What's included

• Brand Questionnaire

  Pre-meeting questions to assess where you are, help us learn about your processes before we meet and help us make the best of our time together.

• Intro Session

  1 x 60 min Intro session to talk about your overall business challenges and goals.

• Comprehensive Audit Report

  A Notion dashboard where you’ll receive comprehensive audit report of your current systems. The actual sections are custom based on what’s uncovered in onboarding and our first conversation.

• Follow-up calls

  1× 60-min follow-up call to go over everything (can be split into 2 × 30-min meetings).

• Roadmap & Implementation Call

  A customized roadmap and implementation plan to move forward on the right foot, clarify tasks, and leave room for emerging new ideas.

• Discovery Dashboard

  Dashboard to track meeting notes, to-dos, and recordings.