Approach

Start with the review. Continue only if the next step makes sense.

There is no retainer to get started and no open-ended discovery phase. The Systems & Workflow Review gives you findings, priorities, scope, and pricing you can keep whether or not we continue working together. If you move forward, each implementation step ends with working systems, documentation, and assets you own and can hand to another vendor, an AMC, or the next staff person.

Principles

How I work, stated plainly enough to hold me to

Your systems, not mine

I build on what you already pay for. If a new tool is genuinely the right answer, I will say so, but the default is to make the existing stack work better.

Named owners, written down

Every critical workflow has a clear owner or responsible role when something fails. A system nobody owns is a system that can quietly stop working.

Documented so you can leave

Credentials stay in your accounts. Documentation is written so another vendor, staff member, or consultant can understand what was built without depending on me.

Exceptions go to people

Automation should shrink the manual queue, not hide it. If a record cannot be handled reliably by a rule, it is routed to a person with enough context to act.

Scope is capped in writing

Fixed price against a defined scope. If we discover something outside it, I price it separately rather than quietly absorbing the work and slowing down the project.

Claims are grounded

Where an outcome can be measured in revenue, staff capacity, error reduction, or another meaningful metric, I will quantify it. Where it cannot, I will say so rather than invent a flattering number.

The steps

Four steps, and where each one ends

01
Free
A 20-minute call
You describe what is going wrong. I ask about the systems, workflows, and people involved, and we determine whether PipeCraft is the right fit.
Ends withA clear answer about fit and whether a Systems & Workflow Review makes sense.
02
Fixed Fee$3,500
Systems & Workflow Review
I talk with the people who actually do the work, trace the affected process across the systems involved, and identify where data, automation, configuration, or handoffs begin to break down.
Ends withA current-state workflow map, root-cause findings, prioritized recommendations, defined scope and pricing for each recommended fix, and a clear implementation order. The findings are yours whether we continue working together or not.
03
From$8,000
Build the Fix
You choose which recommendations from the review to move forward with. We agree on the implementation order and timeline, then I configure, integrate, automate, test, and launch the work already defined.
Ends withWorking workflows and integrations, testing, documentation, clear ownership for exceptions, and 30 days of post-launch support.
04
From$1,200/mo
Hand Over or Keep It Working
Your team can take over using the documentation provided, or I can continue monitoring critical workflows, investigating failures, and making small adjustments as needed.
Ends withYour choice. Ongoing support can be canceled with 30 days' notice.

What you actually receive

Artifacts, not impressions

A current-state map of the workflows and handoffs involved
Root-cause findings showing where problems start and what they affect
A prioritized list of recommended fixes with defined scope and pricing
Documentation for how systems exchange data and what should happen when something fails
Clear ownership for critical workflows and exceptions
Runbooks for likely failure scenarios and how to respond
Admin access, credentials, documentation, and project assets kept in accounts you own

Terms

The commercial part, without the dance

How I price: Fixed fee against a defined scope. No hourly billing and no retainer required to get started.
Payment: The Systems & Workflow Review is paid up front. Implementation work is typically split between project start and launch.
Who does the work: I lead and perform the work. For larger implementations, I may bring in trusted contractors with relevant experience, and I will tell you who is involved and what they are responsible for.
Where I work: Remote, during Eastern U.S. business hours. Discovery, implementation, testing, launch, and support are all delivered remotely.
Contracts and procurement: I can work through standard vendor onboarding, agreements, procurement forms, and insurance requirements.
If something does not work as agreed: For 30 days after launch, defects in the delivered work that fall within the agreed scope are corrected at no additional charge. After that period, additional fixes, changes, or support are handled through a new scoped engagement or the optional ongoing support plan.

Reasonable objections

Things people ask before saying yes

Is the paid review just a sales pitch?

No. The Systems & Workflow Review is a standalone consulting deliverable. You receive the workflow map, root-cause findings, prioritized recommendations, defined scope, and pricing whether or not you hire PipeCraft to implement the fixes. You can move forward with me, take the findings to another provider, or decide not to implement anything yet.

We already have an AMS vendor and a web person. Where do you fit?

Those providers usually own specific parts of the stack. PipeCraft looks across the full workflow to determine where the problem actually starts and what it affects. Sometimes the issue is in the handoff between systems. Sometimes it is a configuration, automation, or data problem inside one of them. My job is to find the cause and fix the workflow around it.

Do we have to replace our AMS?

Usually not. Replacing a core platform is expensive and disruptive, so I do not start there unless the evidence points there. If the AMS genuinely is the constraint, I will tell you. Platform selection and replacement are separate projects, and I can help you understand what needs to change before you begin one.

You're one person. What happens if you disappear?

That is a reasonable concern. Your accounts, credentials, repositories, and data stay under your control. The workflows and integrations are documented for someone else to understand and support, and I favor established platforms with accessible talent rather than proprietary systems that depend on me. The goal is for you to be able to replace me without rebuilding everything.

How long until we see something?

The timeline depends on the systems involved, the complexity of the problem, access to the right people and accounts, and any third-party dependencies. The review defines the implementation scope and recommended order of work. Once you choose which fixes to move forward with, we agree on a timeline before implementation begins.

Are we too small or too large for PipeCraft?

Headcount is not the main qualifier. PipeCraft tends to fit organizations where important membership, event, financial, or operational workflows depend on multiple systems working together and where the cost of fixing those problems manually is significant enough to justify the work. If the problem does not justify the investment, I will tell you.

Tell me what's not working the way it should.

Twenty minutes. We’ll talk through the problem, the systems involved, and whether PipeCraft is the right fit.