Consultation Form
Please share some details about the challenges your company is facing. Our team will do some preliminary research and then reach out to schedule a consultation.
Services
Duration
Budget
Timeline
Contact
Company
Objectives
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1
Organize: Gather your project details
  • Identify and list the problems and challenges you aim to solve.
  • Explore our service offerings to see if we're a match for your needs.
  • Determine a baseline budget and desired ROI using our calculator.
  • Submit this information through our consultation form below.
2
Schedule: Set appointment to discuss
  • We’ll do some research and prepare an internal briefing.
  • We’ll begin coordinating dates with your team’s key decision makers.
  • We’ll email you the date, time, agenda, and meeting link.
  • We’ll confirm the meeting on the morning of the scheduled appt.
3
Discovery: Identify needs and opportunities
  • Detail your current strategies, tactics, methodologies, pain points etc.
  • Describe your short-term/long-term goals, desired outcomes etc.
  • Review any of the preliminary insights we gathered.
  • Identify potential opportunities for improvement/engagement.
4
Estimate: Recommend service packages
  • We’ll provide recommendations for each of your specific needs.
  • We’ll explain how the services, rates, and retainer discounts work.
  • We’ll provide a rough estimate with ballpark investment ranges.
  • We’ll schedule a follow up meeting to discuss a detailed proposal.
5
Proposal: Review detailed service plan 
  • Read our outline of high level action steps that address your needs.
  • Carefully review the project scope, deliverables, timelines, and costs.
  • Ask any questions or highlight any concerns about the plan.
  • Provide feedback on our consultation process, our team, etc.
6
Decide: Sign and submit deposit
  • We’ll address any questions or concerns about the proposal.
  • We’ll send you a Master Services Agreement for e-signature.
  • We’ll send you an initial Stripe invoice for ACH payment.
  • We’ll schedule the first joint work session to ensure team alignment.
What do you do?

We provide comprehensive business and technology consulting services, combining our expertise in software engineering, design, data analytics, and more to help businesses grow and thrive.

Marketing.

We give SMBs the marketing jet fuel they need to reach cruising altitude.

Refer to our company Charter for a more detailed overview.

What products and services do you offer?

Our offerings include:

Products: Out-of-the-Box Startup Kit, Drop-in Customer Data Pipeline, Proportional Web Design System, Restaurant Menu Management, and LinkRea.ch.

Services: Business & Technology Consulting, Software Engineering & Development, Commercial Photography & Motion, Corporate Identity & Graphics, Behavior & Performance Analytics, Online & Offline Campaigns, Traditional & Digital Operations, and Executive & Company Support.

Marketing Technology.

We offer technical expertise across the entire marketing stack from out-of-the-box solutions to managed services to one-off projects and everything in between.

See Products and Services for more information.

Can you customize your services to fit my needs?

Absolutely. We tailor our solutions to meet the unique needs and goals of each client, ensuring a personalized approach for maximum impact.

Most of the time.

If it's feasible, we can mix and match our various tools and expertise to your unique situation. If not, we have great relationships with specialists that we can refer you to.

Do you offer your services internationally?

Yes, we serve clients around the globe, providing remote support and consultation to meet your needs wherever you are.

Yes?

We've never been asked before tbh but we're open to it.

What are your areas of expertise?

Our areas of expertise include web development, marketing automation, data analytics, SEO, CRM systems, IT security, mobile app development, and much more.

Nearly everything that involves pixels on a screen.

We are experts at a lot of things, but not everything. Even so, if it involves a computer, generally we can do it.

See Expertise for a full list of our core competencies.

Can you provide examples of your past work?

Certainly. We have worked with a diverse range of clients, including Brad Kane Mediation, Doctor Suits, and Kinetic Fitness. Please visit our portfolio page for more examples.

Yes.

We do our best to keep our website up to date with our latest and greatest works, but we aren't perfect.

If you don't see examples of work you need in our Portfolio, please let us know and we'll go rummage around our digital attic in search for something you might be interested in.

Can you provide any proof of your expertise?

Yes, we have case studies, client testimonials, and performance data that demonstrate our successful track record. Please contact us for specific examples.

Yes.

We're happy to engage with you on test projects and experiments.

Frankly, we really prefer it, since it's usually an easier and cheaper way to evaluate each others' organizations.

For the initiated, see our Case Studies or pop the hood on this website and take a look around.

What industries do you have experience working in?

We have experience across various industries, including SMBs & Startups, Franchises & Restaurants, Tourism & Hospitality, Automotive & Manufacturing, Retail & E-Commerce, Healthcare & Wellness, Finance & Insurance, Education & E-Learning, Media & Entertainment, and Non-Profit & Government.

Most SMBs.

Almost any small or medium sized business can benefit from our services but we particularly shine with accounts that depend on hi-fidelity data to make frequent or ongoing decisions.

See Industries for more information about our experience.

How many active engagements do you currently have?

The number of active engagements varies. Please contact us directly for current information.

19.

*As of June 24, 2024

Can I contact your current or previous clients to ask about your services?

Yes, we can provide references upon request. Our clients have graciously offered to share their experiences with prospective clients.

Yes.

Most of our clients have written Testimonials on our website with a link to their various public profiles.

However, if you'd like a personal introduction just let us know and we'll provide the most relevant referrals we have.

What types of businesses do you work with?

We work with a variety of businesses, from startups and small businesses to large enterprises across multiple industries.

2 year olds. Generally.

We can accelerate your startup and we can modernize your dinosaur, but we thrive with businesses that are hungry, growing, and about to hit their stride.

Is there anything that sets you apart from a typical marketing agency?

Our unique blend of comprehensive services, cutting-edge technology, and personalized approach sets us apart. We focus on delivering innovative solutions tailored to each client’s needs.

Extremely high energy.

Our organization follows a unique Code of Honor that prioritizes enthusiasm and gusto over the typical "results at all costs" mumbo jumbo.

We like results, trust us, but we like having a happy, healthy work environment just a little bit more.

You'll appreciate it too, guaranteed.

Are there any requirements to have an engagement with your agency?

No specific requirements, but we do seek to partner with clients who are committed to growth and open to innovative solutions.

Good attitude.

Make sure your primary point of contact isn't a buzzkill.

Other than that, we really enjoy working with companies of all shapes and sizes on projects of all scopes and budgets.

What are your service rates and pricing?

Our pricing varies based on the scope and complexity of the project. Please contact us for a detailed quote tailored to your specific needs.

Standard hourly billing.

We've tried a variety of different pricing models - hourly billing is hands-down the simplest and most universally understood.

See Pricing for a detailed rate sheet that explains all of our services, rates, and available incentives/discounts.

How do the retainer discounts work?

We offer discounts for clients who engage us on a retainer basis, providing cost savings and ensuring ongoing support.

Account stability = lower costs.

We developed a graduated pricing model that rewards accounts for larger and longer retainers, discounting our standard hourly rates up to 30%.

See Pricing for more information.

Do you offer discounts for non-profits, B-corps, military, etc?

Yes, we offer discounts to non-profits, B-corps, and military organizations. Contact us for more details.

Yes, conditionally.

While we enthusiastically discount our service rates for non-profits and B-corps who serve the public interest, we still wouldn't engage with rackets like Susan G Komen or PETA.

With that being said, we unconditionally support our military, so if you run a primarily military-owned "humane society" we still got you covered.

See Non-Profits, B-Corps, or Military for more information.

Do you offer discounts or commissions for referrals?

We appreciate referrals and offer discounts or commissions as a token of our gratitude. Please reach out to learn more.

Yes.

We have a very generous Referrals program so please don't hesitate to name-drop us at your next networking event.

Just remember, we can solve every problem faster and cheaper than whatever they're paying now. /s

Do you offer discounts for paying in full upfront?

Yes, we offer discounts for clients who choose to pay in full upfront. Please inquire for details.

Yes.

We don't advertise this on our Pricing page, but with the right project for the right reasons, we'd be open to discounting projects paid upfront and in full.

What value can I expect to take away from a consultation?

Our consultations provide actionable insights, strategic advice, and tailored solutions to help you achieve your business goals.

[More] Clarity.

Generally, everyone walks away from a consultation with more answers than questions.

You'll get to take home some of our preliminary research, some general advice and for the truly downtrodden, some hope.

How much does a consultation cost?

The cost of a consultation depends on its duration and scope. Contact us for specific pricing information.

Nothing, mostly.

We don't charge for INITIAL consultations which is really just a glorified discovery call and brainstorming session.

However, we do charge for high-level strategy sessions, business planning, technical planning, or anything covering more than a couple hours of work, typically.

How long does a consultation take?

Consultations typically range from one to two hours, depending on your needs and the complexity of the discussion.

~1 hour.

We know how valuable your time is and wouldn't want to do anything to disrupt your focus and attention from more pressing matters so we strictly adhere to our One-Hour-or-Less Consultation Policy.

Where do consultations take place?

Consultations can be conducted virtually or in-person, depending on your preference and location.

Online.

Because we're a tech company, that's why.

Who all should be present at a consultation?

Key stakeholders and decision-makers from your team should be present to ensure all relevant aspects are covered.

Decision makers.

Key stakeholders from your team should be present to ensure all relevant aspects are covered.

What should I do to prepare for a consultation?

Prepare any relevant documents, data, and questions you may have. Having a clear understanding of your goals will help us provide the best advice.

Meditate. No, seriously.

Meditating on the problems you aim to solve will give you a clearer picture of your short-term and long-term goals and what achieving those goals looks like, how they'll impact your company's bottom line, etc.

Also, gather data, documents, and other details you have, of course.

We made a handy Consultation Worksheet for this exact purpose.

Can you sign a Non-Disclosure Agreement before our consultation?

Yes, we are happy to sign a Non-Disclosure Agreement to ensure your information remains confidential.

Yes.

Will I be able to keep any materials presented at a consultation?

Yes, you will receive copies of any materials and recommendations presented during the consultation.

Yes.

You will receive copies of any materials and recommendations presented during the consultation.

What all is included in a project briefing/estimate?

A project briefing includes an overview of the project goals, scope, timeline, key deliverables, and any initial recommendations.

The basics.

Project briefings include an overview of the project goals, scope, timeline, key deliverables, and any initial recommendations.

What happens after an initial consultation?

After the initial consultation, we will provide a detailed proposal outlining our recommended approach, timeline, and costs.

Proposal.

After the initial consultation, we will provide a detailed proposal outlining our recommended approach, timeline, and costs.

How long does it take to get a detailed proposal?

Typically, it takes about 1-2 weeks to prepare a detailed proposal, depending on the complexity of the project.

~1-2 weeks after a consultation.

Believe it or not, it takes a bit of effort to prepare a detailed proposal especially if the project is vast in scope or highly complex.

For simple projects, however, the process can be a mere days.

How long does a proposal's terms last?

Our proposal terms are usually valid for 30 days from the date of issuance.

30 days.

How long does it take to get a Master Services Agreement?

Once the proposal is accepted, we can prepare and finalize a Master Services Agreement within 1-2 weeks.

~7-10 days after an accepted proposal.

Our Master Services Agreement is highly configurable and designed to adjust to a variety of use cases. Generally, we could have an MSA out for signature within a couple days, but for larger projects give us about a week or so.

How long does it take to get our first invoice?

The first invoice is typically issued upon signing the Master Services Agreement or project kickoff.

A few days.

The first invoice is typically issued upon signing the Master Services Agreement or project kickoff.

How long does it take to schedule our initial joint work session?

We can usually schedule the initial joint work session within one week of project kickoff.

~1 week.

We can usually schedule an initial work session within one week of project kickoff.

How long does it take to complete a project?

Project duration varies based on scope and complexity, but we provide a detailed timeline in our proposal.

Varies.

*This question is superfluous and silly and is only here for the bots.

How long does it take to begin profiting from your work?

The timeframe to see results depends on the nature of the project, but we aim for measurable improvements within the first few months.

~3-6 months.

The first milestone marker is generally the point at which a project can be reviewed as profitable for both parties.

How do you handle project management and communication?

We use industry-standard project management tools and maintain regular communication through scheduled updates and meetings.

Very carefully.

Generally, we project manage using Airtable and we offer support at varying levels based on retainer size and commitment length.

See Support for more details on how we manage client communications.

How do you handle changes or "scope-creep" during an engagement?

We address changes through a formal change management process, ensuring all modifications are documented, reviewed, and approved.

Formal requests.

We define a few terms that can lead to muddy waters in our Proposal and Master Services Agreement (MSA), but we've dropped them below for added clarity:

Project: Any work scoped in a Work Agreement as part of a Master Services Agreement.

Task: Any work that contributes to an existing project as scoped in a Work Agreement.

Request: A formal request for work that is not included in the scope of an existing Work Agreement.

Change: A formal request that has been incorporated into the scope of an existing Work Agreement through a signed amendment or addendum.

These key definitions help ensure expectations are in sync between all parties with regards to "scope creep".

Do you offer ongoing support for your services?

Yes, we offer ongoing support and maintenance services to ensure your solutions continue to perform optimally.

Yes.

We're happy to support anything we build via a Support plan that can be custom tailored to your needs.

Do you offer training on new tools you implement?

Yes, we provide comprehensive training on any new tools or systems we implement to ensure your team is fully equipped.

Yes.

We provide comprehensive training and 1-on-1 coaching sessions with your key leadership, but it is their responsibility to pass down the knowledge to their team.

Do you provide an account manager or primary point of contact?

Yes, you will have a dedicated account manager who will be your primary point of contact throughout the engagement.

Yes.

We assign a dedicated account manager who will be your primary point of contact throughout (and after) the engagement.

Do you provide monthly reports and performance updates?

Yes, we provide detailed monthly reports and performance updates to keep you informed of progress and results.

Yes.

We provide monthly reports to our ongoing accounts under management.

For one-time projects, we provide a detailed report at time of completion.

Do you hold weekly meetings and status updates?

We can hold weekly meetings and status updates based on your preference and project needs.

Yes.

We offer weekly status update meetings for Tier-3 accounts and above.

See Support for more information.

Are you able to commit to a daily stand-up or scrum?

Yes, we can participate in daily stand-ups or scrum meetings if required for the project.

Yes.

We offer daily stand-ups or scrum meetings for Tier-4 accounts and above.

See Support for more information.

Can you join our company's internal chat environment?

Yes, we can join your internal chat environment to facilitate seamless communication and collaboration.

Yes.

Tier-4 accounts and above can join our internal chat or vice verse for live chat support.

See Support for more information.

Can I get a dashboard of all the key metrics I need to measure success?

Yes, we can set up custom dashboards to track and visualize key performance metrics relevant to your business.

Yes.

Any account can purchase a custom dashboard interface for tracking their key performance metrics in real-time.

Tier-4 accounts and above get this service for no additional charge.

See Support for more information.

How do you ensure that your team is delivering quality work?

We follow rigorous quality assurance processes, including regular reviews, testing, and feedback loops to ensure high standards.

OCD levels of scrutiny.

We follow rigorous quality assurance processes, including regular reviews, testing, and feedback loops to ensure our work remains world-class.

However, in the event that your team catches something we don't, we have a detailed Bug Reporting system setup for this exact purpose.

How do you typically measure the overall success of an engagement?

Success is measured based on predefined KPIs, client satisfaction, and the achievement of project goals.

Data and vibes.

We provide you with the metrics you define in your KPIs, as detailed in the initial scope of the project.

We also measure success based on your overall satisfaction with the project delivery and results.

Are there any guarantees?

While we cannot guarantee specific outcomes, we are committed to delivering high-quality work and achieving your business objectives.

No.

This type of work cannot guarantee anything except a wholehearted attempt at meeting your objectives on good faith alone.

Can I get a refund if I don't see the results I was hoping for?

Our goal is to ensure client satisfaction. If you are not satisfied with our services, we will work with you to address any issues and find a solution.

No. Most of the time.

We provide services on an hourly rate, billed in advance, and reviewed upon delivery.

Once the work is done, there is no going back.

However, we do offer refunds in the rare occurrence that we drop the ball so egregiously that we would receive bad karma for not issuing a refund, which in that hypothetical scenario, is the only right thing to do and we'd be happy to do it.

How do I know this entire list of FAQs isn't some ChatGPT generated hoopla?

Rest assured, this FAQ has been carefully crafted by our experienced team to address common questions and provide valuable information about our services.

You don't.