How it Works

Discovery → scoped quote → kickoff with your lead.

• Assess: Quick intake call or assessment to map baseline current state and priorities.
• Advise: Meet with your advisor for a consultation to ensure we understand your unique needs and narrow down most efficient mix for your growth stage and budget
• Determine roles, cadence, and points of contact.
• Confirm tools and access; we integrate what you already use.
• Onboarding checklist and runbook before work begins.

Our team embeds into your business. You are assigned 1 point of contact at TotalSMB that will review the overall program with you, handle feedback and keep the program on track.

• Onboard: Baseline risks, controls, identity posture, and logging coverage.
• First 30-60-90: Depending on the service mix, set short term ramp up plans with check ins for each swim lane; meet regularly with your advisor to review progress.
• Day to Day: Work continues. Whether you have 1 resource quarter time or 10 full time, they should be installed into your business and operating at the cadence you expect.
• Monthly/Quarterly/Annual: Meet with your advisor to review team performance, address feedback and adjust breadth or depth.
• Roadmapping: Our advisors are former CEOs, COOs, founders and business builders. Stuck or want a second opinion on your next growth phase? Ask for a roadmapping session.

We work in your stack. Integrate or recommend fit.

• Tool-agnostic by default; use your platforms first.
• If desired, engage with us or our partners to help integrate or set up new systems.
• Tooling adds to your total cost of ownership and can be resource intenstive. We recommend add-ons only when needed for visibility, evidence, or automation.

We will agree on the methods up front and review at a cadence that makes sense for you.  

• Monthly metrics and summaries tied to agreed outcomes.
• Evidence packs: runbooks, change logs, inventories, and diagrams.
• Executive briefings with findings, decisions, and owners.
• Continuous improvement items tracked to closure.