Discovery session
The Discovery and Strategy Session
One 60-minute session, a form before it, a project plan with recommendations after it. This is where the consulting starts.
What you get
- My review of your form before we meet, so we do not spend the session on background.
- A 60-minute working session on what is happening, what matters first, and what a practical path looks like.
- A written project plan with recommendations: current situation, needs found, priorities, scope in and out, phases, deliverables, timeline, monthly structure and budget.
- A clear decision point. Go ahead, book more discovery, pause, or decline.
How it works
We agree it is the right next step
On the initial call. I send the invoice and the form.
You pay and fill in the form
At least 24 to 48 hours before the session. The session is confirmed once payment lands.
We meet
Within a week you have the plan.
$200, paid upfront.
Because there is a deliverable attached, payment is required before the session is confirmed. If payment has not been received before the scheduled time, we simply reschedule once it has. The invoice is in your currency, Australian or Canadian dollars, depending on where your business is.
Before we meet: the form
Nine short sections: your business, why you are reaching out, what is working and what is not, goals, team and systems, offers and clients, anything you want me to read, and how ready you are to change things. It takes about 20 minutes and it makes the session twice as useful.
The form link is sent with the invoice after the initial call.