Workflow Map
A clear map from deposit capture to kickoff readiness, including web-build specifics for deposits, milestones, and change orders.
From scattered intake to kickoff-ready execution
- No more scattered intake and follow-up chaos across email, forms, and docs.
- No more ambiguous deposit, milestone, and change-order language.
- No more kickoff delays caused by missing requirements and approvals.
- Get a draft-first workflow that your team can review before anything goes live.
What you get in the Blueprint (~24h)
Includes a written walkthrough + 7-day async Q&A support.
Required fields
The minimum fields to collect at each stage so deals don’t stall (and you’re not chasing missing info).
Template Pack
Practical templates for deposit flow, kickoff readiness, milestones, and change-order communication your team can adapt.
Launch checklist
A simple end-to-end checklist to confirm the workflow works before you roll it out.
Written walkthrough + Q&A support
A clear written walkthrough plus a short Q&A window so your team can implement confidently.
How it works
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Share your current process (10-15 min)
You provide your current lead → proposal/SOW → deposit → kickoff flow through a focused intake prompt.
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Receive your tailored Blueprint (~24h)
You get the workflow map, field spec, templates, checklist, and acceptance test your team can implement.
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Choose: implement it yourself or book a 48h setup sprint
The $199 Blueprint fee is credited if you book the discounted 48-hour setup sprint within 7 days of delivery.
Trust and safety by default
- No passwords required. Work can be scoped without credential sharing.
- Least privilege. Only the minimum access needed for the agreed scope.
- Draft-first. You review the spec + templates before anything changes in your tools.
- Pause + rollback plan. If something looks off, we pause changes and revert cleanly.
- Minimal data. We only ask for what we need to deliver (no sensitive client data).
- Satisfaction guaranteed. Blueprint is refundable. If you book the setup sprint, we agree on 2–3 ops KPIs up front; if we can’t show improvement, we refund.
Placeholder social proof: this area is intentionally marked as a placeholder until approved logos/testimonials are available.
48h setup sprint ($999 case study rate)
If you want us to implement the Blueprint in your tools, we offer a discounted 48-hour setup sprint at $999 (normally $1,500) for case study partners.
Case study can be anonymized. We’ll ask for a 1–2 sentence testimonial and sanitized screenshots only (no client-sensitive data).
FAQ
What’s the difference between the Blueprint and the setup sprint?
The Blueprint is the spec + templates + launch checklist your team can implement (delivered in ~24h). The 48-hour setup sprint is where we apply the Blueprint in your tools and hand you a working, draft-first flow.
How does the 7-day credit window work?
The Blueprint costs $199. If you book the discounted 48-hour setup sprint within 7 calendar days of Blueprint delivery, that $199 is credited toward the sprint.
Can the case study be anonymized?
Yes. The release can be anonymized. Any screenshots are sanitized and exclude client-sensitive information.
What does “satisfaction guaranteed” mean?
If your Blueprint is missing promised components (workflow map, required fields, templates, launch checklist, written walkthrough), request a refund.
Do you guarantee revenue?
No — we don’t promise revenue outcomes (market + client behavior varies). We guarantee measurable process improvement.
What timeline should we expect?
Blueprint delivery is typically ~24 hours after intake is complete. The setup sprint is delivered over two business days.