New Client Roadmap

INTRO CALL WITH MARIA

The first step in our process is a short 15 to 20-minute call to learn more about each other.  This is where I’ll get a general idea of where you’re at today, where you want to go, and generally what’s on your mind.  I’ll share a little about our process too, and this is where we’ll both decide if we’re a good fit to work together.

ACT NOW DISCOVERY MEETING

If we’ve both decided we’re a good fit after our intro call, this is our first working meeting.  You will receive a simple checklist of what information to gather or complete before this meeting.  Together we’ll get a clearer picture of your current business and financial situation, and dig into the questions that brought you to us in the first place.

STRATEGY MEETING

At this final client onboarding meeting we will cover what the next steps will be and create your business vision, and how we conduct future meetings.

BEGIN ONGOING SERVICE PROGRAM

Finally, after completing the initial process we’ll begin the program you chose and schedule upcoming sessions.