(Free) Initial meeting

• Define and understand the goals of the client as well as the scope and deliverables

Letter of engagement

• Outlining the terms, scope, timeline, and compensation of the project in writing for both parties.

Time of review

• In depth research into clients product, industry, and current practices.

Recommendations

• Deliverable advice is given to the client

Implementation

• Execution of recommendations for the client

Monitoring and evaluation

• Evaluate how recommendations are affecting the clients operations and business making adjustments where needed.

Final wrap-up

• Giving a final report summarizing all of the findings, recommendations, and work to the client as well as a few actionable steps for the future.