A due-diligence screening pass
A pattern, not an account: what a screening method looks like once consistency stops depending on who picked the file up.
This is a pattern, not a customer story. Nobody is named on this page and no result is claimed, because there is no permissioned account to write about yet. What follows is the shape the work takes on YAMO for a due-diligence team.
The work being packaged
The screening pass you run on every file. It has a method behind it — an order things are done in, sources that get read, a format the result arrives in — and today that method lives in the heads of the people who learned it.
What the contract looks like
- Trigger. On demand, when the work is asked for.
- Intake. The subject and the documents.
- Artifact. A structured review, in your order.
- Delivery. Back in the account that started the run, priced per run.
What changes
The method stops being something only certain people can follow, and starts being something that runs the same way each time — including when the person who wrote it is doing something else.
What goes here next
A real, permissioned account: who, what they packaged, and what actually happened, with their agreement to say so.
Where to go next
Playbooks for due-diligence teams
For due-diligence and reporting services: capture the screening method you follow on every file, and let it run to the same standard each time.An SEO agency's audit pack
How an SEO agency packages the audit it already delivers: what starts a run, what the client supplies, and what comes back at the end of it.A research consultancy's briefings
How a research consultancy packages a recurring briefing so a client can run it themselves, without the method leaving the consultancy that wrote it.A fractional ops reporting rhythm
How a fractional ops specialist packages the reporting rhythm they set up at every engagement, so the next one starts from a method instead of nothing.Pricing
How YAMO charges: you pay for the runs you make, and nothing for the ones you do not. What a run is, what it includes, and what publishing costs.Who it's for
The six kinds of expert YAMO is built for, and what changes when the method you already follow becomes a Service that somebody else can run.
Package the work you already do
Copy a Playbook out of the library, point it at your own references, and run it.