How it works
Seven steps, each one in writing
Every engagement follows the same path, so you always know what is agreed, what it costs and what has been delivered.
1
Consultation.
Tell us what you need through the intake form, by email or by phone.
We ask about your business, your goals, and which of the CMO, COO and CFO roles you need. Nothing you share commits you to anything.
2
Written scope and price.
We target a written proposal within 3 business days after we receive a complete brief. If more scoping is needed, we send a timing update within that period.
The proposal identifies the services, responsibilities, fees or fee calculation, payment dates, service period and delivery milestones. It names the contracting provider and the billing entity. Any contingent fee is stated with its percentage or calculation base and the event that makes it payable.
3
Your authorization.
You authorize the proposal in writing before any work is scheduled.
Recurring charges apply only when you expressly authorize them. Advertising spend and any third party costs are identified and authorized separately from our fees.
4
Invoice.
We invoice on the payment dates your proposal sets.
Invoices show our fees separately from any advertising spend or approved third party costs. Invoices list the accepted payment methods, and choosing one of them never adds a fee.
5
Assigned work and progress updates.
Your work is assigned, and you receive progress updates through the agreed reporting period.
We tell you in writing if access, approvals or materials we need from you are holding up a milestone.
6
Milestone delivery.
A milestone is complete when its agreed work has been performed and the related files, links or account access have been made available to the client.
Our delivery summary identifies what was completed and where it can be accessed. Ongoing work continues through its agreed service period.
7
Review and corrections.
You review each milestone, and we correct anything that materially misses the accepted scope.
We target corrections within 10 business days after we receive enough detail and the access we need, and agree a written schedule for more complex corrections. Correcting work that misses the accepted scope carries no additional service fee.
What you receive at delivery
A written delivery summary
Each completed milestone comes with a written delivery summary. Sending an invoice, a payment receipt or a summary does not by itself complete a service; the work and the access to it do.
- What was completed, milestone by milestone
- Where it can be accessed: the files, links or account access made available to you
- For ongoing work, the service period it covers
Dates and changes
Set in your proposal, not on this page
Milestones and dates
Each accepted proposal sets service specific milestones and dates. Ongoing work follows its agreed service and reporting period. The proposal also lists any access, approvals or materials we need from you.
Scope changes and additional charges require your written agreement.
These terms apply to new engagements. Existing signed agreements continue to govern current engagements.
Read our service delivery policy and refund and cancellation policy.