How we work
Our approach
Each engagement is structured around a decision, with written scope, clear checkpoints, and a handoff your team can use.
Engagement stages
What happens after the first conversation?
- 01
Frame the decision
Identify what needs to be decided, who owns the choice, what is already known, and what limits the timeline. Confirm the scope, fee, and milestones in writing.
- 02
Gather and test evidence
Review the agreed sources and client inputs. Use interviews, workflow mapping, or market research where they support the question. Record any constraints on the analysis.
- 03
Compare options
Build a short list, test assumptions, and examine operating implications. Review the tradeoffs with the people responsible for the decision.
- 04
Plan the handoff
Provide the agreed deliverables and review the next actions, owners, dependencies, and checkpoints with your team.
Before you engage
Common project questions.
How is the final project fee determined?
We price the scope after discussing the decision, the number of stakeholders, the evidence needed, and the deliverables. Your written proposal states the final fee and any payment milestones.
How do we share confidential information?
Agree the appropriate access and transfer method before sending sensitive records. The project agreement or a separate confidentiality agreement governs how we handle that material.
Can we change the scope after the project begins?
We review the requested change with your project sponsor and confirm the implications for deliverables, fees, and timing in writing before the additional work begins.
Who implements the recommendations?
Your team makes implementation decisions. When implementation support is part of the engagement, the proposal describes what we will do and what remains with your team.
How do we pay an invoice?
Open the secure Shopify checkout link in the invoice email. It shows the agreed amount and payment methods available for that invoice.