Scope offered
A 2–4 sentence scope.
Plain-English summary of what the engagement will deliver against the pain you described.
Pre-sales scoping
Sketch a proposal in 6 quick fields.
Tell us the vertical, the pain, the stack you already pay for, and what success looks like. Our assistant drafts a 3-section scope of work — scope, automations, expected metrics — that the founder edits on the discovery call before any retainer is signed.
Free · no commitment · dentist / brokerage / law firm only
What you get back
A 3-section scope, not a sales deck.
Automations
2–6 named builds.
Each automation has a title and a single-sentence description sized against your current tools.
Expected metrics
1–4 baseline / target rows.
Each metric carries a current state and a goal state — the things a compliance officer will want to see.
Sketch a proposal
Sketch a proposal
Six quick fields, and our assistant drafts the scope of work.
Step 1 of 6 · Vertical
- 1Vertical
- 2The pain
- 3Current stack
- 4Success criteria
- 5Budget band
- 6Timeline
Ready to ship it
Like the draft? Lock in the slot with a $500 retainer.
The discovery-sprint cost is the first invoice off the retainer. Refundable within seven days, billed through Stripe Connect, capped at one firm per cycle.