/ Engagement Guide

Here is exactly how we start working together.

Three services. One scope document. One invoice. Engagements run on a defined retainer — not a billable-hour guessing game.

No vague intake calls. No scope surprises mid-project. Every engagement follows a documented sequence — scoped at the start, tracked throughout, and closed on terms you agreed to.

Four steps, no detours

A predictable sequence from first call to active retainer.

Discovery call — 30 minutes, no intake form

01

You tell us where the friction is. We confirm which service lanes apply and whether the engagement makes sense for both sides. No pitch deck, no commitment.

Scope document — written, not verbal

02

We produce a one-page scope document covering deliverables, timelines, revision rounds, and fees. You read it, ask questions, sign it. Work starts after signature — not before.

Active engagement — hand off, track, receive

03

Each service lane runs on a defined workflow: VA tasks are logged and reported weekly; drafting projects track revision status in a shared document; growth work runs on a monthly sprint cadence.

Close or renew — your choice, on your timeline

04

At the end of each engagement term, you decide whether to close, adjust scope, or renew. No auto-rollover billing. No penalty for winding down. The relationship continues because it works.

— Scope, fixed at the start

If the project grows, we write a new scope addendum and you approve it before any additional work begins. No verbal expansions, no retroactive line items.

What you agreed to is what gets billed.

Every engagement includes a defined revision round count, a turnaround window, and a named point of contact. You know who to reach and when to expect a response.

Scope creep is a billing mechanism disguised as helpfulness. We document the boundaries before work begins so neither side is surprised at invoice time.

Ready to see the scope document in your inbox?

Book a 30-minute discovery call. We confirm the fit, draft the scope, and you decide. No retainer until the document is signed.