
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