Client satisfaction and references are of paramount importance to my business and I do not take it likely.

I seek to ensure you get what you need, and strive to get in and then get out as quickly as possible while still doing so, so as to maximize your investment and accelerate your time to value realization.

Therefore I never engage with more clients than I can handle in a normal 40-hour workweek. I find that beyond that threshold, scheduling conflicts and context-switching produce suboptimal results.

Should you choose to retain my services, I will issue to you two contracts:

• An MSA (Master Services Agreement) to serve as an umbrella contract to serve for the lifetime of our work together, including non-disclosure terms, deliverable acceptance, invoicing terms, etc., and

• A Statement of Work (SOW) to cover my initial efforts with you and your team, including the scope and my responsibilities, your responsibilities, schedule, budget, assumptions, payment terms, etc.

I will facilitate a 30-45 minute weekly status review meeting between you and me. In that meeting, I will apprise you of the overall status and highlight any risks, issues, action items, assumptions, dependencies, or decisions that must be addressed to maintain momentum. I will then follow up within 24 hours with a written weekly status report to memorialize the discussion and key follow-up items.

Should situations dictate changes to the agreements forged in the SOW, either party can initiate a COR (Change Order Request), and mid-course corrections can be made.

I prefer to work under a 2-week retainer model, with the initial retainer paid up-front upon signing the SOW (Statement of Work.)

I price my services similar to rental housing: a high-end AirBnB rental in a metropolitan area during a holiday weekend costs more on a nightly basis than an annual apartment rental in the suburbs. Accordingly, I “tier” my retainer such that fewer days/week retained over a shorter contractual time period result in a larger, hourly imputed rate than several days/week retained over a larger contractual duration.