Engagement Process

Collaborative approach ensures success. Easy, and interactive. 
REPRESENTATIVE EXAMPLE - BUSINESS PLAN DEVELOPMENT:   
 
INITIAL CONVERSATION REGARDING YOUR REQUIREMENTS
ENGAGEMENT DOCUMENTATION
  • Mutual Non-Disclosure Agreement - can be yours or ours
  • Service Agreement established
  • Service Agreement Sign Off. May include retainer

DATA GATHERING
  • Two-way information exchange
  • Gather and develop information for target audience
  • Customize data and document content

VERSION ONE OF BUSINESS PLAN
  • Preview of document design, structure, and content
  • Checkpoint - provides opportunity to modify any/all elements before proceeding

VERSION TWO +
  • Completed draft of service deliverables
  • Additional opportunity for fine-tuning
  • May take several versions to complete

BUSINESS PLAN FINALIZATION
  • Completion of ‘take to market’ documents/deliverables
  • Final billing

DESTINATION – SUCCESS!
  • Timeline - Can be as short as two to three weeks 
  • Your requirements ultimately determine the timeline
  • We provide support until the job is successfully completed    

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