Discovery : 

Learning About your Business

• During our free consultation, we learn the ins and outs of your business and hash out what our working relationship will look like.

• We figure out who does what, when deliverables are due, and how the pieces fit together in the machine that is your business.

• This step really allows us to dive in and see where to go next.

1. Discovery : 

Learning About your Business

• During our free consultation, we learn the ins and outs of your business and hash out what our working relationship will look like.

• We figure out who does what, when deliverables are due, and how the pieces fit together in the machine that is your business.

• This step really allows us to dive in and see where to go next.

2. Review : 

Let's get up to Speed

We’ll take a peek under the hood of your systems, review your current setup, uncover any outstanding issues, and get a feel for how your file was handled previously. Do we need to clean up your data or start fresh? This is when we start to set our game plan in motion.

3. Proposal:

Final steps! We’re almost ready to get started!

We create a customized quote that addresses all of your needs. Once you take a look at the proposal, we can hop on a call to address any concerns, adjust the terms, or move into the next step

4. Get Started:

Time to get you back to what you do best

We’ll take a peek under the hood of your systems, review your current setup, uncover any outstanding issues, and get a feel for how your file was handled previously. Do we need to clean up your data or start fresh? This is when we start to set our game plan in motion.