The engagement model
How Engagement Flows
Every client travels the same path through the audit. After the report, three paths open — pick one.
01I
 
Discovery Call
An intro conversation. We listen to your situation, you size us up, and we decide together whether the audit is the right next step.
Duration
30 minutes
Cost
Free
02II
Audit · kickoff
Focusing Call
A working session to narrow scope, align on outcomes, and formally start the knowledge extraction process.
Duration
1–2 hours
Cost
$2,500
03III
Audit · deep work
Knowledge Extraction
We embed — interviews, document review, workflow mapping, system inspection — to map how the business is currently operating.
Multiple engagements over 2 weeks
04IV
Audit · deliverable
Findings Review
You receive a written report covering company analysis, ranked areas of improvement with supporting evidence, and a written action plan.
Duration
~90 minutes
Report delivered
After the Findings Review
◆ Three Paths ◆
A
Path A
DIY
Implement on your own
You take the action plan and run with it in-house. No ongoing relationship after delivery.
What's included
  • ◆Full written report retained
  • ◆Action plan with priorities
  • ◆No further GuildHall involvement
No further fee
Report is yours to keep
B
Path B
Advisory
Hourly expert help
We work alongside your team — installing, configuring, and helping people actually use the new workflows and tools.
What's included
  • ◆Supporting implementation
  • ◆Tool setup & configuration
  • ◆Team training on new workflows
Billed hourly
Pay as you go
C
Path C
Managed Service
Embedded partner
GuildHall stays on as your operating partner — proactively scouting opportunities, keeping your stack current, and steering the engagement month over month.
What's included
  • ◆AI assistant tuned to your workflows
  • ◆Monthly working hours with us
  • ◆Proactive opportunity scouting
  • ◆Ongoing tech upgrades
Monthly subscription
Ongoing engagement
guildhall · the engagement model · 2026◆collective of experts