You own the strategy. We're the build team your strategy needed.
One plan review up front. Then an ongoing quarterly relationship — your business plan drives the work, our team executes it. No project deadlines. No handoff that ends the relationship. The strategy is yours; the build is ours.
A plan review, then a quarterly rhythm.
Every working relationship starts the same way — a paid plan review against the business plan you've written — then settles into a quarterly cycle of building what that plan calls for.
Plan — the business analysis
You build a structured business plan in our requirements tool — emailed link, no login, return any time. Business context, business needs, functional needs, technical needs, acceptance criteria, priorities. The depth of the plan scales to the size of your practice. The document is yours forever, whether or not the work continues with us.
Plan review — paid
We review your plan against your stack, your workflows, and your operational reality, and come back with a written assessment: what we'd build first, what we'd build later, what we wouldn't touch, and what we think you're missing. Fixed-fee. Yours to keep either way.
Build — the ongoing quarter
Starting in quarter two, we move into an ongoing rhythm. Each quarter is a focused build cycle against the priorities in your plan. Your team participates throughout — collaborative, not a black box. The integrations, automations, and systems live inside the stack you already run, under your account.
Review — every quarter
At the end of every quarter we look at what was built, what changed in the business, and what should drive the next quarter. The plan is a living document. Either side can step away at a quarter boundary. The systems and the plan stay with you regardless.
A plan review fee, then a share of revenue.
The plan review is a one-time fixed fee. After that, we work on a percentage of your practice's annual revenue, billed quarterly. The rate is set during the plan review itself — it depends on the size of your practice, the complexity of your stack, and what you're asking us to build.
Plan review
Stack & workflow audit. Written assessment. Build proposal.
- Review of the plan you built
- Stack and workflow audit
- Written assessment with priorities
- Quarterly rate proposed and locked
- Yours to keep either way
Ongoing build
Quarterly cycles, your plan drives the work.
- A small senior team on the work
- Integrations, automation, reporting, infrastructure
- Inside your stack, under your accounts
- Quarterly review against your plan
- Exit terms set per-practice
We don't publish the percentage. It varies — a $400k solo practice and a $5M multi-location group have very different operational needs, so they end up with different rates and different scopes. The number lands during the plan review, in writing, and it's the number for the duration of the work.
Build the plan first.
The plan is yours either way. The plan review is what happens when you're ready to see what we'd build against it. No call required — start by writing the plan.