Processing Procedure
My Services generally follow the procedure outlined here.
- Click on any "LET’S HAVE A CONVERSATION" link to set an appointment day and time. I will respond with a link to Zoom for the time you select. If we are not a good fit for each other, I will offer alternative resources or provide a referral.
- Upon confirmation of our call, I will forward a brief form to prepare for the call. We can then determine if we should move forward together. There is no charge for the Discovery Call.
- During our Discovery Call, I will ask questions where we can discuss your needs and concerns. You may have as many people on the call if you would like team members, advisors, etc. I record Zoom meetings using Fathom and will provide a link so you may access the recorded video.
- With information from our call, I will suggest an appropriate service, and I will provide an estimate of other services we may have discussed. If you decide to move forward with an engagement, I will send you:
- My standard consulting agreement
- An invoice for a good faith deposit and payment plan
- My signed Non-Disclosure Agreement
Important:
Your personal and business identity and all shared information are always held in strict confidence. This includes my Discovery Form and our Discovery Call. See the below Confidentiality Statement. - Upon receipt of our signed agreement and good faith deposit, we will schedule calendar events designed to complete the engagement in whatever timeframe we have discussed.
- Strapped for Cash? No Problem:
DM me for a 15-minute free chat. I’ll steer you in the right direction, no strings attached.