Enable Solutions LLC  ·  Milford, Massachusetts
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The Enable Operating Model

How Enable engages, delivers, and supports every client relationship  ·  Version 1.3 · July 2026

Introduction — How Enable Works

Enable Solutions is a Zoho-ecosystem consulting and software development firm based in Milford, Massachusetts. We design, build, and support business operating systems for growth-stage and mid-market companies — primarily on the Zoho platform, with integrations across your full technology stack.

Every engagement with Enable follows a deliberate model built around two modes of delivery: Build and Run. Understanding the difference between these two modes is the foundation for understanding how we price, plan, and partner with clients.

We don't bill by the hour. We price by the deliverable and by the program — which means our clients always know what they're paying before we start, and budget surprises are our problem to manage, not theirs.

What Is a Sprint

An Enable Sprint is a fixed batch of deliverables — typically 20 Units, about two weeks of production — priced and approved in writing before work begins.

The Two Delivery Modes

Every client need falls into one of two categories. The mode determines how work is priced, planned, and delivered.

Build

Creating Something New

Build work produces a defined deliverable: a new CRM configuration, API integration, automation workflow, reporting dashboard, portal, or data migration. It has a beginning, middle, and end.

Priced in Units. Each Unit represents the value of a task or deliverable — factoring in complexity, expertise, resource allocation, and outcome delivered. The cost of a deliverable is agreed before work begins.

Rate: $350/Unit (Project Sprints & Standalone) · $360/Unit (T&M, by exception)

Run

Keeping the System Working

Run work keeps an existing system operating, improving, and aligned to the business as it evolves. It includes advisory, planning, routine maintenance, monitoring, ticket response, light enhancements, and admin support.

Priced as a flat-rate monthly subscription — an Advance Continuous program. Clients commit to a Continuous tier and Enable provides agreed capacity continuously, without per-task billing.

Rate: $1,428–$3,850+/month depending on Continuous tier

Why Things Take the Time They Take

Nobody — Enable included — knows what's inside a system until someone looks. Optimistic quoting without discovery is how projects blow past their estimates. The honest response is scoped discovery first, not a guess dressed up as a timeline.

A migration quoted at 6–8 weeks ran 26. A pre-signature data audit would have found the 2,700 broken records in week one instead of month five.
The client's data export was 25x larger than scoped. Nobody had looked.
A system retirement declared an annual goal three years running.
The prospect had already spent $300K on a failed CRM. Nobody priced that risk.

We don't guess. Anything uncertain gets scoped in a fixed-fee discovery step before you commit a dollar to build.

The Engagement Ladder

The ladder is a spine with lanes — not a staircase you must climb one step at a time. Most new clients enter through Advance Launch: the first three rungs, one contract, twelve months.

Flagship — New Client Entrance
Advance Launch
Your first 12 months, one contract
Spine 1
Discovery
Spine 2
Project Sprints
Spine 3
Advance Continuous

First half: project delivery with gates. Transition to Continuous is signed at day one, not renegotiated at month six. Second half: quarterly Continuous billing while the system stays in motion.

Problem-shaped entrances
Advance Specialty

Named programs for specific needs — Call Capture, SOP Guided Advisory, Digital Transformation Advisory, UCaaS, and more. They can join the spine at any point; they are not a later rung you must wait for.

Browse specialty programs →
When nothing fits
Advance Custom

Composer of last resort — compose exactly the engagement from the service catalog when standard Launch, Continuous, or Specialty shapes do not fit. Never the standard motion: if every client got it, it wouldn't be custom. Service catalog →

Advance Launch — How Most New Clients Engage

Advance Launch is the flagship new-client program: Discovery, Project Sprints, and Advance Continuous bundled into one 12-month contract. The Continuous transition is signed at day one — not proposed at month six.

Months 1–6
Strict project phase
At midpoint
Contractual Continuous transition
Months 6–12
Quarterly Continuous billing

First half runs as a strict project — SOW, staged milestone payments, delivery gates. Second half bills quarterly as Advance Continuous while Sprints continue on a planned cadence. That is the glide path productized: upfront deliverables, then ongoing partnership, without a second sale at month six.

Clients who enter Advance Continuous directly (without Launch) still begin with a System Architecture Audit so Enable has the operating knowledge to manage the environment responsibly. See Advance Continuous.

Two Paths — When a Scope Is Ready

When a scope is ready, you choose. Both are good outcomes.

Take the blueprint

Keep the Scope Package — a self-contained, buildable blueprint with Enable's build budget attached — and build it with any team. The blueprint is yours.

Approve the Sprint

Approve the Sprint budget in writing and Enable builds it — same Unit model, same gates, same Parking Lot discipline.

Project Sprints — How Build Work Executes

An Enable Sprint is a fixed batch of deliverables — typically 20 Units, about two weeks of production — priced and approved in writing before work begins.

Sprint Lifecycle

Step 1
Propose
Step 2
Scope & Estimate
Step 3
Client Approves
Step 4
Execute
Step 5
Deliver & Accept
Step 6
Scope Next Sprint

Scope Package: Propose → Scope & Estimate produce a Scope Package — a self-contained, buildable blueprint for one workstream initiative (≤2 Sprints), with Enable's build budget and a traceability matrix attached. You then take the Two Paths fork: keep the blueprint, or approve Enable to build. Continuous-tier Scope Package allotments ship on the Advance Continuous page once ratified.

Sprint Standards

  • Default size: 20 Units (~2 weeks of production). Scope varies per engagement — the SOW documents the Sprint structure.
  • Budget approval: Client approves each Sprint budget in writing before work begins. No exceptions.
  • Parking Lot: Ideas and requests that surface during an active Sprint are captured, not executed. They are reviewed at the next planning session and converted to future Sprint proposals when prioritized.
  • 30-day support window: Each deliverable includes a 30-day correction period for issues within the approved Sprint scope.
  • T&M overflow: If client-requested scope changes mid-Sprint are approved in writing, additional work may be billed at the T&M rate.

Standalone Projects

A Standalone Project is a single-phase Build engagement — a one-off scope outside Advance Launch, or a discrete initiative for an existing client. Same Unit pricing as Sprint work. A deposit opens the engagement; the balance is staged to the delivery schedule agreed in the SOW. For most new clients, the flagship entrance is Advance Launch (project phase + contractual Continuous), not a standalone project with a later Continuous conversation.

Service Levels & Response Times

Your service level tier is determined by your Advance Continuous subscription level — Orchestrated, Advisory, or Active. Clients select their Continuous tier based on required capacity, response time needs, and budget. See Advance Continuous for tier comparison and selection guidance.

All SLA clocks run Monday–Friday, 9 AM–6 PM Eastern Time. Issues submitted outside hours are queued for the next business day.

Response TierApplies ToResponse TimeIssue Type
CriticalAdvance Embedded (Specialty program, block purchase)2-hour initial responseRevenue-impacting issues — dedicated PM engaged
HighOrchestrated4-hour initial responseRevenue-impacting issues — shared PM engaged
PriorityAdvisory2–24 business hoursRevenue-impacting outages or failures
StandardActive4–48 business hoursBugs, config questions, minor fixes
Advisory / StrategicAll Continuous tiersNext scheduled sessionRoadmap, new scope, strategic questions

Escalation Path

SideFirst ContactEscalation
ClientDesignated project leadExecutive sponsor
EnableAssigned PM / Success ManagerMike Lauer (Account) · Jeff Kroeker (Client Success)

Governance & Communication

Meeting Cadence

MeetingFrequencyPurpose
Service Delivery Check-InWeekly or bi-weekly (active phases)Sprint progress, blockers, decisions
Internal Enable AlignmentWithin 48 hours of client callEnable team sync, task updates in Zoho Projects
Sprint Review & PlanningEvery 2 weeksClose out Sprint, accept deliverables, scope next Sprint
Quarterly Business ReviewQuarterly (Strategic)Roadmap review, performance, renewal discussion
Executive SummaryMonthly (Strategic)Status and outcomes for client leadership

Scope Change Protocol

Every scope decision is logged. Any work outside approved scope triggers written notice within 48 hours — framed as a commitment, not a surprise invoice. Additional requirements must be confirmed in writing before execution.

Enable maintains a Parking Lot — scope ideas captured during active Sprints, reviewed at the next planning session, and converted to future Sprint proposals when prioritized. Parking Lot items are captured commitments to review, not promises to deliver.

Decision Rights

DecisionWho Approves
Sprint scope and budgetClient project lead (written approval)
Change to approved scope mid-SprintClient project lead + Enable PM
New engagement or Advance Continuous tier changeClient executive sponsor
Payment milestonesClient per SOW terms

Creative Solutioning & Design

Enable brings creative and design capability to every engagement — not as an add-on, but as part of how we build. This means:

  • UX-led configuration — module layouts, portal experiences, and user-facing interfaces designed for adoption, not just function
  • Brand-aligned custom pages — landing pages, event microsites, client portals, and proposal assets built to the client's visual identity
  • AI-augmented design workflow — Enable uses AI tooling to accelerate design iteration, prototype faster, and maintain visual consistency
  • Zoho Creator and custom app UI — purpose-built interfaces for workflows that standard Zoho apps don't address

Why this matters: Most CRM and Zoho partners deliver functional systems. Enable delivers systems that get adopted — because they look and feel right to the people who use them every day. Creative capacity is included in the Advance Continuous Orchestrated and Advisory tiers and in the Advance Embedded Specialty program, and available at Sprint pricing in all other tiers.

AI-Augmented Delivery

Enable's internal delivery stack is AI-augmented at every stage — which is part of why our Unit rates deliver more value per dollar than traditional hourly consulting.

StageAI Tool / ApproachOutcome
Discovery & planningSybill (transcript intelligence), Gemini Gem (architecture docs)Weeks of planning compressed into days
Scoping & SOW generationAI-assisted scope extraction and SOW draftingAccurate, consistent SOWs faster
Build executionCursor, Claude, Gemini (AI coding and development)Senior-level output from a lean team
Client communicationAI-assisted briefing, prep, and follow-up documentationClients are always informed; no dropped balls

Clients benefit from AI-compressed delivery timelines without managing the tooling complexity themselves.

Payment & Engagement Terms

Project & Sprint Payments

Payment schedules are shaped to the engagement — not the other way around.

Every SOW carries its own payment schedule, built from three things: the scope of the work, the shape of the deliverables, and the length of the commitment we're making to each other. A deposit opens the engagement; the balance follows the work, tied to delivery stages you can see coming. And the longer the term you plan with us, the more flexibility we can build into when and how payments land.

Relationship history counts the same way: the schedule reflects what we've already built together — prior engagements, payment history, and the mutual trust that comes with them. The exact structure is agreed before work begins and documented in the SOW, so there is never a surprise about when an invoice arrives.

Advance Continuous Subscription Billing

Advance Continuous subscriptions are annual commitments billed quarterly in advance. The annual commitment is the contract term regardless of billing election — billing frequency determines when invoices land, not the length of the engagement.

Billing ElectionTermsNotes
Quarterly (standard)Billed every 3 months, in advance4 payment events per year — minimum commitment level
Annual Prepay (discounted)Full year billed at signing~10% discount vs. quarterly equivalent
Monthly (by exception)Billed monthly in advance~10% premium applied; requires executive approval

Other Payment Terms

Engagement TypeTerms
System Architecture Audit100% at kickoff · fixed price confirmed at scoping
Payment methodsCheck, ACH, or Wire Transfer · 3% fee for credit card
Unused Sprint budgetValid 90 days from last payment date unless otherwise agreed

Full terms: enable.llc/pricing/ and enable.llc/terms/.

Onboarding & First 90 Days

New Clients — Advance Launch Entry

PhaseTimelineWhat Happens
Discovery & ScopingWeeks 1–2Decision guide, stakeholder interviews, scope definition, 12-month Advance Launch SOW approval
KickoffWeek 2–3Team introductions, system access, environment setup, Sprint 1 launch
Sprint ExecutionWeeks 3–12+Active build, weekly check-ins, bi-weekly Sprint reviews (project phase)
Adoption & Go-LiveMonths 3–5UAT, training, go-live support, 30-day correction window
Continuous transition reviewMonth 4–5Continuous tier confirmed at signing; transition review at month 4–5 (not a new sale)

New Continuous Clients — System Architecture Audit Entry

Clients entering Advance Continuous directly — without Advance Launch or a preceding project — complete a System Architecture Audit first. This one-time engagement ($5,000–$10,000, scoped per environment) gives Enable the operating knowledge of the client's existing configuration required to maintain and support it responsibly. See: Advance Continuous for full Audit scope and pricing.

Glossary

Unit
Enable's standard measure of Build work value. Not an hour — a fixed-price measure of output.
Sprint
A fixed batch of deliverables — typically 20 Units, about two weeks of production — priced and approved in writing before work begins.
Advance Launch
Flagship 12-month new-client program: Discovery → Project Sprints → contractual Advance Continuous transition at midpoint. One contract; Continuous signed at day one.
Scope Package
Self-contained buildable blueprint for one workstream initiative, ≤2 Sprints, includes Enable's build budget and a traceability matrix. Output of Propose → Scope & Estimate.
Workstream
A persistent lane of work within a client relationship, maintained under the Continuous baseline.
Traceability Matrix
Requirement-to-design map the client signs before build.
Standalone Project
A single-phase Build engagement outside Advance Launch — one-off scope or discrete initiative. Priced at the Project Unit rate.
Advance Continuous
Enable's flat-rate monthly subscription program for Run work — advisory, maintenance, support, optimization. Three tiers: Orchestrated, Advisory, Active.
Build Work
Deliverable-producing development work. Priced in Units per Sprint or Standalone Project.
Run Work
Ongoing operational services — maintenance, monitoring, support, advisory, planning. Priced via Advance Continuous.
T&M
Time & Materials. Available by exception. Priced at $360/Unit; billing terms negotiated per engagement.
SOW
Statement of Work. Per-engagement contract defining scope, Units, payment terms, and timeline.
Parking Lot
Scope ideas captured during an active Sprint, held for the next planning session. Not a promise.
System Architecture Audit
One-time onboarding engagement for new Continuous clients without a prior project with Enable.
SLA
Service Level Agreement. Defines response time commitments per Advance Continuous tier and issue type.
QBR
Quarterly Business Review. Strategic planning session for Advance Embedded program clients.
Advance Embedded
A fully-embedded Enable team — dedicated PM, dedicated account developer, QBRs — offered under Advance Specialty in quarterly or monthly blocks.
Advance Custom
Composer of last resort from the Baseline Service Catalog when Launch, Continuous, or Specialty shapes do not fit. Never the standard motion.
Enable Advance
The umbrella for Enable programs — Launch, Continuous subscriptions, Specialty programs, and Custom compositions.

Related Documents

The Operating Model describes how Enable works. The pages below cover what we offer and what it costs.