Engagement Process
From first inquiry to your written cash plan—what happens at each stage.
Every engagement follows a clear sequence so you know what to prepare and when decisions happen. Most owners complete the initial diagnostic within two weeks of first contact.
Inquiry and intake
You submit the contact form or email us with your firm type, staff count, and main cash concern. We reply within two business days with a recommended service, fee quote, and available dates. A fifteen-minute phone call clarifies scope if needed.
Booking and deposit
Once you choose a date, we send an invoice for the deposit (50% for diagnostics and supplier sessions). Your slot is confirmed when the deposit clears. We email the pre-session questionnaire and a checklist of documents to gather.
Preparation
You compile bank statements, receivables and payables lists, and notes on upcoming large orders. Returning clients update the same folder monthly. We review materials one business day before the session and note any gaps to address at the start.
Working session
Diagnostics run four hours; supplier sessions two hours; monthly reviews ninety minutes. We build or update your thirteen-week calendar together. You leave with a draft plan before we finalize the written summary.
Written summary and follow-up
Within three business days you receive a PDF summary with recommended payment sequencing and flagged tight weeks. One follow-up email or short call is included to answer clarification questions on the plan.
Optional ongoing reviews
Owners who want a regular checkpoint book monthly reviews—often during seasonal peaks. There is no obligation to continue. Pausing or rescheduling requires two weeks' notice per our refund policy.