LEARN ABOUT OUR

CONSULTING PROCESS

WHAT IT'S LIKE TO WORK WITH US

What does it look like to work with us?

A lot of people ask this, and it’s a fair question. While every case is unique in some ways, in other ways there is definitely a standard process we follow to help people get great results.

Here’s what that looks like “on the ground.”

NOTE: Scroll down for our primary Consulting Process, or click one of the jump links below to see one of our specialty processes.

>> 4D Growth Process (Detail)

>> Growth Catalyst Coaching Process

>> Custom Website Process

STEP 1: Complimentary Clarity Consultation
Where Everything Begins

It all starts with a click and a calendar. When you click the “Schedule Consultation” button here on the site, you’ll book a call with us and we’ll send you some questions to help you focus your thinking on the goals that matter most to you.

On our call, we’ll walk through your answers together and do three things.
1) Help you think through WHY each of these goals matter to you, so you have a better sense of what you’re actually hoping to achieve.

2) Help you identify some of the key gaps that are keeping you from reaching those goals now and might keep you from achieving them later.

3) Decide if working together is a good fit and what Consulting Package makes the most sense for you, or if not, who might be a better fit to help you get where you want to go.

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STEP 2: Agreement, Payment, and Onboarding
Laying a Solid Foundation
If we find out we’re a good fit, we’ll send you our Consulting Agreement and an invoice for your first payment, along with a payment schedule for our continuing engagement. Once that’s taken care of, we’ll schedule your Onboarding Session where we’ll flesh out your Goals a little more, make a clear plan for progress and milestones, and decide on the best schedule for ongoing meetings and deliverables.
STEP 3: Work the Process
Delivering Consistent Results
  1. From there, specific steps will depend on your Consulting Package, but in general we’ll follow the 4D Growth Process (see below for more details):
  2. Develop your Clarity (where you are now)
    Define your Goals (where you want to be)
  3. Design your Strategy (step-by-step plans, overall strategic planning, etc.)
  4. DO the work of Execution (depends on the Package)


Along the way, you can expect high-touch service and a high degree of communication. We’re available to answer questions and make changes, and our goal is to give you the kind of “remarkable service” we talk about.

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STEP 4: Celebrate Your Success!
Enjoying the Results of Growth
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Once we’ve completed the process of your Consulting Package, we’ll take a look at where you were, how far you’ve come, and celebrate your new wins!

We’ll also explore what it could look like to continue working together for even greater growth, and we’ll invite you to share a short testimonial about your experience working with us.

Additional Process Details
THE 4D GROWTH PROCESS

For Consulting engagements, this is how we get results for you.

We call it our “4D Growth Process,” and it’s very simple.

FIRST, we work with you to Develop your Clarity both internally and externally, to make sure everyone is on the same page with common language and a clear understanding of where you are now.

SECOND, we work with you to Define your Results so you have a clear picture of what the next level of success looks like for you, and so your team understands your vision and goals for growth.

THIRD, we work with you to Design your Strategy in a step-by-step way so you’ll know exactly what has to happen to reach your goals, your way.

FINALLY, we work for you to DO the work of Execution and provide insight and creative services to actually make things happen. What that looks like varies from case to case, but can include services such as:

  • Custom Websites
  • Advanced Sales Tools (Podcast VSLs, scripts, Webinars, Email sequences, etc.)
  • Graphic Design Services
  • Software Setup and Integration
  • …and more!
GROWTH CATALYST COACHING PROCESS

For Coaching relationships, personalized service demands a personalized process.

Since every relationship is unique, the specifics of our process are unique as well.

However, whether Client Partners are looking for general business coaching, leadership coaching, executive coaching, or personal development coaching we do find the broad strokes of the 4D Growth Process are extremely helpful for Coaching as well as Consulting. Here’s what that means for you.

  1. Develop Your Clarity – What is happening right now that you want to improve? Better bottom-line? More engaged team? Healthier habits and relationships? We’ll help you clarify where you are NOW.

  2. Define Your Results – Where do you want to go NEXT? If you know what you want to improve, this is where we make specific goals and measures to evaluate progress. We’ll help you define what “winning” looks like.

  3. Design Your Strategy – HOW will you get to your “better future?” Only with a clear plan can you hope to achieve meaningful results. We’ll help you map out both a general approach and a set of clear steps to follow to make sure you achieve the goals that matter most to you.

  4. DO the Work of Execution – WHO will actually do the work to drive the change? In most cases, it is each Client Partner’s responsibility to take action. While in a few cases we pay partner with them for hands-on execution, generally we’re here to guide, encourage, and hold accountable.

Bottom-line: We’re here for whatever YOU need, and we’ll do all we can to adapt our process to deliver the best results for you.

CUSTOM WEBSITE DESIGN & DEVELOPMENT PROCESS (Standard Package)

START) Clarity Consultation to assess goals and fit

PHASE 1) Proposal and Agreement – We send you an e-document to sign that includes our Standard Consulting Agreement and an Appendix with project-specific details.

PHASE 2) Collaboration Session 1 – We meet to decide on pages, content outline, look and feel.

PHASE 3a) Content Collection – You submit all the content you want featured on the site.

PHASE 3b) Original Content Writing (optional) – We take the content outline and all your submitted items and write first drafts of original content.

PHASE 3c) Original Content Review (optional) – We send content to you, you schedule a review meeting, and we meet to discuss changes.

PHASE 4) Design Mockup – We create a static mockup (including content changes from 3c) and send to you for review.

PHASE 5) Collaboration Session 2 – We meet to review your changes together and finalize design.

PHASE 6) Site Build – We build your Staging Site in WordPress and send to you for review.

PHASE 7) Collaboration Session 3 – We review the site, make final changes and launch! This is also when we hold the training for any of your team, up to two hours.

If the winds are favorable, we can get the whole process done usually within 15-20 business days of the first Collaboration Session.

VIDEO PRODUCTION PROCESS (VSLs, Video Ads, Other Projects)

START) Clarity Consultation to assess goals and fit

PHASE 1) Proposal and Agreement – We send you an e-document to sign that includes our Standard Consulting Agreement and an Appendix with project-specific details.

PHASE 2) Collaboration Session 1 – We meet to decide on look and feel for your production, ideal audience, specific points you want to emphasize.

PHASE 3) Content Collection – You submit all the content you want included in the video, and we source music, clips, and other assets to include, based on your instructions.

PHASE 4) Rough Cut Production – We create a first draft of the video to make sure it’s going in the direction you like. This will likely not include transitions or effects.

PHASE 5) Collaboration Session 2 – We meet to review the rough cut and any changes or  additional needs before final production.

PHASE 6) Full Version Production – We produce the full version of the video with updates from our last session and full polish. We send to you for final approval or final changes via email.

PHASE 7) Final Delivery and Follow-up – After receiving any final changes from you, we complete production, deliver a download link, and send you a link to share a review of our process and results. At this time we also schedule a follow-up to see how the video is performing for you.

If the winds are favorable, we can get the whole process done usually within 15-20 business days of the first Collaboration Session.

So, now we've told you all about us ... Shall we take the conversation further?