Phase 2: Implementation Packages
We build the systems your assessment identifies.
Most clients start with a Margin Method Assessment to identify exactly what needs to be built. Already have a clear scope? These packages work standalone too. Learn about Assessment →
Quick Wins
Typically 2-4 weeks
- ✓We tackle your 2-3 biggest time-drains first
- ✓Written documentation for each workflow
- ✓Video walkthrough (Loom)
- ✓30-day support period
Foundation
Typically 6-12 weeks
- ✓CRM/pipeline optimization or setup
- ✓Project management system
- ✓5-7 key workflows connecting systems
- ✓Full documentation (SOPs + videos + diagrams)
- ✓Role-based training sessions
- ✓60-day support period
Best for: Businesses ready for real infrastructure
Typical payback: 3-4 months · Saves $50K+/yr
Book Free Discovery CallFull Transform
4-6 months typical
- ✓All 7 domains addressed comprehensively
- ✓Everything from Foundation
- ✓Strategic roadmap for continued growth
- ✓Bi-weekly check-ins during engagement
- ✓90-day support after completion
- ✓Structured retainer transition
Best for: Complete transformation
Typical payback: 4-6 months · Saves $100K+/yr
Book Free Discovery CallWhat's Included in Every Package
Built & Tested
Working workflows deployed to your systems
Documented
Written SOPs and video walkthroughs
Training
Role-based sessions for your team
Support
24-48 hour response during support period
Ongoing Support (Retainers)
Keep your systems running smoothly after implementation
Maintenance
Monitoring, fixes, minor adjustments, email support
Growth
+ 1-2 new workflows/month, monthly optimization call
Partner
+ Significant build capacity, weekly calls, priority response
Learn More About Our Approach
“A smart, curious team with a strong sense of how businesses can grow more intentionally.”
— Alyse Powers, VP of Events, Red Seat Ventures
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