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Process · 7 phases · ~6-month arc

From first call to compounding.

A retainer is a relationship, not a project — so the page that explains how it works should read like one. Below: the seven phases of a typical GoSmartR engagement, what we do, what we ask of you, and what lands at the end of each phase. No agency-speak, no “discovery sprints,” no padding.

Currently accepting clients

01 · Week 0

Discovery

We figure out if this is a fit before money changes hands. The audit is free, the call is free, and the answer at the end is honest. We say no to projects we can’t do well.

What we do

  • A 5-minute site audit you can act on with or without us
  • A 30-minute call about the constraint, not the deck
  • A written proposal naming the right tier and the trade-offs

What you do

  • Run the brief generator (8 questions, ~3 min)
  • Tell us what success looks like in 6 months — with numbers if you have them

What you get

  • A written tier recommendation with the why behind it
  • A clear yes or no — we don’t chase or pressure
  • An audit you keep regardless of whether we work together

02 · Week 1

Onboarding

A focused first week that ends with the studio in your stack and the first work shipped. No "we’re still getting set up" excuses by the end of week one.

What we do

  • Audit your repo, hosting, analytics, search console, error tracking
  • Set up our shared dashboard with project status + monthly counters
  • Identify the three highest-leverage tasks for month one
  • Ship the first one inside the first week

What you do

  • Grant access to the systems we agreed on — we send a checklist
  • Hand over brand assets, voice notes, prior design files

What you get

  • A tidy access log of every credential we hold, why, and how to revoke
  • An onboarding doc with our first-month plan, named tasks, target dates
  • The first shipped fix — already in production by Friday

03 · Weeks 2–4

First wins ship

The remaining weeks of month one are about hitting the three identified targets. We bias toward visible wins so by month-end you have evidence the engagement is working.

What we do

  • Ship the remaining month-one tasks
  • Run weekly internal performance checks (LCP, CLS, INP, error rate)
  • Draft the first monthly report from real data, not vanity metrics

What you do

  • Two short async reviews — one mid-month, one before the report
  • Flag any internal stakeholder who needs to weigh in early

What you get

  • Three production changes, each with before/after numbers
  • Working messaging in your dashboard — no email-tag for context

04 · End of month 1

First report

The deliverable that justifies the retainer. One-page, action-oriented, signed by a real human. The report ends with one optimisation we’d test next — the seed of month two.

What we do

  • Write the report — plain English, no jargon, real numbers
  • Record a 3-minute Loom walking through it
  • Schedule the month-two strategy call (if your tier includes one)

What you do

  • Read the report — it’s designed to take 5 minutes, not 50
  • Reply with one question or "ship it" on the next test

What you get

  • A one-page report with the month’s changes + measured impact
  • A clear next-month plan, drafted before the call so the call is faster

05 · Months 2–3

Cadence

By month two we’ve learned each other. The cadence becomes predictable — you stop wondering whether work is happening, because the rhythm itself is the proof.

What we do

  • Active SEO sprints (Acceleration & Scale)
  • One paid campaign sprint per month (Acceleration)
  • Bi-weekly 30-minute strategy calls (Acceleration), weekly 60-minute (Scale)
  • Continuous shipping — small changes most weeks, larger ones when warranted

What you do

  • Show up to the strategy call — we move faster when you’re in the loop
  • Forward inbound leads / press / partnerships you want us to factor in

What you get

  • A monthly report that is structurally the same, so trends are obvious
  • A growing log of “what we tried, what worked, what didn’t”

06 · Months 3–6

Tier review

The retainer’s job is to be right-sized for the moment. We surface tier-up moves when reports keep recommending tests and tier-down moves when the work calms. We’d rather size the tier honestly than let the retainer drift underwater.

What we do

  • Flag tier-up moments inside the monthly report when we see them
  • Recommend tier-down moves when stewardship is the right phase
  • Walk through the actual numbers driving the recommendation

What you do

  • Read the rec — say yes, no, or "tell me more"
  • Loop in finance / leadership early if a tier-change needs sign-off

What you get

  • A retainer that’s sized for what’s happening, not what was true at signup
  • A documented rationale, in writing, for every tier change

07 · Month 6+

Compounding

The phase the work is designed for. By six months the patterns in your data are clear, your dashboard is the default tab, and the next quarter’s plan writes itself off the trends.

What we do

  • Quarterly business reviews (Scale) — long view, named team, real strategy
  • Custom builds in-flight (Scale) — dashboards, integrations, A/B framework
  • Compounding work: every report stacks on the last

What you do

  • Treat us like part of the team, not a vendor — it’s how the work gets best
  • Tell us when something internal changes — strategy shifts faster than process

What you get

  • A site that gets better measurably every month
  • A studio that knows your business well enough to disagree productively

Reality check

What happens when the engagement doesn’t follow the happy path.

Three scenarios we’ve been in. Reading them ahead of time should help you decide whether we’re the right studio long before any agreement is signed.

  • When the work isn’t compounding

    Sometimes month two looks like month one and month three looks like month two. We surface that early — usually in the second monthly report — with a written rationale. The fix is almost always strategic (the wrong tier, the wrong channel, a missing internal stakeholder), not tactical. We rewrite the plan; we don’t bury the lede.

  • When you outgrow us

    A good retainer doesn’t last forever. When your needs cross into product engineering, in-house design leadership, or a category we don’t serve well, we say so. We hand off our access log, last 12 months of reports, and a written transition plan. No equity to defend, no resistance, no fee for the goodbye.

  • When we say no

    We turn down work we can’t do well. Industries we don’t understand, projects with adversarial constraints, brief generators that come back with mismatched goals and budget. The proposal will say no, with reasons, plus an honest recommendation of who might be a better fit. We’d rather lose the deal than ship work we don’t believe in.

Ready to start

Three ways in.

The 30-minute call costs nothing and ends with a yes or no. The brief generator and free audit produce artefacts you keep either way.