Engagement

Expedition

When the path is clear and the work begins.

All services

A defined project with a clear objective, an agreed scope and a finish line. When your firm knows what needs to change, I carry the planning, sequencing and coordination from intention to completion.

Best for

Firms that know what needs to happen and need someone to help carry the project through.

01

A destination, rather than a cadence

An Expedition is a standalone project engagement for substantial, bounded work outside the rhythm of a retainer. Where Surveyor assesses and recommends, Expedition helps execute and deliver.

  • A custodian transition or system migration.
  • A full vendor selection cycle.
  • A CRM cleanup that restores stale data.
  • Implementation of an AI-assisted workflow.
02

How I support the work

  • Agree a specific objective, a defined scope and a clear finish line.
  • Plan and sequence the work around your staff and their normal functions.
  • Carry the coordination load from intention to completion.

Your firm signs, approves and decides.

03

Scope and fees

Fixed fee and payment schedule agreed before work begins. Projects are generally billed half on signing and half on completion. Active Navigator and Cartographer clients receive a 20% discount on separately scoped Expeditions during the retainer term.

Talk through Expedition.

The discovery call is where we work out whether this is the right fit for your firm.