Who You'll Meet
Process & Timeline
- Intro Discovery CallA high-level conversation: the problems you are trying to solve, and whether we can help.
- Discovery QuestionnaireA short custom form built from our call, so nothing is asked twice.Sent within 1 day of the intro call, due ~2 days before the next meeting
- Ballpark Estimate ReviewInitial scope and a budget, workshopped together. Nothing signed; the question is whether the approach and economics hold up.Within ~1 week of the intro call
- Custom Platform DemoA tailored walkthrough of the recommended solution, built around your actual workflows and sample data, with all stakeholders attending.Within 7-10 days of preliminary approval of scope and budget
- Technical Validation & Finalized SOW ApprovalThe finalized statement of work, walked through together, with a decision either way.Typically within 1-2 weeks of the demo presentation
What We'll Cover
- The core issues you're trying to solve, mapped to our solutions
- Your team's budgeting process and expectations
- How a major decision like this gets made, and who's involved
- Review of our approach and timeline, matched to your team's needs
What You'll Leave With
- Solid sense of mutual fit, or a referral to another partner or solution if appropriate
- Clear understanding of our approach and process
- Tailored questionnaire to better inform the initial ballpark estimate, delivered within 1 day and due back 2 days before we meet again
- Meeting set to review the estimate together, typically within 1 week


