Process

The blueprint is built in versions, reviewed with you, reissued until it is right.

It begins with a forty-five minute call. Bring whatever you have built. From there we run a customized Scoping Discovery Document and a context exchange, then write the blueprint in the open.

The call

Forty-five minutes to a direct read

You will hear what is feasible, what will break, and what it is likely to be worth. If it is not a fit, you hear that on the first call rather than the fifth.

The intake

A Scoping Discovery Document, built for your business

A 45 to 60 minute intake built for your business, where unknown is a useful answer. Then a context exchange of documents, screen shares and calls, so the practice comes out, not just the policy.

The blueprint, in versions
v0.1

Skeleton

The shape of the system, with every open question named.

v0.5

Working draft

Agents specified, integrations mapped, gaps still listed.

v0.9

Review draft

Reviewed with you line by line, remaining unknowns flagged.

v1.0

Final

The blueprint you own, each version carrying its own open questions.

Requirements tiers

Must, should, like, and the never-automate list

Must

The work that fails without it. Non-negotiable.

Should

Strong value, sequenced after the musts.

Like

Worth doing when the layer already exists.

Never automate

The carve-outs a person keeps, on purpose.

The two build routes

At the end you decide. Build it in-house, hand it to your vendor, or build it with us. Both answers are real outcomes, and the blueprint works the same way whoever holds it.

We would rather say no on the first call
than three weeks into a blueprint neither of us should have started.

The foundation for success

It all starts with one call, and it costs nothing.

Max runs the first pass of exactly this process right now. Describe your business, and we will take it from there into a full scoping engagement and a blueprint you own.

See what you get