process
How an engagement runs.
Six phases from "first call" to "90 days after handoff." This isn't theoretical; it's what every engagement I run looks like. The shapes change; the structure doesn't.
- phase_01
intro & fit
1 call · 30 minWe have a structured conversation. I want to understand the org, the agent ambition, the constraint, the timeline. By the end we know whether we have a fit and which service maps to your problem. Free.
deliverable: Fit memo (one page, my notes, shared with you within 24h)$ ls -la phase_1/intro_call_notes.mdfit_memo.pdf - phase_02
scoping
1–2 weeks · async + 1 callIf we move forward: I review what you've built, where you are on the agent stack, what's actually in production. I run my readiness assessment in detail. You see how I think and decide whether to keep going.
deliverable: Scoped engagement proposal: milestones, deliverables, capped T&M or fixed price$ ls -la phase_2/readiness_assessment.mdscope_proposal.pdf - phase_03
kickoff
1 day · on-site or remoteFull team alignment. We map the stack, the people, the risks, and the wins worth chasing first. Output is a 90-day plan with explicit roles. This is when the engagement officially starts.
deliverable: Kickoff deck + 90-day plan + roles + risk register$ ls -la phase_3/kickoff_deck.pdf90_day_plan.mdrisk_register.csv - phase_04
build · pair · advise
varies · 2–10 weeksThe actual work. Embedded pairing if it's a build sprint. Weekly working sessions if it's advisory. Bi-weekly written check-ins regardless. I'm in your stack, in your Slack, in your repos.
deliverable: Whatever the milestones said. Tested, documented, owned by your team.$ ls -la phase_4/pull_requests/framework_docs/weekly_notes/ - phase_05
handoff
1 weekI leave you with documentation your team can extend, not just deliverables. Working session with the eng + ops team that'll keep running things. Recorded so future hires can onboard from it.
deliverable: Handoff doc + recorded walkthrough + 30-day check-in scheduled$ ls -la phase_5/handoff.mdwalkthrough.mp4next_steps.md - phase_06
follow-through
30/60/90 daysI check in. Not as a billable advisor, but as someone who cares whether the thing worked. Most clients turn into an ongoing relationship, but only if it makes sense.
deliverable: Check-in calls + optional retainer conversion$ ls -la phase_6/30day_review.md60day_review.md90day_review.md
ready_to_start
The phase_01 intro call is free. Thirty minutes. No deck.
$ book the intro call