How each step is priced
One fixed fee
The map of the recurring work, your definitions written down, the first workflow running, and the ranked list of the rest. What the audit includes.
One fixed fee
Three to five workflows from the list, built in your tools, with your team trained to run them. Priced from the audit's list, so you know the hours each one saves before you commit.
A fixed monthly fee
Keeping the model current as the business changes, new workflows each month, and a seat in your weekly ops meeting. Three-month minimum, then month to month.
How to think about the number
Price it against the hours. If a sprint gives a lean team back the equivalent of a full role's worth of recurring work, the comparison is that salary, every year, not the fee once. The audit exists to put that number on paper before you decide anything else.
If you lead finance, here is what comes off your team's plate. If you are at a fund, here is how a portfolio program runs.
Questions
Why not hourly?
AI makes this work faster every month. Hourly billing would charge you more for a slower builder and less for a better one, which is backwards. A fixed fee puts the risk of the time on me, where it belongs.
What changes the price?
Mostly the number of workflows and the number of systems behind them. A brand on Shopify, QuickBooks and Google Sheets is simpler than one with wholesale, three marketplaces, a warehouse system and NetSuite.
Can we start small?
Yes. The audit is the smallest engagement and stands on its own. You keep everything it produces, including the first working workflow, whether or not anything follows.
What is not included?
Software subscriptions you choose to add, and work outside the agreed scope. If the scope grows, we agree a new fixed fee before the extra work starts, never after.