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What to Expect

From Kickoff to Results in 60-90 Days

No 6-month discovery phases. No 200-page strategy decks. You'll see working solutions and results you can show leadership within weeks.

Week 1-2

Discovery & Quick Wins

What happens: We map your current systems, identify data sources, and find the quick wins: automations or dashboards we can deliver fast.

Your involvement:

  • 2-3 hours of interviews with your team
  • Access to your systems (read-only is fine)
  • List of your top 3 reporting pain points

You'll receive:

  • Current-state assessment document
  • Priority opportunities ranked by impact
  • 90-day implementation roadmap
  • Quick wins identified (if applicable)
What you can expect: By the end of Week 2, you'll know exactly what we're building, why it matters, and when you'll see it working.
Week 4-8

First Solutions Live

What happens: We build your highest-priority dashboard or automation. You'll have something working you can show leadership. Not a PowerPoint, but a real tool your team can use.

Your involvement:

  • Weekly 30-minute check-ins
  • Feedback on prototypes and designs
  • Testing with your real data
  • Identifying edge cases and exceptions

You'll receive:

  • Working dashboard or automation
  • Connected to your live data
  • Initial training for key users
  • Feedback collection for refinements
What you can expect: By Week 6, you'll have a working solution you can demonstrate. Your team will start saving time. Leadership will see progress.
Week 7-12

Full Deployment & Handoff

What happens: We complete the full solution, train your team, and ensure you own it, not us. You'll have documentation, know how to make changes, and have a clear path forward.

Your involvement:

  • Team training sessions (2-3 hours total)
  • User acceptance testing
  • Rollout to broader team
  • Feedback on final documentation

You'll receive:

  • Complete solution deployed and tested
  • Team fully trained to use and maintain
  • Documentation and admin guide
  • 30-day support included
What you can expect: By Week 12, the project is complete. Your team owns the solution. You're saving hours every week. And you know exactly how to get help if you need it.

After Launch: Optional Ongoing Support

Most clients don't need us after handoff. That's the point. We train your team to own and maintain the solution. But if you want continued optimization, we offer monthly retainers.

Standard Support

$2,000/month

  • Performance monitoring
  • Up to 5 hours of enhancements
  • Priority email support
  • Monthly optimization review

Growth Support

$4,000/month

  • Everything in Standard
  • Up to 15 hours of enhancements
  • New dashboard/automation requests
  • Quarterly strategy sessions

Ready to stop drowning in spreadsheets?

In 30 minutes, we'll identify your top 3 opportunities and give you a realistic timeline and investment range. No pressure, no obligation.

Schedule Your Free Assessment