← CONSULTING KIT
API & SYSTEMS INTEGRATION
FULFILLMENT BLUEPRINT · $3,900 FIXED
THE ENGAGEMENT
Fixed price: $3,900. Timeline: 3 weeks. ~20 hours of build.
You connect the client's existing systems — APIs, databases, third-party services, internal tools — into one working whole. Data flows where it should, automatically, with proof it works.
THE $3,900 MATH
20 hours × $190 = $3,800, plus $100 fixed-price buffer. If scope exceeds 20 hours, that's a change order — never free work.
PHASE 1 — DISCOVERY & MAPPING (Days 1–3)
DO
- Inventory every system: what exists, who owns it, what it does
- Map every data flow: where data is born, where it dies, where it gets stuck
- List every manual step: copy-paste between systems, CSV exports, "Sarah does it by hand"
- Document every API: docs quality, auth method, rate limits, reliability reputation
- Identify the money flows: which integrations touch revenue, customers, or compliance
DELIVERABLE
Systems Map — one diagram showing every system, every flow, every manual gap. Plus a written Integration Spec: what connects to what, in what order, and why.
Client signs the spec before you build. No signature, no build.
PHASE 2 — ARCHITECTURE & DESIGN (Days 4–7)
DO
- Design the API contracts first — OpenAPI specs before code
- Choose the integration pattern per flow: real-time (webhooks/events) vs batch (scheduled sync)
- Design data contracts: field mappings, transformations, canonical formats
- Plan failure handling: retries with backoff, dead-letter queues, idempotency keys
- Define the auth strategy: API keys, OAuth2, service accounts — least privilege
DELIVERABLE
Design Document — architecture diagram, OpenAPI specs, data contract tables, failure-handling plan, auth matrix.
DESIGN STANDARDS (non-negotiable)
- REST: nouns not verbs, proper status codes, versioned (/v1/), paginated lists
- Idempotency: every write operation safe to retry
- Webhooks over polling wherever the provider supports it
- Every integration logs structured events: what moved, when, success/fail
- No credentials in code — secrets manager only, from day one
PHASE 3 — BUILD (Days 8–14)
DO
- Build in flow order: highest revenue impact first
- Each integration: connector → transform → deliver → verify
- Retries with exponential backoff on every external call
- Dead-letter queue for anything that fails after retries — nothing silently drops
- Structured logging on every flow from the first commit
DELIVERABLE
Working integrations in the client's staging environment, each demonstrated live.
Demo every Friday. Client sees progress weekly — no big-bang reveal.
PHASE 4 — TEST & HARDEN (Days 15–17)
DO
- Happy-path test: every flow, end to end, with real data shapes
- Failure drill: kill each dependency — does the system degrade or die?
- Duplicate delivery test: fire every webhook twice — is the result idempotent?
- Rate limit test: what happens at the provider's ceiling?
- Load test the pipeline at 10x expected volume
DELIVERABLE
Test Report — every test, every result, every fix applied. Nothing ships with a known failure.
PHASE 5 — DOCS & HANDOFF (Days 18–21)
DO
- API documentation: every endpoint, every field, every error code
- Runbook: the top 5 failure modes and exactly what to do for each
- Architecture diagram updated to as-built
- Credentials inventory: what exists, where it lives, rotation schedule
- 60-minute handoff call — walk their team through everything, recorded
DELIVERABLE
Handoff Package — docs, diagrams, runbook, recording. Their team can run it without you.
IN SCOPE / OUT OF SCOPE
IN SCOPE
- Up to 5 systems / 8 integration flows
- API design + OpenAPI specs
- Data pipelines: ETL/ELT, scheduled or event-driven
- Third-party integrations (CRM, payments, comms, etc.)
- Monitoring, alerting, runbooks, docs, handoff call
OUT OF SCOPE (change order)
- More than 5 systems or 8 flows
- Custom application development beyond integration glue
- Data migration / backfill over 1M records
- Ongoing maintenance (that's the retainer: $1,900/mo)
FULFILLMENT CHECKLIST
- ☐ Proposal signed + 50% deposit ($1,950) received
- ☐ Access granted: repos, cloud accounts, API credentials, docs
- ☐ Systems Map + Integration Spec delivered, client signed
- ☐ Design Document approved
- ☐ Weekly demos done (2 minimum)
- ☐ Test Report: all green
- ☐ Handoff Package delivered + call recorded
- ☐ Balance invoice ($1,950) sent