Every engagement follows the same four-phase build. No two businesses are identical, but the path from idea to income is. That's what makes 120 days possible.
Phase 1 · Days 1–30 — Foundation & Legal
We start with the parts most founders put off and the parts that protect you if you don't. This is where your business becomes real.
Entity formation and registration (LLC, S-Corp, or the structure that fits your goals)
EIN, business bank account setup, and licensing checklist
Engagement letters, contracts, and client-facing legal documents
Foundational business strategy: positioning, offer structure, and pricing framework
Phase 2 · Days 31–60 — Systems & Branding
With the legal foundation in place, we build the systems that run your business day to day and the brand that makes people trust it.
Client portal and CRM setup, configured for your services
Logo, brand guidelines, and core marketing assets
Bookkeeping software setup and chart of accounts
Intake forms, proposal templates, and onboarding workflows
Phase 3 · Days 61–90 — Marketing & Sales Tools
We start with the parts most founders put off and the parts that protect you if you don't. This is where your business becomes real.
Marketing plan and advertising strategy tailored to your audience
Pitch deck and sales collateral
Website or landing page (if included in your package)
Lead capture and follow-up sequences connected to your CRM
Phase 4 · Days 91–120 — Launch & Cash Flow
Everything comes together. We test it, tighten it, and get you live with a plan for what happens after we hand you the keys.
Marketing plan and advertising strategy tailored to your audience
Pitch deck and sales collateral
Website or landing page (if included in your package)
Lead capture and follow-up sequences connected to your CRM
You Bring:
Your expertise, your vision, and a few hours a week
Timely answers during scheduled check-ins
Feedback on drafts, brand direction, and copy
We Deliver:
Every document, system, and piece of software configured and ready to use
A dedicated point of contact managing your build
Training on every tool so you're never locked out of your own business
Some builds — especially those with complex licensing or multiple entities — run longer. We'll flag this during your Strategy Call so there are no surprises.
No. Part of Phase 1 is defining your offer and positioning if you haven't already. Many clients start with just an idea.
You keep every system, document, and tool we build and you can continue with ongoing coaching, community, and support through our Resource Library.
Follow Us:
1501 Biscayne Blvd, Miami Florida 33132
Call: (786) 640-2086
Email: [email protected]
Site: theottofirm.com
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