Phase 01 · Audit
A diagnostic, not a pitch.
Two to four weeks. Fixed price. At the end, you have a Transmission Risk Report — the document that names what actually runs your business and what breaks the day you step back. Usable whether you hire us further or not.
Discovery interviews
Two to four conversations with the owner and key operators. Not a discovery call disguised as research — structured sessions that find the seams.
Shadow sessions
Three to five days sitting behind the operator while they work. We note what they do, especially what is not in the SOP.
Tacit knowledge inventory
The list of things that live in one to three heads. Named. Scored by risk if that head leaves.
Workflow map
End-to-end diagrams of the routines that carry revenue. Which steps can be encoded into an agent today. Which cannot.
Agent specification
If Phase 2 is a fit, the spec for it — scope, tools, voice constraints, success criteria — is drafted here.
Transmission Risk Report
The document. What runs the business. What breaks the day the owner steps back. What to do about it, with or without us.
Week 1. Kick-off with the owner. Two interviews. One shadow session on the single workflow that matters most to the owner. We take notes, not screenshots.
Week 2. Interviews with two to four key operators. More shadow sessions. We start mapping the workflow end to end.
Week 3. We write. Workflow maps, tacit knowledge inventory, agent specification if applicable. Mid-week share with the owner to pressure-test the framing.
Week 4. Delivery. A one-hour walk-through of the Transmission Risk Report with the owner and their chosen successor. The document is yours.
Timeline scales down for smaller firms (two weeks is realistic for a single-workflow, 10-person practice) and up for more complex engagements (four weeks for multi-workflow, multi-partner firms).
- ·Owner is 50 to 65 and thinking about the next chapter
- ·Firm has 10 to 80 people; revenue €2M to €30M
- ·Owner personally closes the top accounts
- ·Tacit knowledge lives in one to three heads
- ·You have seen AI pitches and dismissed them
- ·Looking for a generic chatbot or a team-wide SaaS
- ·No named successor path; unclear why the Audit matters
- ·Need a demo this week for a board
- ·Expecting a rubber-stamped validation of a prior AI decision
The Audit exists so the decision about Phase 2 is made on evidence, not sales pressure. A time-and-materials audit pushes the incentive in the wrong direction. Fixed price keeps our interest aligned with delivering a useful diagnostic.
If the diagnostic concludes that Phase 2 is not a fit, we say so. That has happened. The Audit is still worth the fee in that outcome, because the report tells you what to do next whether that is with us, with another team, or inside your own firm.
One sentence about the owner, the firm, and why now.
That is enough to start. We reply within forty-eight hours with a proposal for the Audit.
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