Assess
Structured assessment
A focused starting point that reveals access, readiness, or decision gaps without turning the first step into a heavy engagement.
Offer Pathways
Productized guidance for digital readiness and better decisions.
Maco Strategy is designed around assessments, findings, personalized action plans, and optional digital readiness guidance. The goal is repeatable value, not open-ended consulting.
How the work is packaged
Each pathway moves from clarity to action.
Plan
Kit or action plan
A structured deliverable that converts assessment responses into findings, recommendations, templates, and prioritized next steps.
Guide
Review or guidance
Optional human guidance for clients who want help interpreting results, choosing what to do first, or staying accountable.
Digital identity and access readiness
The common thread is knowing who can access what, when it matters.
For families, this can mean whether an executor or trusted helper can access accounts, devices, and digital records. For businesses, it can mean who controls admin rights, recovery options, SaaS tools, AI systems, and vendor relationships.
- Baseline Understand the access, account, or decision environment as it exists today.
- Findings Identify the gaps, dependencies, and risks that deserve attention.
- Action plan Prioritize practical next steps and supporting templates or guidance.
- Review Add focused support when the client wants help interpreting results.
Focus areas
Offer pathways by need.
Personal digital readiness
Personal Preparedness
- Account Lockout Test
- Personal digital access review
- Preparedness kit
- Personalized action plan
- Optional review call
Business digital readiness
Business Preparedness
- Digital identity and access maturity
- SaaS and account ownership review
- Cybersecurity and continuity readiness
- AI and tool governance
- Paid strategy review call
Assessment review
Digital Readiness Guidance
- Assessment interpretation
- Digital identity and access prioritization
- Readiness action planning
- Assessment review support
- Accountability and prioritization