Steps of the Connection Process and the Rationale Behind It
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.
Why the Sequence Matters
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.
What to Expect in a Strategy & Fit Call
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.
Brief Application
The conversation — and your privacy — matter too much to route through a form. So I’d rather you reach me directly: dr.tricia@drtriciagroff.com
Tell me about who you are and what you’re looking for. Answer to whatever depth feels right.
On privacy: I’m the only person with access to this inbox.
One small thing: if you copy the questions below into your email, they’ll usually paste cleanly so you can answer right inline.
1. Name:
2. Email Address:
3. Phone Number:
4. Time Zone:
5. Please confirm that you are the primary decision-maker and that you have looked at the High Achiever page and the Working Together page.
6. Brag about you and your organization. (Society tells us not to brag, but it’s good for both of us to know about your accomplishments.)
7. What would you like to achieve? I know this is a big question, so just write a few sentences about the first things that come to mind.
8. Do you have any specific questions I can answer before a call?
9. How did you learn about me? (referral, online, etc.)
10. If you searched online or with AI, could you please specify the search terms or query? (Thank you!)
Optional: Areas of Focus Most Important to You
Personal Excellence
__Confidence
__Peak Performance
__Stress
__Work-Life Integration
__Sleep
__Mindset
__Energy
__Leadership
__Decision-making
__Financial Psychology
__Health & Longevity
High Stakes & Human Due Diligence
__Assessing potential business partners
__Assessing potential C-Suite
__Assessing potential VC
__Assessing potential board members
__Difficult/Toxic People (Bad Players)
__Firing Customers
__Firing Employees
__Litigation
__Selling Business
__Death
Organizational Excellence
__AI Adoption
__Team Effectiveness, Motivation & Morale
__Personality & Intellectual Insights
__Leadership Development
__Sales Psychology
__M&A–decision-makng; integration
__Succession Planning
Connecting in Person and On Video
I work with clients across the United States and am open to international engagements if time zone differences allow. Clients who are local to Phoenix, Arizona may opt to come to my office for an in-person connection, see me via video, or use both modalities.
Office Address:
1717 E Bell Road, Suite 9, Phoenix AZ 85022