Five offers.
One progression.
Each engagement is a complete product — whole on its own. Most clients start with the Undercurrent Review and progress through Pattern Mapping, Activation, and Guidepost. The Signature Build is available as a standalone engagement for teams with a defined, working manual process they want to digitize.
Undercurrent Review
In two weeks, you'll have a clear, named picture of the hidden drivers shaping your most pressing concern — and the first concrete moves you can make on the ones with the most leverage.
- One named concern, scoped together at kickoff
- Surfacing of underlying drivers behind that concern
- Ranking of drivers by leverage — high, medium, lower
- First moves brief for each high-leverage driver
- Designed Driver Map artifact + walkthrough session
- Implementation of any change (that's Activation)
- Cross-cutting analysis of multiple unrelated concerns
- Ongoing operating support (that's Guidepost)
The Driver Map
A designed, one-page artifact your team can post, share, and act from. Plus a 3–5 page written summary, a first moves brief, and the recorded walkthrough session.
Pattern Mapping
In four weeks, you'll have a clear picture of how your highest-leverage drivers actually behave across your work — what repeats, what compounds, what you can predict — translated into a focused operating priority that tells you exactly where to act first.
- Analysis of 8–15 representative projects, jobs, or cycles
- Pattern detection across multiple cycles of work
- Driver behavior modeling and interaction analysis
- A focused operating priority with case for action
- Designed Pattern Map + 6–10 page written analysis
- Building the systems or tools to act on the priority
- Ongoing monitoring or operating partnership
- Deep technical or financial audits
The Pattern Map
A deeper companion artifact to the Driver Map — same design language, more depth. Plus a written analysis, an operating priority brief, and a final walkthrough session.
Activation
In six weeks, you'll have a usable operating asset — a workflow, tool, framework, or system — built to address your highest-priority operating area, ready for your team to actually use.
- Scoping a focused build aligned with the operating priority
- Design and validation through working sessions
- Production of the asset itself — designed, documented, ready to use
- Team rollout and training session
- 30-day post-rollout check-in included
- Custom software development from scratch
- Multiple unrelated builds in one engagement
- Long-term maintenance (transitions to Guidepost)
An operating asset
Built specifically for your team's priority — could be a pricing rubric, handoff structure, scorecard, decision framework, or operating workflow. Documented, rolled out, and ready to use.
Guidepost
A steady operating partnership that keeps the visibility you've built sharp, refines what you're using, and surfaces the next thing worth seeing — quarter by quarter.
- Monthly 90-minute operating review (working session, not status)
- Quarterly half-day recalibration of Driver and Pattern Maps
- Up to 2 hours of ad-hoc support per month
- Ongoing refinement of operating assets as the business evolves
- Quarterly memo capturing what shifted, what was learned
- New Activation builds (scoped and priced separately)
- Fractional COO or interim leadership
- Unlimited availability beyond the defined cadence
An operating partnership
The deliverable is the partnership itself — but each quarter produces an updated Driver Map, an updated Pattern Map, a quarterly memo, and a clear set of priorities for the next quarter.
Signature Build
A standalone engagement for teams with a defined, working manual process they want to digitize. After years of doing this work, you've developed something most people never see — a way of operating that's genuinely yours. How you read a job before you take it. How you know when something's going sideways before it shows up in the numbers. How you make the calls your team doesn't know how to make yet. That's your operating signature. We surface it and build it into a tool your whole team can use — so what makes you good at this finally works beyond the reach of one person.
- A focused scoping session to surface and define the operating signature being encoded
- Design of the tool's logic — the rules, scoring criteria, inputs, outputs, and decision flows
- Build of a working micro-app, purpose-built for exactly how your business operates
- Handoff session with you and key team members — tool is live, logic is documented
- 30-day check-in to refine based on real use
- Discovery of what to build (Path A clients have done this via Review; Path B clients come in with it defined)
- Complex multi-system integrations or enterprise software connections
- Multiple tools in one engagement — one operating signature, one build
- Ongoing maintenance beyond the 30-day refinement
A working micro-app
Purpose-built for one specific operating decision or process — a pricing rubric, lead scoring tool, project health tracker, client intake form, or handoff framework — that encodes how you actually think. Plus a logic document explaining the rules inside it. The test: if someone on your team can run the process correctly without asking you what to do, the build succeeded.
Most engagements start with the Undercurrent Review.
A focused two-week engagement around one specific concern. You'll see how the methodology works, get a real Driver Map your team can act from, and decide together whether the path forward is broader pattern analysis, direct activation, or ongoing partnership.