Step 1. Brief Application I’ll let you know if I have concerns before scheduling a call, and it gives you the opportunity to ask questions before we get on a call.

Step 2. Strategy & Fit Call – We talk. I’ll let you know if I think it’s a fit. You let me know if it’s a fit. If we decide to move forward, we will schedule the first meeting.

Step 3. Initial Questionnaire (Information and extra protective layer).

Occurs before the first meeting. I look at it primarily to gain a broader, deeper understanding of your context. 

Step 4. Extra Safety Mechanism:

About 45 minutes into the first meeting, I check in to ensure that you are still feeling comfortable. We move forward 100% of the time. However, it is my way of taking care of people before they disclose additional information.

1. Protection for you or your organization – you can assess me at multiple levels before disclosing potentially sensitive information.  We protect you at each step.

2. Protection for me and the value proposition. If the individual or organizational fit is wrong for me, I lose sleep. On the positive side, the context of the intake process creates the customized engagement.

3. And on a happy note, by the time we’re moving, we can run hard because we’re already bought into each other and excited about what happens next.

1. The call feels like an easy-going conversation. You don’t need to worry about what to say or ask. 

2. If we decide that a mutual fit exists, we discuss the exact components and logistics that meet your needs and goals. 

3., There are no contracts, strings or pressure.