Working with TheCoTeam

Intro Call
(30min Zoom)

  • Where Are You Stuck?

  • How We Help & What It Costs

  • Ready to Go! or Not Just Yet…

Follow-Up Call
(If Needed)

  • Client Returns with 3-5 Questions

  • Discuss Your Questions/Concerns

  • Go or No-Go Decision to Engage

Select Services

  • Retainer for Hours and/or Coaching

  • Focus on Desired Offering/Purpose

Invoice & Payment

  • Invoice Sent via Quickbooks Online

  • Client Pays Invoice (Credit Card, ACH, Check)

Onboarding

  • Mutual NDA Exchanged

  • Slack Created/Linked

  • Kick-Off Meeting Booked via Calendly

Execution

  • Depends on Given Service(s)

  • See specific workflows by service

Repeat/Add Services
(Most Do!)

  • Continue your existing engagement?

  • Add any other service(s)?

Success Stories