A clear path from first conversation to a fully operational growth platform — with most of the heavy lifting on our side.
You invest your time, share access to your data, and engage in real conversations about your business — at zero cost. By the time you're deciding whether to sign a contract, you've already received meaningful work product:
If we're not the right fit, you walk away with insight you didn't have before. The 30-day buildout and ongoing coaching begin only after a contract is signed.
Most of the heavy lifting is on our side. Your involvement is concentrated in a handful of focused conversations and a few specific things only you can provide.
We start with an introductory conversation about your business — what you do, how you grow, what's working, what isn't, and what you'd like to be different. This is exploratory on both sides. You're learning whether CARVE is the right fit, and we're learning whether we can deliver real value for your specific situation.
Your business model, current growth drivers, pain points, and aspirations. No agenda — just an honest, open conversation that helps both sides decide whether to move forward.
If there's mutual interest, you'll receive a kickoff email with two specific requests that set the timeline for everything that follows.
An honest conversation about your business and goals. Nothing more at this stage.
The kickoff email asks for two things, and the order matters — both feed everything that follows.
We need access to your Google Analytics, Google Ads, and Meta advertising accounts. Once granted, your data starts flowing into our managed environment immediately. We need at least 1 week of accumulation before meaningful analysis is possible — so prompt access is what sets the timeline for everything else.
A set of standard reports from your CRM — MindBody, Vagaro, or whatever platform you use. These give us a real window into how your business operates: customers, transactions, services, and retention patterns. We use these to come into the discovery call already informed.
Verifying data is flowing correctly, reviewing your CRM extracts, and developing initial questions and hypotheses about your business to bring to the discovery call.
The discovery call is a working session focused entirely on you and your business. It's not a sales pitch — by this point the engagement is already moving forward. This conversation is exploratory and broad.
We're building a real understanding of where you are and where you want to be — because the system we build needs to serve those goals, not just generate reports.
Duration: 60 to 90 minutes
What we ask: Time, candor, and clear thinking about where you want your business to go.
What you'll know by the end: When to expect your Growth Plan and exactly what it will contain.
By the time this call ends, we have what we need to begin drafting your Growth Plan.
We come back to you with a Growth Plan — a presentation that lays out what we've learned, where we see the biggest opportunities, what we recommend building, and how the engagement will be structured. This is a working session, not a one-way delivery.
A tailored analysis of your business with specific recommendations. We present it together, you ask questions, we adjust. Whether or not you sign, the Growth Plan is yours to keep.
Some clients sign in the room. Others want a few days to think it over. Both are completely normal. We'll never pressure a decision — the fit has to be right for both sides.
We schedule the kickoff for your 30-day buildout, collect any remaining credentials, and Day 1 begins. From here, the platform starts taking shape.
The 30-day window between contract signature and go-live is when your platform gets built, your data gets connected, and your reporting framework gets defined. Several workstreams run in parallel — some are conversations with you, some are technical work happening behind the scenes.
At the end of the 30-day window, the platform is live, your data is flowing, your KPIs are configured, and your team has access. A formal handoff session covers navigation, interpretation, and how to extract maximum value from what's been built.
Best for businesses in active growth mode or those making frequent operational changes. Maximum touchpoints, fastest iteration cycles.
A strong cadence for most businesses — frequent enough to stay ahead of trends, spaced enough to let actions produce measurable results before the next review.
Suited to more stable businesses or those in a steady-state phase. Enough frequency to stay strategic without over-managing the data.
In each session, we review your data together, identify what's working and what isn't, and define the concrete actions you'll take before the next session. The platform tells you what's happening. The coaching turns that into what you do about it — week after week, month after month, as your business grows toward the goals you set in Phase 3.
Across every phase of the engagement, a few things stay consistent — by design.
You're not managing a project or coordinating between vendors. We do the building. Your role is to show up for focused conversations and provide access when we ask for it.
The kickoff, discovery, plan presentation, working sessions during buildout, and ongoing coaching. Everything in between is us doing the work.
When we're waiting on something, it's almost always credentials, an extract, or a decision from you. The faster those arrive, the faster the engagement moves.
The conversations during the 30-day window aren't a formality — they're where your specific reality gets encoded into the platform. No generic templates.
What you're really hiring CARVE for is sustained growth. The platform makes that possible. The coaching makes it happen.
Every phase has a clear purpose, a clear ask, and a clear deliverable. Here's the full picture at a glance.
Working With CARVE: What to Expect