Where you actually are
Stage by stage, in the written report.
An hour on your problem. Then a written report on the gaps, with the effort and the timeline to close each one.
One hour, with the engineers who would do the work. Nothing is quoted before the second call.
The same four stages whether you have built nothing yet or have three things half-live.
Your problem in your own words, the open items you are carrying, and where you actually are today. The engineers who would do the work are on the call, not an account team.
Each gap named against the stage you are at, with the effort and the timeline to close it. Anything your own team could close is marked as yours to keep.
You keep the report either way. If the honest reading is that you do not need us yet, we would rather say so on the second call than in month three.
The same update template every time, reporting how close we are to the outcome set before the build started — rather than a list of what we did that fortnight.
the bar the compliant path had to beat
classification accuracy, all eight taxonomy levels
in daily use by pilot brokerages on real transactions
Not sure which of these is you? That is what the first call is for. What we will not do is run an ideation workshop or sell a strategy deck as the deliverable.
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