I don't like surprises when I'm paying for something. I'm guessing you don't either.
One of the things that makes people hesitant about hiring a consultant is not knowing what they're actually going to get. The process feels opaque. You hand over money and then... stuff happens? Meetings, maybe? Hopefully something useful comes out the other end?
That's not how this works. I want you to know exactly what happens, week by week, before you spend a dollar. So here it is. The full timeline for both of my core offerings: the Flow Check and the Flow Rebuild.
Flow Check: The Starting Point
The Flow Check is a two-week engagement. It's designed to give you a clear, honest picture of how your business is actually running, where the friction is, and what to do about it. Think of it as a diagnostic. You wouldn't rebuild an engine without figuring out what's wrong first.
Before we start
We have a 30-minute intro call. This is free and it's genuinely just a conversation. I want to understand what's going on, and you want to understand whether I'm someone you'd actually want to work with. If it's not a fit, I'll tell you. If it is, I'll send over a simple agreement with the scope, timeline, and price.
Week 1: Discovery
This is where I learn your business.
I start with a longer conversation with you, usually 60 to 90 minutes. We go deep on how things work. Not the polished version, the real version. How does work come in? How does it get done? Who does what? Where do things get stuck? What have you tried? What's driving you nuts?
Then I talk to your team. Individual conversations, usually 30 to 45 minutes each. These are confidential, meaning I don't report back who said what. I'm looking for patterns, not gossip. I want to know what the work looks like from their perspective. Where do they feel friction? What slows them down? What information do they wish they had?
I also look at how information flows. What tools are you using? Where does data live? How do things get communicated? I'm not auditing your tech stack for fun. I'm trying to understand where communication breaks down and why.
By the end of week one, I have a pretty clear picture of how your business actually operates, as opposed to how you think it operates. There's always a gap. That gap is where the useful stuff lives.
Week 2: Analysis and Recommendations
I take everything from week one and make sense of it.
I map your core processes. I identify the bottlenecks, the redundancies, the places where things fall through cracks. I look at where your team's time is going versus where it should be going. I flag the structural issues versus the surface-level annoyances.
Then I put together the Flow Check report. This isn't a generic document. It's specific to your business, your team, your situation. It includes what I found, what I recommend, and a prioritized list of what to tackle first.
We go through it together in a 90-minute working session. I walk you through everything, you ask questions, we discuss what's realistic and what matters most. You leave with a clear picture and a concrete plan.
That's it. Two weeks, and you know exactly what's going on in your business and what to do about it.
Some people take the report and implement on their own. That's fine. It's designed to be actionable without me. But if you want help with the implementation, that's what the Flow Rebuild is for.
Flow Rebuild: Making the Changes
The Flow Rebuild is a longer engagement, typically six to eight weeks, depending on the scope. This is where we take the findings from the Flow Check and actually fix things.
Weeks 1-2: Planning and Prioritization
We take the Flow Check recommendations and turn them into a real project plan. Not everything gets fixed at once. We pick the highest-impact changes and sequence them so they build on each other.
I work with you to define what "done" looks like for each change. Specific, measurable outcomes. Not "improve communication" but "weekly team check-in is running, takes 20 minutes, and everyone knows what's happening this week."
We also figure out who owns what. Some changes I build. Some changes you build with my guidance. Some changes your team builds. Clear ownership matters.
Weeks 3-6: Implementation
This is the hands-on part. We're building new processes, adjusting existing ones, setting up tools, creating documentation, training your team.
I'm not doing this in isolation. We have a weekly check-in where we review what's working, what's not, and what needs adjusting. Changes rarely work perfectly the first time, and that's expected. The point is to iterate until they do.
Your involvement during this phase varies depending on the change. Some weeks I need an hour of your time. Some weeks I need more. I'll always tell you in advance what I'll need from you so you can plan accordingly.
Weeks 7-8: Stabilization and Handoff
This is the part most consultants skip, and it's the part I care about most.
We make sure everything is documented. Not in a 100-page binder nobody reads, but in simple, clear documentation that your team can actually use. The kind of documentation that answers the questions people will have six months from now.
I do a final review with you and your team. We go through every change, confirm it's working, address any lingering issues. I make sure you're not dependent on me for anything.
And then I leave. Cleanly. With a follow-up check-in scheduled for 30 days out to see how things are holding up.
What you're responsible for
I want to be upfront about this. A consulting engagement is not a spectator sport.
You need to show up for the conversations. You need to be honest about what's happening in your business, even the uncomfortable parts. You need to give your team permission to be honest with me. And during implementation, you need to follow through on the things you said you'd do.
I'll do everything I can to make this easy on your time. But I can't fix your business without your participation.
What I'm responsible for
Showing up prepared. Being honest, even when it's not what you want to hear. Delivering what I said I'd deliver, when I said I'd deliver it. Making sure changes actually work, not just look good on paper. And not disappearing the second the invoice is paid.
If you want to see whether a Flow Check makes sense for your situation, let's talk about it.