Processing Procedure

My Services generally follow the procedure outlined here.

  1. 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.
  2. 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.
  3. 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.
  4. 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.

  5. 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.
  6. Strapped for Cash? No Problem:
    DM me for a 15-minute free chat. I’ll steer you in the right direction, no strings attached.