Process

How an engagement runs

Four stages. Each one ends with something in your hands, and you decide whether to continue.

01

Assessment

We look at how your business runs day to day and sit with you to take stock. The useful facts come out of conversation and from looking at the real thing.

02

Report

A written report in plain language: where you are exposed, what it could cost you, what to fix first. Options are priced so you can decide with real numbers. There is no obligation to continue past this point.

03

Implementation

We put the plan in place with you: protections working, CRM configured and adopted, intellectual property documented. Work is staged, so you can stop at any point and keep the full value of everything done so far.

04

Check-ins

Staff, tools, threats and ideas all change over time. An ongoing check-in keeps protections current, the CRM honest, and new intellectual property captured. Optional, monthly or quarterly.

Working principles

Every stage ends with something you keep.

Reports are written so a busy owner can act on them without a translator. Work is staged, so stopping early never wastes what came before, and everything we produce for you belongs to you.