Step 1: Schedule a Consultation

Discovery Call

Book online

Prospective clients receive a 90-minute free consultation which consists of a 15-minute Discovery Call followed by an Introductory Meeting. The purpose of the Discovery Call is to ensure we are a good fit for your organization and operational needs. 

Step 2: Project Assessment

Introductory Meeting


The Introductory Meeting is scheduled after your free 15-minute phone consultation (Discovery Call) has taken place. The purpose of this 75-minute meeting is to learn more about your organization, its philosophy, culture, achievements and challenges, and how we can serve your operational needs. 

Step 3: Proposal and Scope of Work

Planning and Management

Following the Introductory Meeting, and depending on the size of the project, our team will submit a Proposal and Scope of Work within 7 business days of your Introductory Meeting.  ​

Step 4: Initiation 

Project Initiation

Upon approval and agreements set forth in the Proposal and Scope of Work, our team will begin the initial phase of the project while providing status updates from start to finish. 

How Can We Be of Service?

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