Foundation Audit
Understand where records, business rules and handoffs break down, then decide what to change.
See the audit scopeWork with Ryan
Start with one process that needs to work better
Understand what needs fixing, build the agreed change, or keep improving your systems with hands-on help. We agree the scope, responsibilities and checks before starting. Advice and focused hourly support are also available.
Ways to work together
Start where the work needs attention.
Choose the help the situation needs. An audit can stand alone or the investigation can be included in an agreed build.
Free introduction 30 minutes
Talk through the problem, the people involved and a useful next step.
Foundation Build
Put the agreed process into HubSpot and connected tools, then check the result with your team.
See build scope and pricesOne Problem at a Time
Keep working through agreed priorities with hands-on implementation and clearly defined support.
See ongoing deliveryUnderstand what needs fixing
Foundation Audit
Review the records, business rules and handoffs behind one agreed area of the business. You receive a gap map and recommended next steps for the Business Playbook.
Fixed fee agreed before starting. We define the systems, access and deliverables in scope. A separate audit is optional when the relevant investigation is already included in an agreed implementation project.
A specific assessment
AI Agent Data Readiness Assessment
Before you fund an agent build, check whether the workflow’s data, rules and permissions can support it. I assess one to three related workflows and leave your team with a recommendation, a prioritized gap list and reusable checks.
Read-only assessment. Fixed fee agreed before starting. Typically two to three weeks once access and inputs are ready.
Explore the assessmentPut the agreed process into your systems
Foundation Build
Build the records, rules and connections your team needs to do the work, then check the result and help them use it. The scope covers the process we agree to improve, with the relevant Business Playbook decisions captured in the systems and working instructions.
| Build scope | USD / project | Scope |
|---|---|---|
| Small | $7,500 | One problem, one system and one client owner; investigate the cause and make the agreed improvement. |
| Standard | $15,000 | One workflow across two systems, or a defined integration, UI extension or data-model build. |
| Complex | From $25,000 | Several systems, quote-to-payment work or migration remediation, delivered in phases. |
Fix · $4,500
For a known cause and bounded correction. Scheduled project work, not emergency coverage. A defined repair remains available without a broader Foundation Build.
Project fees cover the agreed result, including the responsibility to investigate, deliver and verify it; they are not hour allowances. Prices are USD. We confirm scope from the systems, unknowns, verification, rollout and responsibilities involved. Investigation, verification and handover are included in the agreed project; licenses, hosting and other third-party costs are explicit in the proposal.
Specific HubSpot applications
Explore what I help with →Payment and scope changes
For implementation projects, half is due at signature and half on written acceptance after the agreed checks pass. Scope changes require your approval before additional cost.
Ongoing delivery
One Problem at a Time
Keep working through agreed priorities, with a clear owner and check for each change. Each result can stand on its own; continuing work is a separate choice.
Ongoing implementation
From $7,500 USD / month
I lead implementation of agreed improvements alongside your team.
Joint USS + VFT partnership
From $10,000 USD / month
USS delivery and Value-First Team coaching, with named roles and agreed joint scope.
The proposal confirms the work sequence, capacity, named participants, fee, availability and support. Unlimited delivery and on-call coverage are not included.
Advice for your system owner
My judgment. Your team’s implementation.
Working session
$450 USD / session
60 minutes with me, up to 30 minutes combined preparation and follow-up, and written next steps.
Working-session detailsOngoing advisory
$2,500 USD / month
A weekly 60-minute session plus up to two hours combined monthly for preparation, written decisions and questions.
Advisory arrangementsAdvisory reserves a regular place in my schedule and a maintained decision record. I respond to between-session questions within two business days; resolution depends on the work required. Deeper investigation, implementation and launch coverage need their own scope.
Published prices
What kind of help do you need?
Choose a way to work together.
See the budget and what it includes.
Foundation Audit fees are agreed separately after we define the scope.
Total · USD$1,500
Choose your project
Reserve time with Ryan
$250 / hour4-hour minimum40 hours
Investigation, hands-on work, checks and handover use these hours.
Planning estimate in USD. Scope, availability and any third-party costs are confirmed before work begins.
Hourly support
USD$1,500
estimated engagement total
- 4 hours × $250
- $1,000
- One-time onboarding
- $500
Included in this option
Hourly support starts at $1,500 for new hourly clients: four hours at $250/hour, plus $500 onboarding. Already onboarded clients can book four hours for $1,000. All project, advisory and ongoing delivery prices are listed below.
The hourly arrangements
Time to do the work properly.
$250/hour · Four-hour minimum
$500 one-time onboarding for new hourly clients. Start at $1,500, or $1,000 for four hours once onboarded.
For a short, scheduled task with clear priorities. I explain what is complete, what remains and the next decision.
Why the minimum and onboarding fee?
Useful work starts before the first change. Onboarding covers initial intake, engagement coordination and arranging access. The four-hour minimum gives us room to investigate, make progress, check the work and leave a useful handover.
What uses the work hours?
Technical context gathering, investigation, implementation, meetings about the work, testing and handover. Onboarding activities are not charged again against those hours. The free introduction remains free.
A time budget does not guarantee a finished result. We agree priorities and what is realistic before booking.
What is agreed before booking?
Scheduling, payment and unused-time arrangements. Additional hours need your approval. This is scheduled work; emergency or on-call coverage needs a different arrangement.
The $500 fee applies only to new hourly engagements. Project and advisory prices already include their agreed preparation and setup.
Three situations I know well.
Customer changes and handoffs
Keep the approved agreement, delivery requirements and billing instructions connected when scope, quantities or dates change.
Inherited system
I trace its behavior and dependencies, then correct the part that matters.
Untrusted number
I check the measure and the records beneath it before choosing the correction.
How a project moves from agreement to acceptance.
For a project, we agree the result, fixed fee and acceptance checks in writing before work begins. The first week usually includes a review of the relevant system, subject to agreed access. Investigation is included in the implementation scope; a separate investigation, if needed first, is agreed and priced explicitly.
Understand
Follow real work, including changes and exceptions.
Map the process, sample records, systems and people.
Design
Agree the handoffs, decisions and checks.
Define the proposed process, information needed and acceptance cases.
Build
Configure, connect or extend the systems.
Test the normal cases and agreed exceptions.
Practice
Rehearse the work with the people who will use it.
Leave working instructions, realistic scenarios and agreed rollout support.
Improve
Review actual use and decide what needs attention next.
Check agreed measures, issues and separately scoped next steps.
I build the change and verify it against real records and agreed exceptions. We review the checks together and confirm acceptance in writing. For example, an agreed test might require one correctly priced invoice and no duplicate when the same job is processed again.
Where the scope supports it, we plan for two to six weeks. The proposal names the access and decisions the timeline depends on. A first improvement within 30 days may be one usable part of a larger engagement.
We agree what completion means for your scope: the accepted change, tested cases, team practice, usable guidance and maintenance responsibilities. Continuing improvement or support beyond that scope is agreed separately.
The people behind the work
Work directly with me. Bring in specialists when needed.
What I own
I own investigation, design, implementation and verification. If others join, I name them and their roles before they start; I remain accountable.
What you provide
Provide a process owner, access to the relevant records, timely business decisions and time for the affected people to test and practice the change.
What you keep
You keep the agreed deliverables, documentation and decision record. The proposal specifies source and configuration rights, third-party licenses and maintenance responsibilities. I walk your owner through use and maintenance, including a supervised change where appropriate.
Experience with the system.
Judgment about the business.
You work directly with me on HubSpot architecture, integrations, contract and billing workflows, and the decisions around them. My customer success and implementation background helps me connect the configuration to the people who use it.
When the scope needs another specialist, I can involve Leonardo Tristão for applications, integrations and browser-based testing, or Chris Carolan and the Value-First Team for an agreed joint engagement. We name the people, roles, availability and fees before they join. Specialist access is specific to your scope.
For the people approving the work.
The proposal states the result and limits, named responsibilities, the fee or approved time budget, dependencies, acceptance checks, rights, handover and support. Once scope and pricing information are clear, I send it within one business day and arrange a 20-minute walkthrough with the approver.
Bring a normal record and a difficult exception so we can identify what feasibility checks belong in scope.
This usually fits when someone on your side will own the result, participate in decisions and learn the change, and you plan to improve the system you have rather than replace it. Urgent billing failures or round-the-clock coverage require a different arrangement.
Talk with Ryan
Bring the result you need and one recent example. In a free 30-minute introduction, we’ll discuss fit, scope and a useful next step.
Free, 30 minutes. No technical brief needed. Prefer paid advice on one decision? See the $450 working session.
Situation to discuss