What We're Here to Do For You

1. Provide you with information by:

• Compiling data that you already have
• Conducting surveys, interviews, or studies
• Analyzing internal and/or external sources

2. Help to solve your problems by first exploring and defining them.

3. Diagnose the problem and depending on severity, redefine the problem [done in collaboration with one or more of your team members, as a joint task force]

4. Make recommendations based on diagnosis [and a goal to implement these recommended solutions]

5. Assist you with implementing the solutions.

6. Help with implementing and managing the change, building commitment and buy-in from your team.

7. Show you how to resolve similar problems in the future, so you're not dependent upon us.

8. Help to improve your organization's effectiveness, efficiency, and efficacy.

Next Steps

Typically, these are the steps that we usually take with new clients...

Step One

Have you already visited our Get Started page? 
If not, that's the best place to begin.
If you have, then you most likely completed the appropriate contact form, making sure to provide as much details as possible---which would ensure that a member from our team can promptly facilitate your request.

Step Two

A member from our team will contact you to discuss in greater detail your request. If time permits, our team member will gather pertinent information from you to schedule a follow-up consultation with you and, if applicable, select members from your team.
- If there are time constraints for this initial call, our team member will instead schedule a time to follow-up with you to gather this information.

Step Three

At the initial consultation you will meet by phone, web interface (video call), or in-person for 30-60 minutes to discuss the problems or opportunities that you need assistance with, and at that time you will be presented with a list of next steps that will further outline how we can facilitate your request, how we work with our clients, discuss your expectations, and at what stage in the process you would need to decide whether to work with us or not.

Step Four

After the initial consultation, you will be provided a written overview of what was discussed during our call/meeting.

Step Five

You will also find information on how to get started working with us, in what we call the "Discovery Phase". If you choose to move forward with the "Discovery Phase" we will outline a schedule for the start and end date, the fee for this phase, and then initiate the next step---signing the Discovery Proposal for the price as discussed.

Step Six

The Discovery Proposal is sent same-day or next day, depending on the time of day.

Step Seven

If you accept the terms as outlined in the Discovery Proposal, you will sign the appropriate paperwork authorizing us to begin the Discovery Phase. If you do not accept the terms as outlined, we will discuss further the details and requirements for engagement, and then proceed from there.

Step Eight

If the terms of the Discovery Proposal are accepted, you will render payment in the form of check, cashier's check, or credit card [all major cards are accepted]. 
The Discovery Phase does not begin until payment is received.

Step Nine

The Discovery Phase begins on the designated date.