Client Journey
How we work
1
Discovery
We start with a short discovery call or by reviewing your RFP/RFI to understand your context, goals, and constraints. When needed, we add a Project & Product Audit to get a deeper diagnostic before proposing any work.
2
Design
We co‑design the best way to move from where you are to where you want to be. This can mean a focused consulting engagement, an implementation project, PMO/Product Ops‑as‑a‑Service, team training and coaching, or a tailored mix of our productized packages.
3
Execution and support
We deliver the agreed work—consulting, implementation, ongoing PMO/Product Ops, quality workflows, or team training—and, when it makes sense, add Care Plans to keep outcomes, tools, and practices running smoothly and improving over time.
Who this is for
The clients that get the most value from working with us usually look like this.
Traditional or growing SMEs going digital
Small or midsize businesses (or independent professionals) with low–medium digital maturity and too many things still running on spreadsheets, email, or chat. They want to “go digital” but lack the time or internal structure to design and run the right setup.
Service-based organizations that already use tools, but need a delivery engine
Agencies, studios, or professional services firms that already use tools (CRM, PM software, maybe an ERP), but work still feels chaotic and hard to scale. They need consistent workflows, governance, and reporting, not just more apps.
Organizations looking for ongoing PMO / Product Ops and automation support
Larger or fast‑growing organizations with multiple teams or business units and a complex portfolio of projects and products. They want ongoing help to manage portfolios, products, and automation without building a large internal department.
FAQs
We are technology‑agnostic: we start from your goals and context, then choose the tools that make the most sense instead of pushing a single vendor. We often work with ERPs like Odoo, Work OS and project tools such as Monday.com, ClickUp, Asana, Trello or Jira, and automation platforms like Make, Zapier and n8n, always integrating them with your existing systems when it’s the best option.
We use fixed‑price packages and subscriptions, then adjust the final investment to your actual scope, complexity, and context. You always receive a clear proposal before committing.
Yes. We work remotely with clients in different regions and adapt scope, engagement model, and investment to their size, market, and team setup.
This lets us review your situation carefully, ask only the questions that really matter, and come back to you with a more precise recommendation or proposal. You can also book a free discovery call if you prefer to talk through your needs live.
Yes. The first 15–20 minute exploratory call is free. The goal is to understand your situation, share initial ideas, and see whether there is a good fit—no commitment required.
It is not a full consulting session or a time to solve the entire problem on the spot, but a focused conversation to define the best way to help you.
Yes. We work remotely with clients in different regions and adapt scope, engagement model, and investment to their size, market, and team setup.
Let's talk about your challenge
Share a brief description of your situation (context, goals, constraints) or upload a Request for Proposal (RFP) or Request for Information (RFI) so we can quickly understand what you need and suggest the best next step.
We can create the perfect
tailored solution for you
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