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OUR PROCESS

1. Discovery Call

  • Purpose: To determine if we're a fit for each other.

  • Details: During this initial call, we will discuss your needs, challenges, and goals. This will help us better understand your business and explain how our services can support you. It's also an opportunity to ask questions and understand how we operate.

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2. Diagnostic (Paid Service)

  • Purpose: A deep dive examination of the work to be performed.

  • Details: If we agree to move forward after the Discovery Call, we will conduct a thorough diagnostic analysis of your current financial situation. This paid service includes reviewing your financial records, identifying issues, and pinpointing areas for improvement. If you engage with us, the diagnostic fee will be credited to your total service cost.

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3. Proposal Meeting

  • Purpose: To discuss strategy and fees.

  • Details: We will schedule a proposal meeting once the diagnostic is complete. During this meeting, we will present our findings, outline a tailored strategy to address your needs, and provide a detailed proposal, including service fees. This is the time to fine-tune the plan and ensure it aligns with your expectations and budget.

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4. Onboarding

  • Purpose: To seamlessly integrate you into our services.

  • Details: After the proposal is accepted, we will begin onboarding. This includes setting up your accounts, gathering additional information, and introducing you to our tools and systems. We aim to make this transition as smooth and efficient as possible so you can benefit from our services immediately.

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We look forward to partnering with you and helping your business thrive. Click the link to schedule your Discovery Call!

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