Who You'll Meet
Process & Timeline
- Intro Discovery CallA high-level conversation: the problems you are trying to solve, and whether we can help.
- Technical DiscoveryDetailed Q&A about how things work today and the outcomes you need.Within 2-3 days of the intro call
- Ballpark Estimate ReviewInitial scope and a budget, workshopped together. Nothing signed; the question is whether the approach and economics hold up.Within 2-3 days of technical discovery
- Custom Platform DemosOne or more tailored walkthroughs of the platform built around your workflows and needs, with a detailed agenda developed together in advance, and all stakeholders attending.Typically within 2-3 weeks of the ballpark estimate review
- References, Validation, & Final SOW ApprovalClient references are shared, technical details are validated, and the ballpark is sharpened into a more detailed SOW for sign-off.Typically within 1-2 weeks of the demo presentation
Agenda
- The problems you want to solve
- Your budget and how it is set
- How the decision gets made and who is involved
- Our approach and process
Outcomes
- Clarity on mutual fit, or a referral to a better-suited partner
- A plan for technical discovery, as a working session or a questionnaire


