1. Put bluntly: paperwork.
You’ll receive an agreement, an NDA, and invoice. Then, the bulk of your assessment begins.
2. Gathering materials.
It should take you, or someone with access to the firm’s finances, no more than 1-2 hours to pull together the documents we will need to get started.
3. Stakehoder input
Including principals. Once received, qualitative surveys and quantitative personality profiles will be issued to your team. A synthesis of the results will be considered when helping to mark your firm’s strategic direction.
4. Discovery and insights.
Our team presents key observations and custom recommendations across six critical modules, in order:
Participation Requirements
Performance Benchmarking
Positioning
Lead Generation
Service Offerings
Lead Generation
Future Proofing
Positioning is the only module that might require multiple meetings. We will provide homework between sessions (thoughtfully considered, and no more than an hour or so each week).
5. Implementation
You continue writing your firm’s story with newfound clarity, and our team will assist with execution over a period of up to three months.