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.