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STEP ONE:
As a new consultation client, I ask that you complete this questionnaire so I can better review your opportunities and challenges before working with you.
Don’t worry if some of the questions do not apply to you – or if you feel that not being able to answer some questions will present you in a less than positive manner. I look at all attributes, experiences, subject matter and ideas.
When you’ve completed this questionnaire, I’ll review it along with any other materials you submit.
STEP TWO:
A series of scheduled conference call to review your needs and review growth opportunities.
STEP THREE:
Client engagement agreement.
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