We start with how things run now.
The first step is a free 20-minute call. You describe what's happening, what should improve and anything you already know about the constraints: budget, timing, systems that have to stay. We'll tell you on the call whether we can help and what a sensible next step looks like.
A clear brief may be ready for a quote. If the next step needs investigation, we agree a paid consultation or project plan before that work starts. You do not need to buy every step.