Four stages, written down
How I work
Every engagement follows four stages — free scoping call, written fixed-fee proposal, principal-led delivery, then close or extend with a wrap-up report. No open-ended hourly billing.
How does the Business Tech Navigator engagement process work?
Four stages every time: a free scoping call, a written proposal with milestones and a fixed fee or retainer, principal-led delivery, then a wrap-up with a clear next step.
- Problem defined before solution proposed
- Scope in writing before work starts
- Outcomes you define. Not hours I log.
Four stages. Every engagement. No exceptions.
The structure does not change based on scope or budget. A one-day workshop and a six-month programme run through the same gates — because the clarity at each stage is what makes the outcome predictable.
Scoping call
30 to 60 minutesYou describe what is broken, what you tried, and what good looks like. I ask questions. At the end I say whether it is a fit. If not, I point you to someone else.
Output
A written fit note within 48 hours. An engagement shape, or a referral.
- No commitment for the first call
- I will say no if that is the honest answer
- Outside my depth, I refer
Written proposal
3 to 5 business daysIf it is a fit, you get a proposal a colleague can read without a briefing. Phases, milestones, what is in, what is out, and a fixed fee or a retainer.
Output
A scoped proposal: milestones, deliverables, price, and how I sit with your team.
- Fixed fee or retainer. No open hourly bill
- You can stop at a gate
- The boundary of the scope is written
Delivery
The agreed scheduleI work with your team, not beside it. I own the deliverables I named, and I write them so your people can run them when I am not in the room.
Output
The agreed deliverables, plus a written record of decisions between sessions.
- I am in the sessions. Not a junior
- Decisions are written down
- Questions between sessions get an answer
Close or continue
End of each phaseEach phase ends in writing: what the business can do now, what did not move, and whether to extend, change, or stop. Success is a team that does not need me in twelve months.
Output
A wrap-up: impact, what the team can do, and a recommendation. No pressure to continue.
- The team should be more capable
- A handover if the work stops
- Any continuation is your decision
Six rules
Process before technology
I diagnose the process before I recommend a tool. Software on a broken process is an expensive broken process.
Written over verbal
Proposals and decisions are written. If it is not written, it cannot be handed over.
Outcomes over activity
I measure what changed in the business. Not how many sessions I ran.
Self-sufficiency
The job is to leave the team more capable. The documents exist so the work continues without me.
Scope stays written
If something is outside the scope, I flag it before I do it. A change is a proposal.
Fit or a referral
If the problem is outside my depth, I say so and point you to someone else.
The scoping call costs you nothing
Send what is broken, what you tried, and what good looks like. I reply within 48 hours. If I am the wrong person, I say so.
Book the scoping call
No pitch. A direct conversation about the problem, and whether I am the right person.
Free. No commitment. Reply within 48 hours.
This page is the buying path. Written proof is a different door: case studies.