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Start with the real problem

The intake is structured so both sides can evaluate fit quickly. If the systems underneath your growth are the bottleneck, this is where to start.

Structured intake

Make the system problem concrete.

Good fit

  • Revenue is real but systems aren't keeping up
  • Sales, ops, or marketing has manual bottlenecks
  • You want someone senior, not a junior team

Not the focus

  • Looking for the cheapest option
  • Need content production at volume
  • One-off project with no system behind it

What to include

01

Business context

What the company does, how demand currently comes in, and what stage the business is in.

02

System pain

Where the friction lives right now across acquisition, follow-up, reporting, or operations.

03

Current stack

What tools, workflows, or vendors are already in place.

04

Urgency

Why this matters now and what is currently being constrained by the system.

Review path

01

Submit the intake

Send the business context, system pain, current stack, and why the timing matters now.

02

Review for fit

If the fit is real, the next step is usually a systems audit conversation or a clear scoping discussion.

03

Move selectively

If the work is not a fit, it should be obvious quickly rather than dragged through a generic agency process.