A focused working session to clarify scope, priorities, and the right path forward before any project or build begins.
This session is a required first step for all new clients. It’s designed to bring clarity to your goals, identify gaps, and determine the best solution before moving into execution.
We’ll review your current setup, talk through your objectives, and outline a clear plan forward.
Pre-session intake questionnaire
60–90 minute working session (video call)
Review of your current tools, systems, or website
Strategic recommendations tailored to your needs
Written summary with next steps
Business owners preparing for a website, marketing, or automation project
Teams who want expert direction before investing further
Anyone who wants clarity without committing to a larger build yet
If we decide to move forward after the session, this work can roll directly into a VIP Build Day or a custom project proposal.