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How an engagement runs

Deliberately unglamorous.

Nothing here needs a migration or a change in how anyone works. First comes the Assessment: an intake, one working session and a written report. If it fits, Concierge follows, with two calls a month, a message thread in between, and one process at a time cleaned up before anything is automated.

Step one · The Assessment

An intake, one session and a written report.

$999 AUDOne-off

  1. A short intake

    Your tools, the processes that hurt most, and how you like to work. Rough answers are fine.

  2. The session is booked

    Once the intake is in and the fee is sorted, you and I book the working session and agree the date the report will arrive.

  3. One working session

    On screen share, in your own tools. I walk through the processes you named and you stay in the room. Nothing is built.

  4. A written opportunity report

    The opportunities ranked, a clear call on what not to automate yet, and a suggested 30-day plan. In plain English, on the agreed date.

  5. Then it's your call

    Keep the report and stop, or move into Concierge, which runs under its own agreement.

Nothing gets built inside the Assessment. No automations shipped, and no half-finished build sitting in a folder.

See exactly what you'd get before you book. It's a real client's report, shared with their permission: the jobs ranked, what to leave alone for now, and a 30-day plan.

I read each request myself and email the report within one business day. I'll check in once afterwards to see if it raised any questions, and that's all. What I do with your details.

Step two · A Concierge month

Two calls a month, and a thread in between.

From $1,500 AUDA month

That covers two 45-minute screen-share calls, voice or text support between them with a reply inside 12 business hours, and one process at a time taken through audit, optimise and automate.

  1. Intake before Call 1

    A short set of questions, so I start with context instead of a discovery session. Your tools, how you like to work, and the one process you would pay the most to never do again.

  2. Call 1 is setup

    On screen share, I connect your tools, write a brand voice file, capture how you like to work and pick two or three quick wins. Nothing is automated on Call 1.

  3. Audit

    After Call 1, I take one process and look at how it actually runs, in your tools. You see every step.

  4. Optimise

    I fix what is broken in it first, so I don't automate a mess.

  5. Automate

    Only the cleaned-up version gets a Claude skill. It goes into your hub, with the call recordings and action items beside it. Then the next process starts at Audit.

If a process ever needs more than a Claude skill, such as a small custom tool, that is scoped and quoted in writing on its own, once the process is clean. It never sits inside the Assessment.

What Concierge includes →

The rules I work to

Contractual habits, not marketing lines.

Ask any provider the same questions. The answers tell you more than the portfolio does.

  • Ownership

    You own what I make. Every skill, context file and call recording lands in a shared hub you own and can see.

  • Judgement

    A human reviews anything that touches your clients or your money. Drafts wait for approval until you decide otherwise.

  • Order

    Audit, optimise, then automate. I look at the process first and fix what's broken. Only the cleaned-up version gets a Claude skill. I never automate a messy process.

  • Fail-safe

    A broken skill stops and says so. It does not guess, retry silently, or quietly corrupt your data.

  • Language

    Plain Australian English. Every report and skill is explained in the language your clients use. If I can't manage that, I don't hand it over.

  • Capacity

    A small number of clients at a time. The person you met does the work. When the call slots are full, I'll give you a start date.

What you keep

What you walk away with.

What's yours

  • The report, after the Assessment. It is yours whether or not you go further: the opportunities ranked, what to leave alone for now, and a suggested 30-day plan.
  • A shared hub you own. Under Concierge, every skill I build goes into it, with the call recordings and action items beside them.
  • A brand voice file and context files. Set up at the start, so a skill begins from how your business works rather than from a blank prompt.
  • Everything visible. You watch each step on screen share, and every artefact I deliver is one you can open and read.

The test is whether you could keep going without me. If Shift disappeared tomorrow, you'd still have everything I made and could use all of it.

Why this matters, at length →

Straight answers

The questions everyone asks.

Can I stop after the Assessment?
Yes. You keep the report, and the findings are in plain English you can act on. Concierge is optional, and it runs under its own agreement, separate from the Assessment.
Who owns what you end up with?
You do. Every skill, context file and call recording goes into a shared hub you own and can see, and the Assessment report is yours to keep whether or not you go further.
Is it safe to use AI with confidential client information?
It depends entirely on what data goes where. I work live in your own tools on screen share, you see every step, and a person reviews anything that touches a client or money. Regulated practices should confirm their own privacy and professional-conduct obligations before putting client information into any AI tool.
What happens if a skill breaks?
It stops and says so. It is built not to guess, retry silently or write a half-finished record. If you're a Concierge client, message me between calls and you'll have a reply inside 12 business hours.
Do I have to change the tools I already use?
Almost never. The work goes on top of the CRM, practice-management system and accounting package you already pay for. On Call 1 I connect Claude to them as far as each one allows. A migration is a separate decision, and I'll tell you if I think one is warranted rather than quietly building it in.
Do you guarantee results?
I stand behind what I control. For the Assessment, that's the report on the agreed date, in plain English. For Concierge, it's your call slots held, replies inside 12 business hours, and every artefact visible to you. I don't promise revenue or hours saved.

Next step

Fifteen minutes. No deck.

A short, free call to work out whether the Assessment is worth your money. If the honest answer is "not yet", you'll hear exactly that.

Book a free 15-minute fit chat Start the intake

Or WhatsApp 0450 253 297 · sam.k@shiftconsulting.io

WhatsApp0450 253 297