Scope and phases

Approach

We separate diagnosis, design, building, integration, measurement and adjustments. Each phase ends with work we can review before moving on.

How we work

1. We agree on what needs to be ready for launch and what we can improve later.

2. We check the content, access, approvals, CRM or analytics each phase needs.

3. We review the completed work at the end of each phase and agree on whether it is ready to continue.

How this connects to your business

We divide the work so we can launch what lets us test an assumption or receive sales first. Improvements that can wait are recorded for later phases.

What to define

Before designing screens, preparing campaigns or automating, we agree on the problem the project will address. That may be attracting inquiries, converting them into sales, following up, building trust or saving the team time.

• ✓Which sales result we want and how we'll check whether it changes.
• ✓Which channel, team or process has the most urgent problem.
• ✓What we can complete first with the materials and access available.

Expected outcome

A work plan with priorities, owners and deliverables. The team knows what comes first and what it needs to get started.