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How we work

The operational details, before you ask for them.

Four work tiers, a private Slack channel, a free monthly check-in, and an invoice that ties every line item back to a thread. This is how every engagement runs.

The four work tiers

Pick the smallest tier that honestly fits.

Over-scoping a 20-minute fix into a project kills trust. Under-scoping a 15-hour build opens both sides up to scope disputes. When in doubt, we round up one tier and explain why.

TIER 01
Quick Fix
Scope≤ 30 min · ≤ $100
ApprovalNo approval needed

You post the issue, we go fix it. Logged on the next invoice. Saves us both the back-and-forth on a five-minute job.

What triggers this tier

A button is broken. A workflow has the wrong tag. The kind of thing where the email asking permission would take longer than the fix.

TIER 02
Ad-Hoc Task
Scope$100–$750 · under 4 h
ApprovalOne-line Slack estimate

We post "this is about 2–3 hours, ~$350–$525, want me to proceed?" — you reply yes — we work — we log. The Slack thread is the paper trail.

What triggers this tier

A small build, a one-off integration, a focused cleanup. Anything that fits in an afternoon and doesn't need a written plan.

TIER 03
Mini-Project
Scope$750–$3,000 · 5–20 h
ApprovalOne-page email estimate

A short PDF: objective, 3–5 bullet WBS, hour range, total estimate, start date. Email approval. We stop at the top of the range and check in if needed.

What triggers this tier

Multi-day work with deliverables you can name. Newsletter sequence build. Pipeline restructure. Reporting dashboard rebuild.

TIER 04
Formal SOW
Scope$3,000+ · 15+ h, multi-week
ApprovalSigned SOW (DocuSign)

Full SOW: summary, WBS with hours per task, requirements, consultant bio, terms, total cost, expiration. Signed before work begins. Change orders for scope additions.

What triggers this tier

Migration projects. Net-new GHL implementations. Anything multi-week with multiple stakeholders on your side.

Slack-first communication

The closest you can get to having us as your employees.

Every active client gets a private Slack channel. That channel is the primary place work happens — questions, estimates, screenshots, recordings, status, recap.

No tickets. No help desk. No account managers passing messages. Direct access to the consultant doing the work.

It's a working channel, not a 24/7 hotline. We're typically in there during business hours, with same-day response on most messages.

  • +Direct access to your consultant — same person every time
  • +Async-friendly: drop a Loom or screenshot, get an estimate back
  • +Searchable thread history is your project record
  • +No login portals to manage
#hls-acme-roofing · private channel
SK
Sarah K.9:14 AM
Our intake form on the new lead funnel is firing the welcome SMS twice. Started this morning.
MW
Marcus9:17 AM
Looking now. Likely a duplicate workflow trigger on the form-submitted event. ~10 min to confirm and fix.
MW
Marcus9:31 AM
Fixed. Two workflows were both listening to the form. Disabled the older one, tested with a dummy submit. Logged 0.3 hrs against this month.
✓ Resolved · 18 min
acme roofing · shared task tracker
Up next3
HLS-128Lead-source UTM mapping for Google Ads → pipeline
HLS-131Migrate review-request automation off Mailgun
HLS-134Conversion event sync to Meta CAPI
In flight2
HLS-126Nurture sequence — 7 emails, A/B subject lines
Marcus · ~5h est
HLS-127Reporting dashboard rebuild
Kwame · ~3h est
Shipped14
HLS-125Duplicate SMS trigger fix · 0.3h
HLS-124Booking widget timezone · 0.4h
HLS-122Spam filter on contact form · 1.1h
The monthly check-in

Thirty minutes, every month, on the house.

Active clients get a free recurring 30-minute check-in. We open the shared task tracker, walk the list, confirm status, flag blockers, and align on what's next.

This call is unbilled — relationship maintenance, not productive work. Recap goes back to Slack within an hour so the channel stays the source of truth.

Standing agenda
Walk the tracker, ticket by ticket10 min
Status, blockers, scope changes8 min
What's next + priorities for the month10 min
Slack recap posted within the hour2 min
Invoicing

Time logged to the tenth of an hour.

Invoices arrive on the first business day of the month. Per-session line items: consultant name, date, time to 0.1 hours, plain-English description of what got done.

If a charge looks wrong, you can audit it against the Slack thread and the tracker entry. Everything ties back. There are no "miscellaneous account management" line items because we don't bill account management.

Net 15
For solo and small business clients
Net 30
For agency clients with AP processes
invoice · march 2026 · #2026-031
Billed to
Acme Roofing Co.
Period
Mar 2026
Date · WorkHoursAmount
Mar 03 · Marcus W.Fixed duplicate SMS trigger on lead intake form 0.3 $52.50
Mar 08 · Marcus W.Built nurture sequence — 7 emails, A/B subject test on emails 1 & 4 4.7 $822.50
Mar 14 · Kwame C.Reporting dashboard rebuild — pipeline stage breakdown by source 3.2 $560.00
Mar 21 · Marcus W.Calendar timezone fix on booking widget for new TX location 0.4 $70.00
Total · 8.6 hrs $1,505.00
Tools we work in

We adapt to your stack.

If you already run on ClickUp or Asana or a spreadsheet, we'll meet you there.

Slack
Primary communication channel
GoHighLevel
The platform we live in
Notion
Shared task trackers + docs
ClickUp
Alternate tracker, if you prefer
Loom
Async walkthroughs both directions
DocuSign
MSAs and Tier-4 SOW signatures
Stripe
Hour-pack and audit checkouts
Calendly
Discovery, audit, monthly check-ins

Ready to see if this fits?

Book a 20-minute discovery call. We'll figure out the right tier together — or tell you it's not a fit and point you somewhere better.