Service / Scope dossier
CTO Guidance Intensive
A focused decision session to align architecture, roadmap, offer, and delivery.
The promise
Stop guessing. Leave with decisions you can ship.
Outcomes
- You stop debating and start executing with confidence.
- Your architecture matches your roadmap (so you avoid rewrites).
- Your offer matches your product (so sales don’t feel like lying).
- Your delivery cadence gets real (predictable shipping, fewer fires).
- Your security posture has a baseline (no “we’ll fix it later” debt).
Scope
Included
- One focused session (no wandering, no fluff)
- Architecture + roadmap alignment (what to build now vs later)
- Branding + offer alignment (what you’re actually selling, tightened)
- Delivery cadence + security posture baseline (so you can ship safely)
- Action plan + ordered next steps (clear, brutal, usable)
Deposit
$0credited to your first sprint
Add-ons
Retainer: Monthly CTO Office Hours
$999
Follow-up Implementation Sprint
$3,500
Deliverables
- Ordered action plan (5–12 bullets) with next 1–3 moves
- Architecture guardrails + “do this, not that” decision list
- Phased roadmap (Now / Next / Later) tied to constraints
- Security baseline checklist (auth, access, secrets, logging, rules)
- Recommended next sprint scope (if you want us to execute)
Process
1
Quick intake: goals + constraints + links (optional)
2
Focused session: decide architecture, roadmap, offer, delivery standards
3
Lock next steps: ordered action plan + risks + recommended sprint scope
Proof
Click a receipt. Close returns you here with your place intact.
Pecan Milk Mobile — Store-Shipped Commerce + Community App
A real product: commerce, content, accounts, and community — shipped to iOS + Android.
A real product: commerce, content, accounts, and community — shipped to iOS + Android.
- Users can browse products, favorite products, and manage favorites.
- Users can place orders, update orders, view order history, and manage recurring/subscription orders.
- Users can checkout and pay in different ways through an in-app payments flow.
- Users can update account details, upload a profile picture, and manage notification preferences.
- Users can consume content: videos, recipes, blog articles, and news/press.
- Users can interact in forums (social + educational) for questions, feedback, and community discussion.
- Updates/blog supports engagement (likes + comments).
Designed and published the Pecan Milk mobile app (front-end + back-end) for Apple App Store and Google Play. Built to mirror core website functionality: products, orders, payments, content, updates, and forums.
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Teach X — Store-Shipped Marketplace + Ops System
Bookings worked. Refunds worked. Payouts worked. Ops could breathe.
Bookings worked. Refunds worked. Payouts worked. Ops could breathe.
- Popups/classes can be posted and reliably appear in list + map views (modern geospatial query fix via numeric lat/lng fields).
- End-to-end booking and refund flows shipped with email confirmations.
- End-to-end payout and withdrawal flows shipped with confirmations.
- Push notifications implemented with sound + in-app routing from notifications screen.
- Moderation/flags implemented (including flag notes and resolution actions for maximum safety for minors).
- Admin portal upgraded for platform operations (manage bookings, resend confirmations, settings, search).
- Outlets implemented as chatrooms with attendees subcollections and member counts.
Shipped a real marketplace product with real operational needs: posting + discovery, booking + refund, payout + withdrawal, notifications with tap-through routing, moderation/flags, and admin tooling to run the platform.
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Pocket Watch / Books Breezy — Store-Shipped Mobile Accounting Suite
We turned bookkeeping into a product you can actually use daily: a finance app with real accounting bones — budgets, bills, ledger, actuals, net worth.
We turned bookkeeping into a product you can actually use daily: a finance app with real accounting bones — budgets, bills, ledger, actuals, net worth.
- Budgeting logic structured around real account groupings with editable budgets and start dates.
- Bill calendar supports recurring + one-time bills with per-occurrence paid amounts and paid dates.
- Actuals quadrant supports statements, date-range presets, and drill-down to filtered journal entries.
- Net worth implemented as a balance sheet with liquidity ordering + current ratio calculation.
- Subscription tiers + free trial gating + banking limits + deactivation messaging implemented.
Built a mobile-first accounting suite with serious internal structure: Chart of Accounts, budgeting, bill calendar, journal entries, actuals vs budget, net worth, onboarding/banking sync flows/subscription gating, and operational guardrails to scale safely.
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Guardrails
You’ll bring
- Your goal for the next 2–6 weeks (what “win” means)
- Links or artifacts (optional): repo, Figma, screenshots, current stack
- Any constraints: deadline, budget band, platform requirements
- What’s currently breaking / slowing you down (top 3)
Not included
- Full implementation (book a sprint for execution)
- Unlimited async support (retainer covers ongoing steering)
- A “perfect” architecture diagram for ego purposes
- Anything that delays shipping without improving outcomes
FAQ
IP — who owns what?
Ownership and licensing are stated in the reviewed agreement for the engagement.
Revisions — how does that work?
Revision allowances and change-request handling are stated in the reviewed scope.
Warranty?
Support and defect-remediation terms are stated in the reviewed agreement.
NDA?
Confidentiality requirements are reviewed during scoping and documented before work begins.
Deposits?
The applicable deposit, crediting, cancellation, and refund terms are confirmed in the reviewed agreement before checkout.