First, we meet for a free 60-minute consultation—in-person or remotely. This allows us to chat and explore your needs and goals and also to see if we connect. Let’s say it’s a go. From there, we:
Establish scope, scale and cost.
Hold an initial meeting with key team members.
Conduct a business audit.
Present assessment and solutions.
Establish next steps.
Ongoing follow up and accountability.
Strategy & Planning
60-minute meeting - introduction, about you, about me, Square One process
Concepts and tools
Vision Setting Day
Long Term Objective
3-5 Year View