System Handoff & Ongoing Strategic Advisory
We Train Your Team. Then We Stay as Your Trusted Advisor.
THE PHILOSOPHY
- We don't want to keep you dependent.
- We want to make you independent.
- Once everything is working smoothly, we document the system, train your team, and hand it off.
- Then we stay as your strategic advisor for the decisions that matter.
WHAT HANDOFF INCLUDES (8-Week Program)
Week 1-2: Documentation
- Document every system, process, decision rule
- Create a "Performance Playbook" specific to your business
- Identify key metrics to track
- Build monitoring dashboard
Week 3-4: Team Training
- Train your team on running the system
- Weekly training calls
- Transfer reporting responsibilities
- Build their confidence
Week 5-6: Transition
- Your team runs it with our oversight
- We review decisions, provide feedback
- Identify gaps and fix them
Week 7-8: Independence
- Your team is fully independent
- You control your destiny
- We move to "on-call advisor" role
WHAT YOU GET
- Complete system documentation ($3,000 value)
- Team training program ($4,000 value)
- Performance playbook specific to your business ($2,000 value)
- Monitoring dashboard setup ($1,500 value)
- Transition support (8 weeks) ($4,000 value)
- 30 days of on-call support after handoff ($1,500 value)
- Total Value: $16,000+
- Investment: $8,000-$15,000 (one-time)
ONGOING ADVISORY (After Handoff)
After your team is independent, you move to ongoing strategic advisory:
$
1,500-$3,000
Per month
-
Monthly performance review call (60 minutes)
-
Access for strategic decisions
-
On-call when you need thinking
-
Typically 5-10 hours/month of our time
EXAMPLE DECISION FLOW
After Handoff:
Your Team Handles:
- Weekly optimization
- Routine reporting
- Standard implementation
- Performance monitoring
You Consult Us On:
- Should we expand to a new market?
- Is it time to hire a full-time marketer?
- Should we raise prices or adjust our service?
- We're at a crossroads. What do you see?
THE BENEFIT
- You own your system.
- You control your results.
- You're not dependent on external help for day-to-day execution.
- But you still have access to strategic thinking when it matters.
- It's the best of both worlds.
WHEN TO DO THIS
Typical timeline:
- Month 1-3: Audit + Implementation
- Month 4-12: Strategic Growth Partnership
- Month 12: System Handoff
- Month 13+: Ongoing Advisory
Or: Skip Strategic Growth Partnership, go straight to Handoff after audit if you prefer to be independent sooner.
WHO THIS IS FOR
Founders who:
- Want to own their systems
- Are ready to build internal capability
- Still want strategic guidance long-term
- Think independently but value advisors
- Plan to scale without hiring a full agency