The coaching and consulting process starts with gathering information first by knowing your objectives, second we would like to see a snapshot of your business and third we need to understand the resources that are available and will be used to achieve your objectives.

We have separated out the Client Business Assessment into 7 parts. Please complete each online form in its entirety and submit them within 30 days or less. (Most clients are done within the first week so they can start working their custom roadmap.)

Part 1: General Questions & OPERATIONAL MANAGEMENT

Part 2: TALENT MANAGEMENT

Part 3: MARKETING MANAGEMENT SYSTEM

Part 4: SALES MANAGEMENT SYSTEM

Part 5: FINANCIAL MANAGEMENT SYSTEM

Part 6: LEGAL MANAGEMENT SYSTEM

Part 7: CLIENT MANAGEMENT & Final Questions