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When you call us, we want you to be completely comfortable with us and understand how we work. Our process includes the following:
1. Initial Phone Interview to discuss your needs, generate a proposal and reach an agreement on how best we meet your needs.
2. The Data Gathering phase would come next. These are a series of in-depth interviews where we become more knowledgeable about your business, your struggles, and your vision. Depending upon your location and the complexity of your operations, we may do this in person.
3. The First Draft Delivery and Review is the third step. In this phase, we not only review our accuracy in understanding your business, we also provide you best-in-class plans for your appraisal.
4. In the Drafting and Revision step, we take the outputs created from step three and revise your plans into a true working model.
5. Final Delivery is the final step. We deliver these plans in a secure PDF and editable format.
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