// METHOD

Our Process

A straightforward process that keeps scope visible, decisions clear, and outcomes measurable.

Need details on scope changes? Review our Change Request Policy.

Method process overview

  1. 01

    Intake

    Align goals, scope, and success criteria before work begins.

  2. 02

    Baseline

    Capture where things stand now and identify friction points.

  3. 03

    Plan

    Sequence work, owners, and milestones into a practical roadmap.

  4. 04

    Ship

    Launch in controlled batches with QA and verification.

  5. 05

    Measure

    Review outcomes, learn quickly, and choose the next move.

// STEP_01

Intake

Goal
Align business outcomes, constraints, and decision owners before any build work starts.
What we produce
Intake Brief + Scope Guardrails
What we do
  • Run kickoff intake to capture goals, timing, and non-negotiables.
  • Review current site, analytics, and conversion points.
  • Confirm scope boundaries, risks, and approval workflow.
How client participates
Share baseline context, stakeholders, existing analytics access, and constraints.
// STEP_02

Baseline

Goal
Create a measurable before-state for speed, clarity, and conversion behavior.
What we produce
Baseline Snapshot + Friction Map
What we do
  • Capture baseline performance and path-to-action metrics.
  • Map friction across key templates and user journeys.
  • Document opportunities by impact and implementation effort.
How client participates
Validate key pages, audience priorities, and KPI definitions.
// STEP_03

Plan

Goal
Translate findings into a practical step sequence with clear ownership.
What we produce
Execution Plan + Milestone Timeline
What we do
  • Prioritize work by impact, risk, and dependency.
  • Define content, design, and technical tasks for each step.
  • Set timeline checkpoints and review moments.
How client participates
Approve priorities, provide content inputs, and assign reviewers per milestone.
// STEP_04

Ship

Goal
Launch focused improvements with QA coverage and low operational friction.
What we produce
Production Release + QA Log
What we do
  • Implement approved updates in scoped release batches.
  • Run functional checks across devices and key flows.
  • Deploy with rollback notes and post-launch verification.
How client participates
Review staged builds, complete acceptance checks, and approve launch timing.
// STEP_05

Measure

Goal
Track post-launch behavior and decide the next highest-value improvement.
What we produce
Measurement Readout + Next-Step Recommendations
What we do
  • Audit conversion signals and engagement quality after release.
  • Compare baseline vs. current metrics to identify change.
  • Recommend follow-on actions for the next iteration.
How client participates
Review outcomes with us and approve the next optimization cycle.
// PROCESS_FAQ

Process FAQ

What happens if priorities change during Intake or Baseline?
▶

We adjust the plan at the source: outcomes, constraints, and ownership get updated first so every downstream decision stays aligned.

How do you keep the Plan phase from becoming a long strategy exercise?
▶

We keep planning tied to execution by defining clear milestones, owners, and approval points for each deliverable.

How risky is launch in the Ship phase?
▶

Ship uses scoped releases, QA checks, and rollback notes, so launch risk is controlled and operational disruption stays low.

What do we get from Measure besides reporting?
▶

Measure compares baseline and post-launch behavior, then translates that data into next-step recommendations you can actually act on.

// NEXT_STEP

Ready to run this process on your site?

Book an intro call and we’ll map your current stage, immediate opportunities, and the fastest path into execution.