Get comprehensive analysis, risk assessment, and a 90-day roadmap before committing to ongoing services.
A 2-3 week deep-dive engagement that delivers actionable insights, strategic recommendations, and a clear technology roadmap, with no long-term commitment required.
Executive Summary
Current Technology Landscape
Strategic Technology Initiatives
Architecture & Integration Strategy
Risk Assessment Overview
Detailed Risk Analysis by Category
Risk Prioritization
Mitigation Investment Plan
Strategic Objectives for Quarter
Month-by-Month Implementation Plan
Resource Requirements
Risks, Dependencies & Decision Points
Immediate Value Identification (30-90 days)
Examples:
The Strategic Assessment is a collaborative 2-3 week engagement designed to give you comprehensive insights into your technology landscape and clear direction for the next 90 days.
We’ll work together to understand your current situation, identify risks and opportunities, and develop a strategic roadmap that aligns technology with your business goals.
Week 1: Discovery and analysis
Week 2: Synthesis and deliverable preparation
Final: Presentation and discussion of findings
Standard Assessment: $1,500
Comprehensive Assessment: $3,500
The difference:
Standard: Technology stack, risks, roadmap
Comprehensive: Everything in Standard + stakeholder interviews, detailed code review, security audit, detailed implementation plans.
What You’re Getting:
The same strategic deliverables that enterprise-level companies pay consulting firms six figures to produce:
✓ Comprehensive Technology Strategy Document
✓ Risk Assessment with mitigation strategies
✓ 90-Day implementation roadmap
✓ Quick-win opportunities with ROI analysis
Your investment: $1,500-3,500
Their investment: 10-100x more
One avoided technology mistake often pays for multiple years of assessment investment.
✓ 100% credited toward first 3 months if you engage Tier 2 or Tier 3 services
✓ 50% credited toward first 3 months if you engage Tier 1 services
Example: Pay $3,500 for Comprehensive Assessment, engage Tier 2 ($6-8k/month). Your first 3 months cost $14.5-20.5k instead of $18-24k.
Strategic Assessment clients have seen:
I’m not a retired executive who remembers technology from 5 years ago. I’m currently writing code and implementing integrations. I review your architecture with a practitioner’s eye, not just a strategist’s perspective.
You won’t get a 50-page report that sits on a shelf. You’ll get specific, prioritized recommendations you can implement immediately—with clear ROI projections and resource requirements.
The assessment is framed around your business goals, not technical perfection. I’ll tell you what actually matters for your stage and objectives, not what’s theoretically “best practice.”
The discovery call is a 30-minute conversation to determine fit. The Strategic Assessment is a 2-3 week paid engagement with comprehensive deliverables. Think of it as: discovery call = exploratory, assessment = deep-dive with actionable outputs.
No. The assessment stands alone. You’ll get complete deliverables regardless of whether we work together ongoing. Many companies use the assessment to guide internal execution or hire a full-time CTO.
Absolutely. The report is professional, comprehensive, and specifically designed to be shareable with stakeholders. Many clients use it for fundraising or board presentations.
No, it’s fully or partially credited, depending on the tier you choose. The assessment becomes part of Phase 1 of our engagement, and you’ve already paid for it. You’re not paying twice.
It varies by depth of assessment. Minimum: architecture diagrams and documentation. Ideal: read-only access to code repositories, infrastructure, and key systems. We’ll discuss specifics during kickoff.
That’s fine. I provide honest, data-driven recommendations, but you make the decisions. The assessment gives you information to make better choices—you’re not obligated to follow every recommendation.
Yes, 95% of assessments are fully remote. For certain situations (complex on-prem infrastructure, sensitive security reviews), an on-site visit may be valuable but isn’t required.
Usually within 1 week of agreement. The assessment itself takes 2-3 weeks depending on complexity and stakeholder availability.
| Free Discovery Call | Strategic Assessment | Ongoing Services | |
|---|---|---|---|
| Duration | 30 minutes | 2-3 weeks | Ongoing |
| Investment | Free | $1,500-3,500 | $3K-10K+/month |
| Deliverables | Conversation & recommendations | Comprehensive report, roadmap, analysis | Continuous strategic support |
| Best For | Exploring fit | Need deliverables before committing | Need ongoing CTO leadership |
| Commitment | None | One-time | Month-to-month after 3 months |
| Next Steps | Proposal if aligned | Decision on ongoing services | Sustained value delivery |
Let’s start with a free 30-minute discovery call to discuss your situation and determine if a Strategic Assessment is right for you.
If you’re certain you want the assessment, let’s skip to the kickoff. You’ll receive an agreement, payment link, onboarding forms, and scheduling options within 24 hours.