Site Scan Consultation
A fast working session for scanning a site, pointing out what is broken, and clarifying the next best move.
Use when: the client needs immediate direction and visual proof.
This is where you help a client think through income direction, offer structure, digital tool families, delivery mechanics, and realistic next steps without jumping straight into a full system architecture session.
A fast working session for scanning a site, pointing out what is broken, and clarifying the next best move.
Use when: the client needs immediate direction and visual proof.
A middle-tier advisement lane for offer direction, income paths, payment-flow choices, and delivery structure.
Use when: the client needs a stronger business path before a full architecture call.
The premium system lane for platform architecture, workflow ownership, operator logic, and build order.
Use when: the client is ready to design the machine.
What should be sold first, what should stay secondary, and what should be packaged together.
Which editor, host, storage stack, capture lane, and payment route actually match the operator.
How the product should reach the buyer after payment: email, dashboard, workspace, download, draft, or support lane.
What not to build yet, what can stay simple, and where complexity should be delayed.
Simple capture, direct payment, instant delivery, minimal operator burden.
Guided intake, later paywall, owner-safe edits, manual review before big changes.
Editorial drafts, slower payment wall, repeat publishing rhythm, approval workflow.
Preview-first sales logic, consult close, higher-touch delivery and escalation.
Role-safe intake, lighter automation, human review, clarity over flash.
The clearest first offer or lane that should produce traction.
The follow-up offer, guide, service, or support lane that stabilizes revenue.
Which tools are enough now and which tools are too much right now.
When the client should escalate from advisement into a top-tech systems consultation.
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Move the client up when the questions stop being about “what could I sell?” and start becoming about platform ownership, editing models, workflow separation, automation safety, and build order.