You always know what comes next.
Every engagement moves through clear phases. You see the plan for each one before you commit to it, and you can stop whenever it makes sense.
Five core stages, with a clean handoff at the end of each.
1. Assessment
A structured conversation plus a written report. You learn exactly where you are before spending a dollar on build work.
2. Recommendation
A written proposal scoped to what the assessment found. No surprises, no hidden add-ons.
3. Build
Stage-gated project work with check-ins at each gate. You review and approve before Birch moves forward.
4. Handoff
Documentation, training and a stabilization period, so the system belongs to your team.
5. Ongoing (optional)
Retainer support for monitoring, tuning and adapting as your needs evolve.
One partner, three areas that fit together.
Strategy and foundations come first, then the day-to-day operating work, then AI once the foundation is sound.
Strategy, governance and foundations.
Leadership can measure outcomes and decide with confidence. That comes from assessment, strategy and governance across marketing and IM/IT that connects the systems and data.
Fractional IM/IT and marketing engineering.
Your systems quietly do their job, day in and day out. The operating work behind that: platforms, integrations, security, vendors, web, email, CRM and analytics.
AI implementation and adoption.
AI your team actually uses and can rely on. AI strategy, implementation and adoption, built on a foundation that can support it, with the training and governance to match.
Book discovery
A structured conversation, a written report and a phased plan. The scope and fee are set to fit your organization, and the report is yours to keep whether or not you carry on with Birch.