OPS / RUNBOOK

Four phases.
A clear path from
discovery to delivery.

A repeatable four-phase process for industrial clients: discovery, strategy, build, and ongoing management. Scope, ownership, risks, and decisions stay visible.

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Four connected cream process stages representing discovery, strategy, build, and ongoing optimization
FIG. 01 / FOUR-PHASE SYSTEM Discover · decide · build · optimize
ILLUSTRATIVE ENGAGEMENT FLOW

You'll know what we're doing,
why, and when.

We establish the sequence, owners, dependencies, and review points before delivery begins. The diagram shows how a typical engagement moves from discovery into ongoing work; actual timing and overlap are defined by the approved scope.

ENGAGEMENT FLOW / ILLUSTRATIVE SHEET 02
W00
W01
W02
W03
W04
W05
W06
W07
W08
W09
W10
W11
W12
  1. Discovery & Scope
    Discovery & Scope
  2. Strategy & Plan
    Strategy & Plan
  3. Build & Set Up
    Build & Set Up
  4. Run & Optimize
    Run & Optimize →
Phase 4 continues on the cadence stated in the proposal. ILLUSTRATIVE FLOW / SCOPE VARIES

What happens in each phase

Discovery gathers context. Strategy sets decisions. Build prepares the system. Ongoing delivery tests and improves the plan.

  1. P-01
    PHASE 01

    Discovery & Scope

    We learn what you make, who you sell to, where leads come from today, what's broken, and what's working.

    Deliverables
    • Capabilities & service map
    • Existing-channel audit
    • Competitor scan (3–5)
    • Customer-search analysis
    Your time
    1 × 90-min kickoff, 1 × 60-min review.
  2. P-02
    PHASE 02

    Strategy & Plan

    We translate discovery into a plan that identifies channel priorities, responsibilities, dependencies, and measurements.

    Deliverables
    • Prioritized roadmap
    • Channel-mix proposal
    • KPI dashboard spec
    • Decision brief for approval
    Your time
    1 × 60-min strategy review.
  3. P-03
    PHASE 03

    Build & Set Up

    We prepare everything the marketing engine needs: tracking, accounts, content systems, and ad infrastructure.

    Deliverables
    • Analytics + conversion tracking
    • Ad accounts + structure
    • SEO foundation
    • Content plan
    Your time
    Light, async approvals only.
  4. P-04
    ONGOING

    Run & Improve

    Campaigns and content run on the agreed cadence. Evidence from each review informs the next set of priorities and decisions.

    Deliverables
    • Campaign execution
    • Optimization reviews
    • Performance reporting
    • Strategy reviews
    Your time
    Review cadence defined in the proposal.

Built for internal confidence

The work should be easy to evaluate before it starts and easy to control after it does.

How ongoing work is managed

The operating rhythm is set by the channels, approval needs, and decision cadence in the agreed scope.

Four blank markers arranged on a continuous closed rail representing an ongoing operating cadence
FIG. 02 / OPTIMIZATION LOOP Work · adjust · report · reset
  1. WEEKLY
    Operator works the plan: campaigns, content, ads, and on-page work.
  2. PLANNED REVIEWS
    Optimization pass: bid adjustments, content edits, and technical fixes where evidence supports them.
  3. REPORTING
    Review what changed, what it means, and which decision comes next.
  4. STRATEGY
    Revisit priorities, channel mix, dependencies, and targets as the business context changes.

Rules we hold ourselves to

If we ever drift from these, you should call us out.

  1. 01

    Plain language, always

    Recommendations are written so an owner, sales lead, or shop-floor expert can understand the decision, the work involved, and the expected outcome.

  2. 02

    Numbers, not narratives

    Every report leads with what changed, what we learned, and what we will adjust next.

  3. 03

    Co-owned, not outsourced

    You own your accounts, your data, your domain. We're the operator. If we part ways, everything stays with you.

  4. 04

    One operator per shop

    The same senior operator stays close to the work each month, learns your buyers and jobs, and remains accountable for follow-through.

FREQUENTLY ASKED

About working with us

  • Start and launch timing depend on scope, access, content readiness, approvals, integrations, and whether a website or measurement foundation must change first. The proposal states the milestones and dependencies before kickoff.

NEXT STEP

See how the process
fits your shop.

A first conversation can clarify the business problem, important dependencies, and whether this process fits the work you need.

Start a conversation →