Your Privacy Choices
As described in our Privacy Policy, we collect personal information from your interactions with us and our website, including through cookies and similar technologies. We may also share this personal information with third parties, including advertising partners. We do this in order to show you ads on other websites that are more relevant to your interests and for other reasons outlined in our privacy policy.
Sharing of personal information for targeted advertising based on your interaction on different websites may be considered "sales", "sharing", or "targeted advertising" under certain U.S. state privacy laws. Depending on where you live, you may have the right to opt out of these activities. If you would like to exercise this opt-out right, please follow the instructions below.
If you visit our website with the Global Privacy Control opt-out preference signal enabled, depending on where you are, we will treat this as a request to opt-out of activity that may be considered a “sale” or “sharing” of personal information or other uses that may be considered targeted advertising for the device and browser you used to visit our website.
Process Steps
Step 1: Pre-Assessment
Before we talk, we get to know your organization. New clients complete a short pre-assessment form covering current challenges, goals, and context, so our conversation starts with substance, not small talk.
Step 2: Discovery Call
We follow up with a complimentary 30-minute discovery call. Together, we clarify your business model and goals, discuss the areas where you need support, and gather the information needed to develop tailored recommendations and next steps.
Step 3: Proposal
Based on the discovery call, we put together a business proposal with a suggested package option and pricing, built around your specific goals and challenges.
Step 4: Agreement & Onboarding
Once the proposal is accepted, we formalize the engagement with a service agreement, followed by invoicing and payment. From there, you're welcomed into onboarding, getting everything set up for a smooth start.
Step 5: Kickoff
We hold a kickoff meeting to align the team, confirm scope, and set expectations before work begins.
Step 6: Phase 1 Begins
With alignment in place, we move into active work; starting execution on the priorities identified during discovery and proposal.
Step 7: Ongoing Partnership
We remain engaged throughout the engagement, adjusting as needed and providing accountability along the way.
Not Sure Where to Start?
Every engagement begins with a conversation. Let's talk through your organization's specific challenges and identify the right starting point.
Curious how our services come together? Take a look at our advisory packages.