We build the operation, train your team, and hand it over. From then on it runs in-house.
A one-time, fixed-scope project. We build the CRM, pipeline, content engine, processes, and documentation on tools you control, then transfer it all to your people.
What Build leaves you with
On tools you control, documented, and run by your team.
Built on tools you control
Standard apps, your accountsWe build on standard apps you already use or that we recommend, never on our engine. You keep every tool.
Documented and trained
Runbooks your team runsWritten procedures and runbooks, and your team trained to run them, so the operation works without us in the room.
Run by your team
In-house from handoverAfter a documented handover, your team operates it without us. The exit is clean by design.
With Build, your team takes over. With Run, we run it.
- Tools
- Standard apps you keep
- Operation
- Built on your side
- Team
- Trained in-house
- Our engine
- Never required
In-house, end to end
1. Scope.
- Source
- Your Plan roadmap
- Deliverables
- Fixed and itemized
- Fee
- Fixed, never hourly
- Revisions
- Defined rounds
Agreed before any build begins
2. Build.
- Sales
- Marketing
- Sourcing
- Operations
- Technology
- Finance
Built on standard tools you control
3. Train.
- Sessions
- Hands-on, role by role
- SOPs
- Written for each process
- Runbooks
- Step-by-step
- Transfer
- Know-how, not just access
Your team can run it without us
4. Hand over.
- Date
- Defined, on the calendar
- Access
- Fully transferred
- Docs
- Complete and current
- Teaching
- Time-boxed, after handover
Your team runs it from here
What you get
Systems on your stack
CRM, pipeline, content engine, and processes built on standard tools you control, not on an engine we keep.
Documented processes and SOPs
The operating procedures and runbooks that make the operation repeatable without us in the room.
A trained team
Your people learn to run what we built through working sessions, so the capability stays in-house.
A bounded post-handover enablement window
Teaching sessions after the transition, inside a defined window.
Build is not for you if
- You want the service run for you indefinitely (that is Run)
- You have no one in-house to take it over
- You are pre-revenue and the operation is not yet defined
Build fits you if
- You want the capability in-house, run by your team
- You have a team that will operate it
- You have a Plan or a clear scope to build against
From Operator to Strategist
Every engagement starts with a Plan. From there we Build it, or we Run it.
Plan
We diagnose how you run, then hand you a blueprint you can act on
We review how the six services run today, then sequence the work into a plan you keep. The Plan ends here for some owners; for others it scopes the Build or the Run.
Which package fits?
Diagnostic and roadmap across the services relevant to your business. The blueprint is yours to keep.
- Diagnostic interviews and tooling inventory
- Written gap analysis
- Sequenced roadmap with per-workstream owners
- Implementation blueprint
Scoped to your business
ExploreWe construct, train, and transfer an operation your team runs. One-time, fixed scope.
- Scoped from your Plan
- Fixed fee with defined revision rounds
- Built on tools you control
- Team training and full documentation
- Bounded enablement window after handover
Scoped from your Plan
Talk to UsUp to six services in continuous operation on one cadence. One accountable team. Monthly retainer, scaled to the services we run.
- Sales, Marketing, Sourcing, Operations, Technology, Finance
- Daily briefing + inbound routing
- Weekly 1-hour checkpoint + written summary
- Monthly MBR + quarterly QBR
- 6 or 12 month commitment (12 is standard)
- Exit handover available as a Build
Sized to the services we run
ExploreSend us a brief on what you want run in-house.
The operation you want in-house, the team that will run it, and what you have today. We reply within one business day with a fit assessment and a proposed first step.