Self-paced, on your own time
A short guided form you can complete whenever it suits you — about 10–15 minutes. You receive a personalized summary and an email follow-up.
How it works
It all starts with a Business Snapshot
Before anyone suggests a solution, we start by understanding your business. The Business Snapshot is the free, no-pressure starting point for everyone — and it shapes every step that can follow.
Start here · Free
The Business DNA Snapshot
The Snapshot is where every engagement begins — a clear, honest look at how your business works today, with nothing to purchase. You can take it two ways, whichever feels more comfortable.
As a conversation with Rachel
Prefer to talk it through? Rachel walks you through the same questions in a relaxed conversation, so nothing feels like a form to fill out alone.
Who is Rachel?
Digital Organization Consultant · AI colleague
Rachel is one of Practice Cartography's AI colleagues. She guides intake conversations and front-office support, and she listens first — understanding your systems, frustrations, and goals before anyone suggests a solution — while helping with digital organization, scheduling, and general guidance. A person stays accountable for what matters.
Curious what you get? The example Mini Report shows exactly what a completed Snapshot looks like — the summary, observations, and next-step suggestions you can expect.
What comes next
After your Snapshot
The Snapshot stands on its own — but if you'd like to go further, here's the path that can follow. Each step builds on the one before it, and you choose how far to go and how fast.
- 01
Discovery Intake
FreeSelf-paced online, or a 30–45 minute conversation with Rachel. We learn how your business actually works so any next step fits where you are. Still free, still no obligation.
- 02
Business DNA Portfolio
$397Your first paid step and our standard foundational deliverable — a premium, branded living document with an Executive Summary, Business DNA Map, Current State Assessment, and your Business DNA Rx.
- 03
Portfolio + Organization Plan
$897Everything in the Portfolio, plus a personalized Digital Organization Plan: folder architecture, documentation framework, workflow recommendations, knowledge-management strategy, and an implementation roadmap.
- 04
Portfolio + Org Plan + Implementation
Starting at $1,997Everything above, plus guided, hands-on implementation. Custom-scoped, typically 3–8 weeks depending on complexity, with a scoped proposal provided before any work begins.
A separate path
Just need a conversation? Strategy Sessions
Not everyone needs the full progression. If you'd rather have focused, personalized time with Megan, book a Strategy Session on its own.
$175
30-Minute Strategy Session with Megan
A focused video consultation with personalized recommendations and a follow-up summary.
$325
60-Minute Strategy Session with Megan
An extended video consultation with personalized recommendations and a written summary with prioritized next steps.
Transparent every step of the way
The Business Snapshot and Discovery Intake are always free. The Business DNA Portfolio is our standard foundational deliverable, and you can add the Organization Plan and guided implementation as it makes sense — implementation always comes with a scoped proposal before any work begins. Prefer to just talk it through? A Strategy Session with Megan is available on its own. You keep the useful recommendations from each stage, whether or not you continue to the next.
Have a question about the process?
If any step is unclear, or you'd like to talk it through before starting, we're happy to help — no pressure, no jargon.
Start a conversation