained — formal acceptance of completed work
Access and credentials returned or transferred to client
Final invoice issued per the agreed payment schedule
For ongoing needs, retainer arrangements are available after successful project completion.
Ready to begin
Start a Project
If this process resonates, we'd like to hear from you. The first conversation is always a discovery call — no commitment, no pitch.