How We Work
Every Alta Velas engagement follows the same arc—whether you’re a founder building from scratch or a scaling company buried in operational debt. We learn, we build, and we hand it off right.
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What happens:
We come in curious. We want to understand your business, your team, your tools, and what’s actually breaking—not just what you think is breaking.
We conduct a structured operational assessment, interview the people who run the work day-to-day, and map the friction points that are costing you the most.
What you get:
Operational audit and gap analysis — a structured assessment of your tools, team, and workflows that surfaces where things are breaking and why. Not a list of problems — a prioritized map of what to fix first.
Friction point inventory — the specific handoffs, manual tasks, and process gaps that are costing you time and money right now. If your team is rebuilding the same spreadsheet every Monday, we'll find it.
Technology stack review — an honest look at the tools you're paying for, what's actually being used, and what's creating more work than it saves. Most businesses are over-tooled and under-integrated.
Engagement scope and roadmap — a clear recommendation for what needs to be built, in what order, and what the engagement will realistically take. No surprises.
A real conversation — not a pitch. By the end of Discovery, you'll know exactly what we see and what we'd do about it.
What this looks like in practice: A growing service business comes in thinking their CRM is the problem. After Discovery, we find the CRM is fine — the issue is that no one owns the data, the pipeline stages don't match how deals actually close, and three manual hand-offs are falling apart every week. Discovery gives us the right problem to solve.
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What happens:
We get to work. Design, configuration, documentation, implementation—whatever the engagement requires, we build it with intention and rigor.
We keep you informed, not buried. You’ll see progress, not just final deliverables.
What you get:
CRM build or rebuild — configured for how your team actually sells and serves. Clean data architecture, pipeline stages that match your real process, and automation rules that eliminate the follow-up tasks no one was doing consistently.
Workflow automations — the manual, repetitive work your team does every week, mapped and eliminated. Lead routing, follow-up sequences, status updates, internal notifications — built once and running reliably.
Process documentation — written SOPs your team can actually follow, not 40-page PDFs no one opens. Clear, step-by-step, and built for the person doing the work, not the person who designed it.
Project management infrastructure — the structure, templates, and accountability frameworks that keep your team aligned without you in every conversation. Built in the tool your team already uses, or the one that fits best.
Training and adoption support — because a system no one uses is just debt. We train your team, answer the real questions, and make sure the thing we built actually sticks.
What this looks like in practice: A company with 18 employees and no PM system is managing everything through Slack threads and shared Google Docs. Build delivers a fully configured Asana workspace, a weekly cadence template, intake processes for new work, and two hours of team onboarding. Within 30 days, the owner is out of conversations they shouldn't be in.
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What happens:
The work is done. The infrastructure is in place. Now you run it.
We hand off cleanly—with documentation, training, and a support window to make sure everything holds. Some clients stay on for ongoing management. Others take the wheel and go.
Either way, the goal was always the same: build something that works without us.
What you get:
Clean handoff documentation — everything we built, documented in plain language. How it works, who owns what, and what to do when something changes.
Team walkthrough and Q&A — a live session with the people who'll run the systems day-to-day, so they're not left guessing.
A defined support window — we don't disappear the day we hand off. There's a transition period where we're still available to answer questions, troubleshoot, and make sure everything holds.
Recommended next-build priorities — based on everything we learned during the engagement, we'll tell you what to tackle next, when you're ready.
The option to keep us on — through a fractional retainer or ongoing management, if that's what your business needs.
What this looks like in practice: A founder who spent 60% of her time managing operations now spends less than 20%. The systems run. Her team knows what to do. She's back in her zone of genius — which is the only place the business actually grows.
Stay the Course
The engagement doesn't have to end when the build does.
Some businesses want to hand off a fully operational system and run it themselves. That's exactly what we build toward—and when it's done right, that's a real win. Others want Alta Velas to stay on. To keep the wind in their sails as the business grows, markets shift, and new challenges arise.
For those clients, we offer ongoing retainer engagements built around what the business actually needs—not a packaged service tier.
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CRMs drift. Automations break. Teams change. We stay on to monitor, optimize, and iterate—so the systems you built on Day 1 keep working as your business evolves on Day 365. This includes pipeline hygiene, automation maintenance, integration updates, and proactive recommendations as your toolstack grows.
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A lighter-touch engagement for businesses that have the execution capacity but want a strategic partner in their corner. Monthly check-ins, real-time sounding board, and someone who knows your business well enough to tell you the truth.
Not a retainer for deliverables—a retainer for clarity.ion text goes here
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For teams that need a consistent PM presence to keep projects on track, stakeholders aligned, and momentum high—without the overhead of a full-time hire. We embed at the operational level and keep the work moving.
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Every ongoing engagement is scoped to fit. We don't believe in locking clients into packages that don't match their needs. After the initial build, we'll have a clear picture of what continued support makes sense—and we'll build a retainer structure that reflects that.
