Phase 2: Implementation Packages
We build the systems your assessment identifies.
Most clients start with a Margin Method Assessment to identify exactly what needs to be built. Shane leads every implementation, turning the assessment roadmap into working systems your team can rely on. Already have a clear scope from a previous assessment? Let's talk about what makes sense. Learn about Assessment →
Quick Wins
Typically 2-4 weeks
- ✓ We tackle your 2-3 biggest time-drains first
- ✓ Written documentation for each workflow
- ✓ Video walkthrough (Loom)
- ✓ 30-day support period
Best for: Testing the water before diving in
Backed by our 5X ROI guarantee.
Book Free Discovery CallFoundation
Typically 6-12 weeks
- ✓ CRM/pipeline optimization or setup
- ✓ Project management system
- ✓ 5-7 key workflows connecting systems
- ✓ Full documentation (SOPs + videos + diagrams)
- ✓ Role-based training sessions
- ✓ 60-day support period
Best for: Businesses ready for real infrastructure
Payback projected during assessment. Backed by our 5X ROI guarantee.
Book Free Discovery CallFull Transform
4-6 months typical
- ✓ All 7 domains addressed comprehensively
- ✓ Everything from Foundation
- ✓ Strategic roadmap for continued growth
- ✓ Bi-weekly check-ins during engagement
- ✓ 90-day support after completion
- ✓ Structured retainer transition
Best for: Complete transformation
Payback projected during assessment. Backed by our 5X ROI guarantee.
Book Free Discovery CallWhat's Included in Every Package
Built & Tested
Working workflows deployed to your systems
Documented
Written SOPs and video walkthroughs
Training
Role-based sessions for your team
Support
24-48 hour response during support period
Ongoing Support (Retainers)
Keep your systems running smoothly after implementation
Maintenance
Monitoring, fixes, minor adjustments, email support
Growth
+ 1-2 new workflows/month, monthly optimization call
Partner
+ Significant build capacity, weekly calls, priority response
Let's figure out what's possible.
A 30-minute conversation about where you are, where you want to be, and what it would take to get there. No pressure. Just clarity.