Getting Started Session

The Getting Started Session

Every engagement begins with a structured deep-dive into your business — and into what you want from it.

Before we meet

  • NDA — I’ll provide one, or I’m happy to use yours
  • Questionnaire — completed by you ahead of the session

In the session we'll cover

  • Your questionnaire answers
  • Your ambitions for the business
  • Your ambitions for yourself (they’re often different)
  • Risks in the business
  • Organisational structure, roles and responsibilities
  • Pricing models and third-party services you sell
  • Performance from marketing through sales to delivery
Afterwards

Your action plan

I write up the notes and build an action plan for the most immediate priorities, then present it back to you. It’s a working document between us, so we can make sure your goals, strengths and weaknesses are reflected before we agree a final plan.

Ready to book your Getting Started Session?