Our process
Buyers avoid professional services engagements when the middle is unclear. We publish the whole path — from the first call to delivered work — so you know what you are agreeing to. Nothing below requires a retainer before you have seen a written scope.
What happens next
Every engagement moves through the same six stages. The order matters: the scope is written before writing starts, and discovery happens on your own material while the work is still cheap to change. Each stage ends with something you can read, approve, or push back on.
The steps below describe a typical single-page engagement. Multi-page work follows the same sequence with longer cycles.
We start with a thirty-minute call, scheduled through the consultation request on this site. You describe the offer, the buyer, and where the funnel currently loses people.
We ask about your sales conversation, because that is usually where the real qualification criteria live. No preparation is required. If we are not a fit, you hear it on this call.
Within a few business days you receive a document listing which pages change, what proof gets added, how the lead form behaves, and what we need from you. It includes a fixed estimate for the first cycle.
You can approve part of it. Firms often start with one service page and expand later, once they see the approach working on their own buyers.
Discovery and drafts
We read what exists: your current pages, sales decks, proposals, review profiles. Where the material is thin, we interview the people who do the work.
Client-facing staff usually know the real objections, and those objections become sections. This step is scheduled before any writing begins, because most of the useful input arrives here.
Writing moves in cycles rather than one large delivery. You get a draft section, review it, and send comments while the next section is in progress.
That keeps feedback close to the work and prevents a large rewrite at the end. Revision rounds are included in the estimate, not billed separately.
You can take the copy and structure to your own developer, and we provide a spec clear enough for that. Or we handle the build and form setup directly.
Handoff and build are decided once, on paper, before any page goes live.
Before anything goes live, we walk the pages on a phone, confirm the call to action works, and check that no claim on the page needs support you cannot provide.
That last item matters. A page that promises an outcome creates a problem in your sales call, so we remove those claims at the draft stage rather than after review.
Each page is read on a phone at real thumb width, not just resized in a browser. Long headlines and forms get fixed here.
The call to action is clicked end to end, and the confirmation the visitor receives is read as a visitor would read it.
Every claim on the page is matched to evidence you actually hold. Anything that cannot be shown in a sales call is rewritten or dropped.
On your side
One person who can approve a draft without a second round of internal sign-off. Reviews are quick when the answer comes from the same seat each time.
Current pages, decks, proposals, review profiles. Shared access is enough; nothing needs to be cleaned up or reformatted first.
The objections you hear most, the questions before a decision, and the things buyers tend to check on their own.
That is the list. We do not need a lengthy onboarding document, and we do not require meetings beyond the cycle reviews.
Timelines, stated plainly
Most single-page engagements take two to four weeks from kickoff. Multi-page work depends on how much source material exists and how quickly reviews happen.
We give a schedule in the scope document and flag it if a review cycle is slipping. No project runs indefinitely without a check-in.
Umetrion Digital · 1450 Market Street, Suite 300, San Francisco, CA 94103 · +1 415-541-1359 · [email protected] · Monday–Friday, 9:00 AM – 6:00 PM
