THE PROCESS

From inquiry to live system

No black boxes. No months of silence. This is the typical engagement path from the audit request through delivery, handoff, and post-launch support.

Phase 1 at a glance

FIXED FEE
$4,500

Roadmap engagement before any build work begins.

TIMELINE
2 weeks

Discovery, audit, prototype, and blueprint delivery.

OUTPUT
Blueprint + proof of concept

Plus a fixed-price Phase 2 proposal if the fit is real.

Good fit

You have a real operational bottleneck, not just general curiosity about AI.

There is a business owner who can describe the workflow and make decisions.

You are willing to pay for scoping before committing to a larger build.

You need a system tied to operations, data, or internal workflows rather than a generic prototype.

Probably not a fit

You only want free brainstorming or broad strategy without implementation intent.

There is no owner, no budget range, or no path to an actual decision.

You need a full enterprise procurement motion before a scoped roadmap can begin.

The problem is still too vague to describe in terms of workflow, data, or ROI.

BEFORE WE START

Start Systems Audit

5 minutes

You fill out a short form that goes directly into the audit intake queue.

WHAT HAPPENS

I personally review completed submissions within 48 hours. If it looks like a fit, I'll reach out with a few clarifying questions or an invitation to a free 30-minute intro call.

We both decide if this is the right engagement. No pressure, no commitment.
PHASE 1THE ROADMAP — WEEK 1

We Map Your System Together

1–2 hour session

A focused video call where I interview your team about how things work today.

WHAT HAPPENS
Walk me through your current process, start to finish
Where does it break? Where do people get stuck?
What tools and systems are involved?
What does this cost you in time, money, or missed revenue?
If I built the perfect system, what would your day look like?
I now have a complete picture of your operations, pain points, and the ROI of solving them.
PHASE 1THE ROADMAP — WEEKS 1–2

I Audit, Architect, and Prototype

5–8 working days

Heads-down time where I do the deep technical work.

WHAT HAPPENS
Map every data flow — where it comes from, where it goes
Identify integration points (APIs, databases, third-party tools)
Design the target architecture
Build one working proof of concept — the most valuable piece, end to end
Write the full technical blueprint document
A working prototype that proves the approach, and a blueprint that scopes what Phase 2 should deliver.
PHASE 1THE ROADMAP — END OF WEEK 2

Blueprint Delivery & Phase 2 Proposal

1-hour presentation

A structured walkthrough of everything I found and built.

WHAT HAPPENS
Here's what your system looks like today (the current state)
Here's what I'm proposing to build (the target architecture)
Here's the working proof of concept (proof it works)
Here's the fixed price and timeline for Phase 2
You now have everything you need to make a decision. If you stop here, you keep the blueprint and the prototype. No strings attached.
PHASE 2THE BUILD

Milestone-Based Implementation

2–16 weeks depending on scope

You review real, working progress every two weeks. Never months in the dark.

WHAT HAPPENS
The project is broken into 2-week milestones
Each milestone has a defined deliverable and a review checkpoint
You see the system working incrementally — not just at the end
Integration with your existing tools happens during the build, not after
A production-ready system, built exactly to the Phase 1 blueprint.
PHASE 2THE BUILD — FINAL MILESTONE

Launch, Handoff & Knowledge Transfer

Final week of Phase 2

Your system goes live and your team knows how to operate it.

WHAT HAPPENS
Integration testing in your production environment
Knowledge transfer session — I walk your team through the system
Full technical documentation delivered
Monitoring and alerting confirmed operational
The system is yours. Fully documented, fully operational, fully understood by your team.
AFTER LAUNCH

Post-Launch Support

30–60 days included

I'm still available after launch to catch anything that surfaces in the real world.

WHAT HAPPENS
Bug fixes and edge-case handling
Performance tuning based on real production data
Optional monthly retainer for ongoing optimization
Confidence that the system holds up under real conditions — not just in a demo.

Trust & Security

How your data and infrastructure are handled throughout the engagement.

Deployment is scoped to your requirements

Cloud, local, or hybrid patterns are evaluated per project. The deployment model is chosen against your operational and security constraints, not assumed in advance.

Scoped access only

I only access what the project requires. Read-only where possible. Access boundaries and removal expectations are defined during the engagement.

Data handling is defined up front

Client data is not repurposed by me for model training. Any third-party processing, retention, or environment constraints should be scoped explicitly during architecture and security review.

You own everything

All code, documentation, architecture, and data artifacts are yours. No vendor lock-in, no proprietary dependencies.

Decision gates

The process is structured to reduce risk before either side commits to the next level of work.

CHECKPOINT 1

After the audit request

I review the submission and decide whether it is worth moving into a real roadmap conversation.

CHECKPOINT 2

After Phase 1

You keep the blueprint and proof of concept even if we do not move into Phase 2.

CHECKPOINT 3

Before Phase 2 starts

Scope, price, delivery checkpoints, and security constraints are defined before build work begins.

How long does Phase 2 take?

It depends on the complexity defined in your Phase 1 blueprint. Here are typical ranges:

2–4 weeks
Light Complexity

Alert system, single automation, webhook integration

4–8 weeks
Medium Complexity

Multi-source data pipeline, RAG system, agent workflow

8–16 weeks
Heavy Complexity

Enterprise platform with multiple UIs, orchestration, monitoring

Ready to start at Step 1?

Start the Systems Audit. I review every submission personally and respond within 48 hours.

Start Systems Audit