What we do

A clear progression, from first look to living Business DNA

Start free, understand your business, then go as far as you like. Each step builds on the one before it — so you always know what you have and what comes next, with clear pricing at every stage.

Start here — free

Two no-pressure ways to begin. Neither requires a purchase, and both help us understand you before anything else.

Free

Business Snapshot

A 10–15 minute online assessment. You receive a personalized summary and an email follow-up — a clear, no-pressure place to begin.

Free

Discovery Intake

Self-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.

Paid offerings

Choose your Business DNA Portfolio option

The Business DNA Portfolio is our standard foundational deliverable — it replaces the earlier Blueprint. Start there, then choose how far to go: each option builds on the one before it.

Option A

Business DNA Portfolio

$397

Standard foundational deliverable

Our standard foundational deliverable — a premium, branded living document. This replaces the earlier Blueprint.

  • Document review, analysis & your Business DNA Rx
  • Strengths, friction areas & documentation observations
  • AI readiness & priority recommendations
  • Executive Summary & Business DNA Map
  • Current State Assessment
Option B

Portfolio + Organization Plan

$897

Everything in the Portfolio, plus a personalized Digital Organization Plan.

  • Folder architecture & documentation framework
  • Workflow recommendations
  • Knowledge-management strategy
  • AI-readiness roadmap
  • Implementation roadmap
Option C

Portfolio + Org Plan + Implementation

Starting at $1,997

Everything in Option B, plus guided, hands-on implementation.

  • Digital file organization & folder setup
  • Documentation organization
  • Knowledge-base & AI-workspace preparation
  • Progress check-ins
  • Timeline typically 3–8 weeks, depending on complexity

Implementation (Option C) is custom-scoped, starting at $1,997. Because the work varies with the size and complexity of your business, a detailed proposal is provided before any work begins — so you always see the full scope, timeline, and cost before you decide.

Strategy sessions with Megan

Prefer to talk it through directly? Book focused time with Megan for personalized guidance and clear next steps.

$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.

Begin with a free Snapshot Ask about a session

A Marblism partner for responsible AI adoption

When AI is the right fit, we help suitable clients prepare for, configure, onboard, and work effectively with Marblism AI employees — so adoption is grounded in real understanding of your business, not hype.

Marblism support Talk through your goals
  • We assess whether AI is genuinely the right next step for you.
  • We prepare your documentation and workflows so AI employees have solid ground to stand on.
  • We configure and onboard AI employees to match how your team actually works.
  • We stay involved to keep the human-and-AI workforce collaborative and effective.