Public samples
See exactly what you'd receive.
These fictional examples show the form and method: map the work, find the leverage, choose boundaries, and expand only where trust has been earned.
DocumentEngagement stageOpen
01Trades receivables workflow review
A fictional heating contractor example: overdue invoices, scattered follow-up, an approval-first follow-up loop, and the smallest pilot worth testing.
Independent consultant discovery note
An example review for a fractional CFO: where the work leaks, what AI could safely take on, plain risk notes, and what to fix first.
Boutique agency delivery roadmap
An example Audit sample for a creative agency, showing a deeper workflow map, readiness scorecard, boundaries, and a managed pilot plan.