Everything needed to run an engagement — and the workspace that runs it
The method, the instruments and the collateral in one place: field guide, metric dictionary, maturity index, runbooks, playbooks and the value model. Start an engagement from any document and the workspace seeds it with our own gates, risks and metric set.
From a first call to a quarterly review, without leaving the workspace
Each stage has the collateral beside it, and each piece of collateral can seed the engagement it belongs to.
Capture
A prospect completes the intake form, or you log the call. The qualification scorecard produces a verdict — including the two verdicts that are not a sale.
Open the intake form →Convert
Turn the lead into a client and an engagement. Gates G0–G5, the 15-risk register and the 20-metric set are created automatically.
Read the runbook →Deliver
Work the gates. Log interventions with their hypothesis and expected movement before they land, so next quarter's claim is defensible.
Facilitation pack →Prove
Baseline and current figures per team, deltas computed against the direction of good, counter-metrics beside every speed metric.
Metric dictionary →Sustain
Quarterly review from the same instrument, presented by the client. Share a read-only link with a sponsor when you need to.
Quarterly guide →The three documents to read first — the playbook is the one to work from
Start here: the engagement playbook
The whole engagement, in order, from the first enquiry to the handover — what to do at each step, which artefact to use, how to decide what happens next, and what "done" looks like. If you are running an engagement, this is the document you work from.
MethodThe Field Guide
The whole method in one read: why the work exists, the five rules, the four phases, how attribution is handled honestly, and the failure modes we design against.
InstrumentMetric Dictionary
The canonical definition of every number we report: computation, exclusions, direction of good, the counter-metric it must be reported beside, and why it is in the set at all.
Ready to scope something?
The intake form captures what a first call needs: systems, baseline availability, sponsor and timeline — and scores it against the qualification model as it goes.