Methodology · open by default

The exact way we work with you — no agency theatre.

Most agencies hide their process behind a portal. We publish ours. Below is the week-by-week playbook every SaaS client runs on — the boards we live in, the approvals you own, and the five short touchpoints we protect your calendar around.

5

phases end-to-end

4 h 10 min / quarter

of your time / quarter

4 h

Slack response SLA

1

senior pod, no juniors

Radical transparency

You see the same board we see. Every draft, pitch and technical ticket lives in your workspace — not behind an agency portal you'll never log into.

Protect your calendar

Five touchpoints per quarter. Everything else is async: Loom, Slack, one-click approvals. Your job is to run your company, not attend agency meetings.

Senior pod, no juniors

The strategist in your kickoff is the strategist in your QBR. No handoffs to a junior AM, no white-labelled contractors, no offshore surprise.

Tied to pipeline, not vanity

Every initiative has a pipeline forecast attached. If a page doesn't move the number in two quarters, we retire it — publicly, in the QBR.

The 5-phase engagement

Five phases. Every phase shows what we run and what you own.

  1. Phase 01

    Diagnose

    Week 1 – 2

    Before we write a single brief, we rebuild your visibility picture from scratch — search, AI answers, backlinks, entity graph — against 5 direct competitors you name.

    We run

    • Full technical + entity audit against your top 5 competitors
    • LLM citation share crawl across ChatGPT, Perplexity, Gemini and Google AIO
    • Backlink & digital PR gap map (tier-1 outlets you should be in)
    • Buyer-journey keyword lattice mapped to your product surfaces

    You own

    • 60-min kickoff — goals, ICP, pipeline math60 min
    • Async access grant to GA4 / GSC / CRM (read-only)15 min

    You walk away with

    Visibility scorecard (PDF)LLM citation gap map (Notion)Ranked opportunity backlog
    01 / 05
  2. Phase 02

    Design the bet

    Week 3

    One roadmap, one narrative, one pipeline number. We turn the audit into a 90-day plan you can defend to a board — every initiative sized by ARR impact.

    We run

    • 90-day roadmap with pipeline forecast per initiative
    • Topic cluster + entity map tied to product taxonomy
    • Digital PR narrative arc (3 hooks + 30 target outlets)
    • Success dashboard spec — the metrics we'll be judged on

    You own

    • 45-min roadmap review — approve, tweak, or veto45 min
    • Async sign-off on narrative angles (Loom + 3 reactions)20 min

    You walk away with

    90-day roadmapTopic + entity mapPR narrative briefLive KPI dashboard
    02 / 05
  3. Phase 03

    Build the engine

    Week 4 – 6

    We stand up the production system inside your tools — not ours. Notion boards, Slack channel, shared calendar, approval flows. When week 7 hits, we're already shipping.

    We run

    • Editorial + PR calendar loaded into your Notion / Asana / Linear
    • Style guide, brand voice doc, LLM-answer templates
    • Approval flows configured (1-click accept, inline comment, or reject)
    • Slack channel + weekly async standup rhythm live

    You own

    • 30-min tools walkthrough — where things live30 min
    • Approve style guide + voice sample (async, 1 pass)25 min

    You walk away with

    Production board in your workspaceVoice & style guideApproval SOP
    03 / 05
  4. Phase 04

    Ship weekly

    Ongoing

    A senior pod — strategist, PR lead, editor, technical SEO — ships every week. You approve inside the same board. No status meetings. No agency theatre.

    We run

    • Weekly production sprint: content, PR pitches, technical fixes
    • Real-time editorial calendar in your workspace
    • Async Loom standup every Monday + Slack for anything urgent
    • One senior human on Slack SLA: reply inside 4 business hours

    You own

    • Weekly async approvals — batched, 1-click20 min / wk
    • Optional 30-min biweekly sync (skip when quiet)0–30 min / wk

    You walk away with

    Weekly shipped logLive editorial calendarSlack response SLA
    04 / 05
  5. Phase 05

    Report + recompound

    Every 90 days

    Every quarter we reset the bet. You get a real report — rankings, AI citation share, sourced pipeline, dollars — and the next 90 days is scoped in front of you.

    We run

    • Quarterly Business Review deck (rankings → pipeline → ARR)
    • Next-quarter forecast + reprioritised roadmap
    • Content pruning + refresh plan for compounding pages
    • Attribution model reconciliation with your RevOps

    You own

    • 60-min QBR — CEO / CMO in the room60 min / qtr
    • Approve next-quarter roadmap (async, 24h)20 min / qtr

    You walk away with

    QBR deckNext-quarter planPipeline attribution dashboard
    05 / 05

Your calendar contract

Five touchpoints. That's the whole ask.

We wrote the workflow so a busy CMO or founder never spends more than ~4 hours per quarter with us. Everything else — briefs, drafts, PR pitches, technical fixes — happens async in the board.

Total: ≈ 4 h 10 min / quarter

  • Kickoff

    Week 1 · Video

    60 min

  • Roadmap review

    Week 3 · Video

    45 min

  • Voice + tooling sign-off

    Week 5 · Async

    30 min

  • Async standup + approvals

    Weekly · Loom + Slack

    20 min

  • Quarterly Business Review

    Every 90 days · Video

    60 min

Your stack, not ours

We work inside the tools you already open every day.

No proprietary portal. No weekly login you'll forget. Every artifact lives in your workspace so an in-house hire tomorrow can pick it up without a migration.

Notion

Roadmap, briefs, drafts, approvals

Slack Connect

Daily comms, 4h SLA from a senior human

Linear / Jira

Technical SEO tickets pushed to your engineering board

Loom

Async standups, walkthroughs, roadmap reviews

Looker / GA4 / GSC

Live KPI dashboard in your BI stack

Custom LLM probes

Weekly citation share tracked across ChatGPT, Perplexity, Gemini, AIO

Weekly

Async standup

Monday Loom + shipped log. What went live, what's blocked, what we need from you (usually nothing).

Monthly

Numbers report

One-page: rankings, AI citation share, links won, pipeline sourced. Delivered in Slack, no meeting required.

Quarterly

QBR + reset

60 minutes with your CEO / CMO. We defend last quarter's bet and scope the next. Roadmap approved live.

Want to see this run against your site?

45 minutes with a senior strategist. You leave with a live opportunity map + a Phase 01 preview — whether or not we work together.

Book a strategy call