How does an engagement start?

With a conversation about whether you need us, which sometimes ends in us saying no. The useful first step is a scoping discussion: what the workflow actually is today, what breaks, what the consequence of the break is, and what evidence you would need to consider it fixed. That last question does most of the work, because a clear definition of done is what separates a project that closes from one that drifts. If the answer is that an existing tool covers you, that is a good outcome. If it is not, we will tell you what we think it takes.