You're In

Here's what to expect. The objective of this call is to get a 10,000 foot view of five parts of your business, not to solve anything yet. We'll walk through:

• How you onboard a new client once they've said yes
• How the work itself gets delivered, day to day
• How you communicate with clients while a project is happening
• How an engagement wraps up and gets closed out
• What happens after, to keep the relationship going or turn it into a referral

At this level, I'm listening for how things run and who's actually running them. Once we know that, we'll schedule follow-up meetings to go deeper on each piece, including time with whoever on your team owns it day to day.

If you use specific tools for any of these, a CRM, a project management app, whatever you run things through, it helps if you're logged in and ready to pull them up. Showing me beats describing it.

No other prep needed. You already know your business. Just come ready to walk me through how it runs.