HOW IT WORKS
Your route to the summit, one step at a time.
From the first conversation to a business running smoothly, you’ll always know where you are and what’s next.
- Base Camp Call
- Identify the Gaps
- Map the Fix
- Build & Test
- Hand-Off
- Measure & Improve
01 BASE CAMP CALL BASE CAMP
Every climb starts at base camp.
A free 30-minute call. You tell us what’s slowing your business down. We listen, ask questions and give you honest advice about where to go next.
- LISTEN
- UNDERSTAND
- HONEST ADVICE
02 IDENTIFY THE GAPS SCOUTING
Find the leaks before anything gets built.
In a paid Gap Assessment we look at how your business runs today and find where time, leads and money slip away. You get a written route map and a clear quote.
- FIND THE LEAKS
- WRITTEN ROUTE
- CLEAR QUOTE
03 MAP THE FIX ROUTE PLANNING
Plan the route before the climb.
We plan exactly what gets built: what you use today, who does what, and where things break. You see the plan before the build begins.
- WHAT YOU USE
- WHO DOES WHAT
- WHERE IT BREAKS
04 BUILD & TEST THE ASCENT
Climb in stages. Check every step.
We build in stages and test each one with real examples from your business. You see it working and approve it before it goes live.
- BUILD
- TEST
- YOU APPROVE
05 HAND-OFF THE SUMMIT
You reach the summit. You own it.
Everything we build is yours. Your team gets written guides and training, and we stay on hand for support.
- YOU OWN IT
- TRAINING
- SUPPORT
06 MEASURE & IMPROVE STAY ON COURSE
Stay on course after the summit.
Optional care keeps everything running. We track results, improve what can work better, and repeat.
- TRACK RESULTS
- IMPROVE
- REPEAT
ACCESS AND APPROVAL
YOUR BUSINESS. YOUR KEYS.
We only ask for access when we need it, and important actions always wait for your OK.
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Access later
We ask for access only when the work needs it, and only for what it needs.
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Built in your tools
Everything runs inside the tools your business already uses.
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Approval on sensitive actions
Important actions wait for someone on your team to say OK.
Our promise: We’ll never ask for passwords or payment details through a form.
OPTIONAL CARE
STAY ON COURSE AFTER THE SUMMIT.
Care is an optional monthly plan that keeps everything running after hand-off.
OPTIONAL · MONTHLYAlready on Sherpa? Care is included.
Trail Care
$___/month
Monitoring; basic maintenance
Ridge Care
$___/month
Maintenance; up to 1 hour of updates
Summit Care
$___/month
Priority support; up to 3 hours of updates
START THE CLIMB
READY TO START THE CLIMB?
Book a free 30-minute call. We’ll listen and point you in the right direction.
