What's included

Essential

$1,000+

2–3 weeks

Foundation through Activation — workflow audit, up to 3 automation builds, SOP documentation.

Start at Essential

Growth

$2,800+

4–6 weeks

Foundation through Activation — up to 7 workflows, CRM setup, project management setup.

Start at Growth

Partner

$5,500+

6–10 weeks

All seven phases — up to 15 workflows, full system build with retainer.

Start at Partner

All prices are starting rates. Final pricing is scoped during a discovery conversation.

Service options

Choose the specific service that fits your needs. Each option includes tiered deliverables.

Workflow Audit & Design

Typical timeline: 1-2 weeks

Essential

$600+1 week

Current state workflow map(Up to 3 processes)
Pain point analysis
Recommended workflow design

Also includes

▸PDF report
▸1 revision round

Start at Essential

Growth

$1,200+2 weeks

Current state workflow maps(Up to 7 processes)
Pain point analysis with time/money quantification
Recommended workflow designs
Tool integration recommendations
Priority implementation roadmap

Also includes

▸PDF + diagram files
▸2 revision rounds

Start at Growth

Partner

$2,200+3 weeks

Comprehensive workflow audit(All processes)
Pain point analysis with ROI calculations
Designed workflow system
Tool stack assessment and recommendations
Implementation roadmap with milestones
SOP documentation framework
Team training guide

Also includes

▸PDF + diagram files + editable templates
▸Unlimited revisions
▸30-day follow-up

Start at Partner

Phased breakdown

Each tier includes specific phases of our Momentum Framework. Select a tier to see what's included.

Phase deliverables are scoped during discovery. Start a conversation to learn more.

Compare tiers

See exactly which phases are included at each tier level.

Phase	Essential	Growth	Partner
1. FoundationDiscovery, research, and strategic clarity — establishing ground truth before any decision is made.	Included	Included	Included
2. IdentityTranslating strategy into visible and verbal form — brand systems, visual identity, website structure.	Not included	Included	Included
3. CommunicationDefining the voice, messaging, and content systems — ensuring everything sounds like who you are.	Not included	Included	Included
4. ActivationTaking everything live — brand launch, website deployment, systems go-live, channel activation.	Not included	Included	Included
5. ExpansionGrowing reach and momentum — amplifying what works, extending into what serves your goals.	Not included	Included	Included
6. OptimizationRefining based on real performance — closing the gap between intention and results.	Not included	Not included	Included
7. EvolutionLong-term maturation — adapting to market shifts, audience changes, and new opportunities.	Not included	Not included	Included

How it works

Every engagement follows our methodology — from first conversation to lasting momentum.

1

Discovery

We start with a conversation — understanding your goals, challenges, and current state. No pitch, just listening.

2

Strategy

We develop a clear plan tailored to your situation — scope, timeline, deliverables, and expected outcomes.

3

Creation

We build what we planned — designs, systems, content, or code — with regular check-ins to keep aligned.

4

Delivery & Growth

We hand over everything you need, make sure it works, and stay available for ongoing support as you grow.

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Automation Workflow Redesign

An illustrative automation blueprint for a professional services team that needs clearer handoffs, less repetitive administration, and systems people can operate confidently.

Illustrative concept—not client work

Example industry: Professional services

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