WHAT HAPPENS AFTER YOU SUBMIT:
Diagnostic assessment review
We review your responses to identify the right next step based on your goals, timing, and organizational context.
Quote
Based on our conversation and your responses, we present optional paths forward. This may include a diagnostic session & report, a project-based partnership, or embedded/retainer-based support.
Confirm your choices
Send us an email with questions and to confirm your selection(s).
If you chose the Diagnostic
You’ll receive an invoice for the diagnostic fee. The diagnostic is confirmed once the invoice is processed. We will share a link to select a date and time for your working session.
The Diagnostic session & report
The session is a focused, facilitated meeting designed to clarify priorities, surface constraints, and outline a practical path forward. Following the session you’ll receive a written summary with key observations, action items and recommended next steps. If we proceed into a project or ongoing engagement, the diagnostic fee is credited toward your first invoice.
Selecting a project or retainer
We will outline engagement scope in a contract for your review and signature. Once signed we’ll move to onboarding & booking recurring meetings.