After the Discovery Call: The Personal Insight Meeting
The Personal Insight Meeting is when we take the time to get to know you and what questions you'd like to have answered.
Meeting Objectives
- Determine client goals, priorities, and values
- Determine if relationship is a good fit
- Set the next meeting
Expected Duration
Meeting Length: 30-45 minutes
Time Until Next Meeting: Often combined
Discussion Topics
- Explaining our process
- Client Values Discussion
- Describe the scope of our offerings
- Discuss fees and compensation
Not ready to schedule your Discovery Call?
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