process
How an engagement runs.
Six phases, from the first call to 90 days after handoff. Every engagement I run follows this structure, though the work inside each phase changes.
- phase_01
intro & fit
1 call · 30 minA structured, free conversation. I ask about your organization, what you want agents to do, what's in the way, and your timeline. By the end we both know whether there's a fit and which service matches your problem.
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 sit on the agent stack, and what's running in production, and I run my full readiness assessment. You see how I think before you 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 remoteThe engagement officially starts here, with the full team. We map the stack, the people, the risks, and the first wins worth chasing, and write a 90-day plan with named roles.
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 work itself: embedded pairing for a build sprint, weekly working sessions for advisory, and written check-ins every two weeks either way. I work inside your Slack and your repos.
deliverable: Whatever the milestones specified, tested, documented, and owned by your team.$ ls -la phase_4/pull_requests/framework_docs/weekly_notes/ - phase_05
handoff
1 weekI leave documentation your team can extend, and run a working session with the engineering and ops people who will keep the system running. I record it 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 at 30, 60, and 90 days, unbilled, to see whether the work held up. Most clients continue into an ongoing relationship when it makes sense for them.
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 and takes thirty minutes, with no deck.
$ book the intro call