Consultation Process
Let's get connected
First Contact
When you first contact us we will gather some basic information about your company and what areas you may be needing support. We will send you a preliminary questionnaire to provide us a snapshot of your current situation and what type of support you are looking for.
Our
Story
Discovery
Once we have had a chance to review the answers from the questionnaire you filled out, we will schedule a more in-depth call to discuss both the immediate and long-term needs of your business. In addition to administrative support, we'll talk about things like your business's background and goals, communication styles, and expectations for our partnership.
Presentation
Once we've concluded that we're a good match, we will begin putting together a proposal to fit your needs and budget.