Consultations
Schedule a free, no-obligation consultation to explore how our services can benefit your business.
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Consultation Process
Contact Sales: +1 (435) 255-32651
Organize: Gather your project details
- Identify and list the problems and challenges you aim to solve.
- Explore our service offerings to see if we're a match for your needs.
- Determine a baseline budget and desired ROI using our calculator.
- Submit this information through our consultation form below.
2
Schedule: Set appointment to discuss
- We’ll do some research and prepare an internal briefing.
- We’ll begin coordinating dates with your team’s key decision makers.
- We’ll email you the date, time, agenda, and meeting link.
- We’ll confirm the meeting on the morning of the scheduled appt.
3
Discovery: Identify needs and opportunities
- Detail your current strategies, tactics, methodologies, pain points etc.
- Describe your short-term/long-term goals, desired outcomes etc.
- Review any of the preliminary insights we gathered.
- Identify potential opportunities for improvement/engagement.
4
Estimate: Recommend service packages
- We’ll provide recommendations for each of your specific needs.
- We’ll explain how the services, rates, and retainer discounts work.
- We’ll provide a rough estimate with ballpark investment ranges.
- We’ll schedule a follow up meeting to discuss a detailed proposal.
5
Proposal: Review detailed service plan
- Read our outline of high level action steps that address your needs.
- Carefully review the project scope, deliverables, timelines, and costs.
- Ask any questions or highlight any concerns about the plan.
- Provide feedback on our consultation process, our team, etc.
6
Decide: Sign and submit deposit
- We’ll address any questions or concerns about the proposal.
- We’ll send you a Master Services Agreement for e-signature.
- We’ll send you an initial Stripe invoice for ACH payment.
- We’ll schedule the first joint work session to ensure team alignment.