About Our 4-Step Process
We need to fully understand each organization, make thoughtful recommendations, and ensure engagements are aligned from the start. Skipping steps or working around the process often leads to misalignment, delays, or unclear expectations, which is a disservice to the organization and its team. Following this process helps ensure time is used well and the work delivered truly moves things forward.
You’re 4-Steps Away From Improvement
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#1 Share Your Needs
Complete our intake form so we can understand what’s happening inside your organization and how we might be able to support your needs.
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#2 Discovery & Alignment
We’ll schedule an initial discovery conversation to talk through your goals, challenges, timeline, and investment range.
You may want additional conversations with key stakeholders within your organization, we invite you to include them! We may also request relevant documents to ensure the scope is accurate before developing a proposal.
Our goal is to ensure we are a strong fit for one another, that we have the information needed to build a relevant proposal, and that every voice inside your organization you want heard is heard.
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#3 Custom Proposal
We’ll prepare a tailored proposal outlining scope of work, deliverables, timeline, and investment.
If you choose to move forward, a formal service agreement will be prepared. The signed agreement secures your engagement, confirms scope, and protects your requested dates.
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#4 Client Onboarding
Welcome to the team!
We’ll activate your client portal so you can review and sign your service agreement. Once signed, you’ll receive next steps to schedule your engagement and view your invoice.