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.
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.
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.
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.
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:
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.
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.
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.
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.