Services - Consulting Process - How we work together from first call to follow-up

A Simple, Practical Way to Work Together Built Around Real Brew Days, Not Slides

Working with a consultant shouldn't feel complicated. My process is built to be clear, straightforward, and respectful of your time on the floor, in the cellar, and in the taproom. We focus on understanding your reality, agreeing on priorities, and then making changes that actually hold up on brew day.

The Core Framework: Three Practical Steps

Whether we're planning a new brewhouse, tuning recipes, or optimizing an existing system, the work usually follows the same three steps.

Step 1

Listen & Diagnose

We start with a conversation about your brewery: where you are, what's working, what's not, and what you're trying to build.

  • • Review your goals, constraints, and context
  • • Look at floor plans, system details, or recipes
  • • Surface the most persistent pain points

Step 2

Plan & Prioritize

Next, we decide what to tackle first. The emphasis is on changes that move the needle without overwhelming your team.

  • • Identify the highest-impact improvements
  • • Outline clear, realistic next steps
  • • Agree on scope, format, and timeline

Step 3

Implement & Support

From there, we put the plan into motion with as much or as little hands-on support as you need.

  • • Documentation, drawings, or updated recipes
  • • Check-ins to adjust based on real brew days
  • • Optional ongoing support as things grow

Ways We Can Work Together

Every brewery has different needs, budgets, and timelines. We can work remotely, on-site, or in a hybrid format depending on what you're trying to accomplish.

Remote Consulting

Ideal for early-stage planning, recipe development, layout review, and process refinement. We use video calls, shared documents, and drawings to move work forward.

On-Site Visits

Best when you want eyes and hands in the brewhouse and cellar—observing real brew days, walking the space, and working directly with your team.

Hybrid Support

A mix of remote planning with strategic on-site visits for key milestones: commissioning, process changes, or layout validation.

What You Can Expect From an Engagement

No two projects look exactly the same, but there are a few through-lines you can count on when we work together.

Clear, Practical Deliverables

  • • Written recommendations with plain-language next steps
  • • Drawings, markups, or layout concepts when needed
  • • Recipes and process sheets tuned to your system
  • • Checklists, SOP notes, or simple operating guidelines

A Focus on Your Reality

  • • Respect for your budget, staffing, and constraints
  • • Recommendations that match your market and identity
  • • Honest feedback when something doesn't make sense
  • • Flexibility as plans change or new information shows up

What I Need From You to Get Started

You don't need a perfect data room or a finished business plan. A few simple pieces of information are usually enough to begin meaningful work.

For New Brewery / Expansion Projects

  • • A rough floor plan, broker's PDF, or simple sketch
  • • Your initial thoughts on system size and style focus
  • • Any existing quotes, equipment lists, or drawings
  • • Your best guess at budget and timeline

For Existing Breweries

  • • A description of where the pain is showing up
  • • Current system details (brewhouse size, tank counts, packaging)
  • • Any SOPs, recipes, or schedules you're comfortable sharing
  • • A sense of what “better” would look like for you and your team

Project Size and Timeline

Some breweries only need a focused review and a few targeted changes. Others prefer a longer partnership through planning, build-out, and early production. Both are possible.

Short Engagements

Narrow, well-defined work: layout review, recipe refinement, or troubleshooting a specific issue. Great when you know exactly where to start.

Project-Based Work

Support through a key phase: start-up planning, a major expansion, or a structured optimization sprint across your production.

Ongoing Support

Periodic check-ins and targeted help as your brewery grows, your portfolio shifts, or new questions surface.

Ready to Talk Through Your Brewery?

Most projects start with a simple conversation: where you are now, what you're trying to build, and what's in the way. From there, we can decide together if it makes sense to move forward—and what that should look like.