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Project Consulting

Scoped projects. We deliver the thing.

Eight-to-fourteen-week project engagements that take a specific problem from diagnosed to deployed. Clear scope, clear price, clear timeline. Your team executes alongside us. We leave you the artifact and the muscle.

8–14 weeks · Scoped and priced up front

Who this is for

This is built for you if…

  • You know what's broken (or a Health Check told you) and you need it delivered, not just diagnosed.

  • You need a Customer Success org redesigned, compensation restructured, or segmentation rebuilt, and your team can't take it on while keeping the lights on.

  • You're implementing, replacing, or trying to get more out of a platform, including your HRIS, and you want it configured by people who understand the operation it has to support.

  • Your onboarding takes too long and you need it rebuilt from scratch, with a measurement layer that proves it.

  • You're building a health-score model and need it to be the kind your Customer Success Managers actually use and your CFO will defend.

  • You need a clear read on operational risk (single points of failure, key-person dependencies, continuity gaps) before it turns into a crisis.

What's included

Common project scopes.

  • Customer Success org design and team structure

  • Onboarding redesign with time-to-value instrumentation

  • Health score model design and operational rollout

  • Customer Success / Implementation compensation plan design and rollout

  • Platform implementation or optimization

  • HRIS consultation: selection, configuration, and utilization

  • Renewal motion design: playbooks, forecasting, executive cadence

  • Expansion motion design: discovery model, plays, team ownership

  • Segmentation and account-coverage model rebuild

  • Risk assessments for business resilience

  • Automation assessment

  • Executive reporting buildouts

How it works

How we run a Project engagement.

  1. 01

    Scope & Contract

    We define exact scope, deliverables, milestones, and price up front. No 'we'll figure it out as we go.' Either it's a fit, or we tell you so.

  2. 02

    Discovery & Design

    First 2–4 weeks: stakeholder interviews, data review, and detailed design. We pressure-test assumptions before we build.

  3. 03

    Build & Deliver

    We build alongside your team. We never replace them. They own the operating result; we own the timeline and the artifact.

  4. 04

    Handoff & Embed

    Final week: handoff session, documentation, and a 30-day check-in to make sure the change actually sticks.

Duration

8–14 weeks, typically

Format

Hybrid, remote, on-site by request

Pricing

Scoped and priced up front

A fixed project fee tied to defined deliverables and milestones. Confirmed before we start.

Common questions

FAQs.

We scope and price every project up front, tied to defined deliverables and milestones, so you know the cost before we start. The flip side is we scope tightly, with no creeping deliverables.

From diagnosed to deployed.

Scope a project engagement. Or start with a Health Check if you're not sure what needs fixing first.