Enough detail to know what you're agreeing to, not so much that it reads like a legal document. Anything specific to your project gets confirmed in writing before it starts.
A conversation about your business, what's frustrating you, and what you're trying to achieve. No recommendations yet — this is about understanding, not selling.
Allan writes up what he'd recommend and roughly what it involves. If it's a $999 website, that's the whole plan. If it's larger, this is where scope and cost ranges get set before anyone commits.
Developers, agencies, hardware installers — whoever the job needs. Allan isn't tied to one supplier, so who you're matched with depends on the job, not a referral fee.
Regular, plain-English updates. Allan checks what's delivered against what was agreed — you're not left to work out on your own whether the work is actually done.
Onsite training for your staff so the system or website doesn't just sit there unused. Allan stays reachable after handover, not just until invoicing.
Too little detail and you can't tell if a delay is normal or a problem. Too much and every update becomes a technical report you have to decode. Allan aims for updates you could repeat to your staff in one sentence — with the fuller detail available whenever you ask for it.
Step 1 is the only paid step before you decide anything. Everything after that — the plan, the matching, the management — is scoped and priced in writing before it starts.
It's the one step that costs anything before you commit to a direction.