what's the process?
Email, Call or Purchase the Initial consultation
Email, Call or Purchase the Initial consultation
Email, Call or Purchase the Initial consultation
The choice is yours, based on your preference.
The initial Consultation includes a 15 minute call to answer your questions and gather any additional information.
The Promotional rate includes 2 hours of analysis of your organization and a comprehensive Written Report outlining our findings and advisements.
Complete the Client Intake Form
Email, Call or Purchase the Initial consultation
Email, Call or Purchase the Initial consultation
Before you can be accepted as a client, we need to collect some information.
We need the basics, such as size of the company, how long it's been in business and the general purpose for your consultation and analysis. The form takes about 5 minutes to complete.
Schedule your 15-30 minute consult
Email, Call or Purchase the Initial consultation
Schedule your 15-30 minute consult
As a part of the Intake Process, we need to follow up your Intake Form with a personal phone call.
We assess your situation and your needs as well as collect additional information and make any needed clarifications.
Written Quote for our Services
Written Quote for our Services
Schedule your 15-30 minute consult
Within 72 Business hours of speaking with you in person, via Zoom, Teams or telephone, (and any needed follow up,) we present you with a written Proposal.
The Proposal itemizies your goals and objectictives. It also includes any custom services you require as well as a time line for completion and payment terms.
Depending on your specific needs and the scope of work, your proposal includes travel and outside services that may also be required.
NO ADDED COSTS, UNLESS PRIOR APPROVAL IS OBTAINED.
Final Details Arranged
Written Quote for our Services
Project Timelines Established
All of our work is completely CONFIDENTIAL and we put that in writing, as well as NDA's and Non Compete Agreements.
Final details are arranged and any information still needed is collected.
Larger Projects have several "check in" dates, where we collect more information if required to accomplish your goals.
It is our intention that our work gets you conclusive answers with a firm direction, plan and budget. That your needs are met and the problem rectified one way or another, with GBA involvement and direction.
Project Timelines Established
Written Quote for our Services
Project Timelines Established
After receiving the authorized documents via docusign and retainer amount (or total cost,) depending on scope of the work, the real work begins!
Depending on the scope of the project, we may have another short meeting to firm up final details and timelines.
Some clients prefer several check ins a week, and depending on the size of the project, this may be beneficial to keep everything on track.