Getting Started Session

Prior to the getting started session we’ll need to tick off a few tasks:
  • I'll provide an NDA (happy to consider yours if you'd prefer)
  • Questionnaire to be completed by MSP
In the session we’ll be:
  • Reviewing the answers provided in the questionnaire
  • Understanding the ambitions for the business
  • Understanding the ambitions for yourself (they will be different)
  • Reviewing risks in the business
  • Reviewing the organizational structure
  • Understanding roles and responsibilities of people in the organization
  • Discussing pricing models
  • Reviewing 3rd party services sold to clients
  • Discussing the current performance of the business from marketing through to sales and ultimately delivery

Once the session is done I’ll write up the notes and build an action plan for immediate items I feel we should consider addressing,

I’ll arrange a time to present the plan back,  this should be considered a working document between us aiming  to ensure the business goals, strengths and weaknesses are considered before we create a final plan.

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