A 30 minute introductory call to get to know each other, see if we could be a mutual fit and if I could add value to your situation.
I will have a list of documents for you to upload to a secure vault to make sure that I have everything that I need.
After going through your documents, I want to get on a call to clarify anything that needs more detail, and make sure that I have all qualitative and quantitative inputs that I need to devleop your initial action items.
We will go through the initial action items and the plan for implementation.
We will have monthly check ins, meetings twice a year, and planning all year round to make sure nothing falls through the cracks.