Information & document exchange can happen between the introductory call/email and the initial meeting. At the Plan Presentation meeting, you will leave with either a written or digital copy of your plan. Follow-up can consist of both additional meetings and phone/email exchanges, depending on your situation. The follow-up meeting needs to occur within 11 months of the initial meeting. WD will contact you for the follow-up meeting.
Contact Sara to book a meeting to review your situation and your personalized quote.
The business planning process includes the 4 steps listed above. At your discretion, it may also include time spent on-site with your business and discussions with employees and other key stakeholders. WD will prepare a personalized scope of work & quote after the introductory contact.