Approach
Read the system before you change it.
Every engagement follows the same five moves, in the same order, because the failure modes are the same. A fix applied before the audit is a guess.
The sequence
Five moves, in order.
Audit
Three weeks of looking before anything is touched. Ten surfaces of the automation platform, the CRM and the connectors between them, every finding tied to an export your team can re-run.
Scope
What a fix requires, with options and costs, written down before it starts. The exclusions are as explicit as the inclusions, so nothing is absorbed silently.
Gated execution
Nothing runs at scale on the first try. Changes go 0 → 1 → 10 → 250 with a captured before-state for every irreversible action and your written go at each gate.
Work alongside your team
Weekly recorded sessions with your people in the room, so the documentation is a by-product rather than a deliverable someone has to remember to write.
Close the hole
The import or sync standard that stops the problem recurring, a runbook your team can operate from, and access revoked in writing on delivery.
What you can hold us to
Four commitments, on every engagement.
Nothing irreversible without your written go
Merges, deletions and sync rules pass through a guard set written before the change and recorded after it.
Every number has an export behind it
Findings, batches and gates each produce a file your team can re-run after we leave.
Fixed prices, published
Scope changes are written up and priced before they happen. Nothing is billed hourly.
Inheritable by design
Playbooks and recordings your internal team runs day to day, with no retainer required to keep it working.
Start with three weeks of looking.
The audit is read-only, fixed price, and credited in full against the fix within 30 days.