How We Work With Clients  

Your initial consultation is key to our shared success. We ask you to complete a short business assessment prior to the call. Gathering information upfront helps us expedite the creation of a project proposal for you.

The goal of a kick-off meeting is to align all stakeholders. We usually begin by reviewing the project plan, answer questions, and identifying the right people to coordinate with throughout the process.

Our team has developed many repeatable processes proven to be successful. We also understand the uniqueness of each client and use your customized plan as our guiding force to keep everyone aligned.

We are Co-Creators in this work. It's vital for clients to participate in the process. Our role is to provide you with in-depth consulting, implementation, and training support to empower your business.

Our team shares updates with our clients about once per week - whether it is by email, Zoho Cliq message, phone, or meeting. When we do meet, everyone shows up focused and following an agenda.