Step 4: Your Choice
Once the audit is delivered and we've walked through it together on a 15-minute call, the relationship is whatever you want it to be. There's no automatic check-in, no nurture sequence, no follow-up sales pitch. The document is yours.
What this step is about
Most teams take the document and implement it themselves, often with an internal developer or with a contractor they already use. That's the intended outcome. The audit is structured to be useful in isolation — every recommendation includes enough context (recommended tool, reasoning, alternative considered, what to ask a developer) that you don't need us to act on it.
Some teams come back with a follow-up paid engagement: 'We've decided to do recommendation #2, can you scope an implementation?' We quote that separately and clearly — usually a fixed price for a defined scope, or a capped time-and-materials structure if the scope is genuinely uncertain. We don't pad the quote because the audit was free; the audit being free is part of how we figure out whether we're the right partner for paid work, not a subsidy that gets recouped.
Some teams come back six months later with a fresh question — a new workflow, or a circumstance that changed since the original audit. Those follow-ups are usually quick, often free, and never auto-scheduled. You email us when you want to talk; we respond.
What we deliberately do not do
We don't add you to a marketing list. We don't have a marketing list. If you want to follow what we're working on, our LinkedIn is the place for that, and you can opt in.
We don't auto-renew anything. There's nothing to auto-renew, since there's nothing recurring in the original engagement. The audit ends when the audit is delivered.
We don't sell your contact information, ever, including to integration partners we recommend. If a recommendation includes a specific vendor, we are not earning a referral fee for naming them.
What this step looks like in practice
The follow-up call is scheduled within a few days of delivery. We walk through the audit page by page, pause on the recommendations you want to dig into, and answer questions about anything in the document that wasn't clear. By the end of the call you should know which recommendations you want to act on, which ones you want to think about further, and whether any of them changed your mind about which workflows matter most.
After the call, the engagement is complete unless you tell us otherwise. The most common next message we get is several weeks later: 'we did #1 and #3, here's what happened, can you take a quick look at this new thing?' That's exactly the relationship the audit is meant to start.