Your Roadmap

Four phases from first diagnosis to ongoing growth. Every engagement runs this path.

3–5 days

I analyse the business end-to-end so the design phase starts from facts, not assumptions.

Walk through your current operations, sales pipeline, marketing, and team workflows
Map every tool you currently use — spreadsheets, SaaS subscriptions, manual processes
Identify bottlenecks across operations, sales, marketing, delegation, and reporting
Score each area and surface the highest-leverage opportunities

Deliverable: Bottleneck report + 90-day action plan you can act on independently.

1 week

The system gets designed on paper first. Nothing is built before you approve the blueprint.

Choose the right tools for your team, budget, and existing stack (Notion, Coda, custom, hybrid)
Architect the data model: entities, relationships, automation triggers, integration points
Map every workflow — what enters where, who acts on what, what gets reported back
Spec out custom software (web/mobile) and automation pipelines if needed

Deliverable: System blueprint, tool stack, and scoped build plan you sign off on before work begins.

2–8 weeks

Implementation. Iterative, with weekly check-ins so you see progress instead of waiting for the big reveal.

Configure and populate your workspace — CRM, pipelines, SOPs, knowledge base, dashboards
Build any custom software — web app, mobile app, invoicing, booking, internal tools
Connect everything: API integrations, form-to-CRM webhooks, transactional email, briefing bots
Launch, train your team, hand over documentation and SOPs

Deliverable: Live system, trained team, full documentation, and a working operating layer for your business.

Monthly retainer

Software systems decay if no one tends them. The maintain phase keeps yours evolving with the business.

Monitor automations, fix breakages, adapt to API changes from third-party tools
Add new features and integrations as you grow — new pipelines, new dashboards, new automations
Monthly performance reports: what's working, what needs attention, where the bottlenecks moved
Quarterly system reviews to keep the architecture aligned with where the business is heading

Deliverable: A system that keeps working, keeps improving, and grows with the business.

Ready to start at Phase 1?

A discovery call gets your audit on the calendar.