Book a Discovery Call

The Benifits

At the end of the call there will be 3 potential outcomes:

1. We’re a good fit and we’ll move forward to a proposal meeting
2. We need more information from each other and will therefore set up another meeting
3. We’re not the right fit for each other and we’ll go our separate ways (no hard feelings).

Wanting another type of call or meeting ?

30 Minute Zoom Call

We will set up a 30-minute zoom call to chat with you about what you hope to get out of working with us. details provided upon confirmation.

60 Minute Zoom Call

We will setup a 1-hour zoom call to chat to you about what you hope to get out of working with us. details provided upon confirmation.

Discovery Call

I'd love to discover more about you and your business. During this 30 min call, I'll ask you some core questions around your business.

Proposal Meeting - Zoom

In this meeting, we will run through what it would look like if we decided to work together. We will work through the services we have specifically selected that we believe will enable and protect your practice.

Focus Quaterly Strategic Business Review-In Person

Our QSBR Onsite session will allow us to strengthen our partnership while discussing each other's performance during the quarter and to walk through the technology plan and any changes to your business plan.

Focus Quaterly Strategic Business Review-Zoom

Our QSBR Remote session will allow us to strengthen our partnership while discussing each other's performance during the quarter and to walk through the technology plan and any changes to your business plan.

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