Business Discovery and Planning Session

Receive personal guidance and insights from an experienced business development team who understand marketing, websites, email, business planning, staffing, financial management and business best practices.

• Do you need advice on what to do in your business?

• Do you need a clear path to increase sales or expand your business?

• Do you have too many options - and need help to take action?

Our half-day Discovery and Planning Session is the answer.

What Happens?

Before the session:
We will have a preliminary discussion with you via telephone to understand your key activities and current objectives. Also, we will send you questions to answer so that we get a succinct summary of important areas of your business. This enables us to 'hit the ground running' when we meet for the half-day planning session.

At the session: During the discovery and planning session we will probe your objectives and ask for more details so we clearly understand exactly what is required to move your business forward. We will discuss possible options with you, recommend relevant resources, and outline a suitable future action plan. You will be given specific advice, tips, and guidance to get your business moving. Note: Even though we will provide a summary of the discussion we suggest you (or your team) also take notes of items you think are important during the session. We will cover a lot of information and answer any questions you have.

After the session:
After the discovery and planning session you will be sent written notes and recommended key action steps and an implementation schedule. You will have a record of what was discussed and clarity on the action items you need to implement. We will have another discussion with you via telephone to answer any questions you have about the recommended actions and schedule. 

What You Need to Know

Fee:
The fee for this professional consultation is $2,400.00 (plus GST).

How to book your planning session:
To book in for your consultation session please complete the Request Form below. Please answer all questions providing as much relevant information as you can.

Venue:
We will meet at your office to ensure ready access to any documentation or information that may be required during the session. Please ensure your session time is fully utilised by making alternate arrangements for phone calls, staff or other possible distractions during the session.

Payment:
Please note that a 50% deposit will be required upon receipt of your booking request. A GST compliant invoice will be sent to you for payment. After your deposit is received we will confirm the appointment date and conduct the preliminary telephone interview with you. The balance (50%) will be due on or before the date of the discovery and planning session.

Payment information -
Payment details for electronic bank transfer will be provided for you after you have submitted the Request Form below. Payment by credit card is not available.

Cancellation policy -
Once your discovery and planning session date has been confirmed that time will be reserved for you in our advisors schedule. If you cancel the appointment at any time a 25% cancellation fee will apply. For example, if you cancel after paying the 50% deposit you will receive a refund of 25%.

Appointment Time:
Sessions are only available Monday to Friday, 9am to 1pm, or 1pm to 5pm. We will contact you to arrange a mutually suitable time. You are welcome to involve up to 3 personnel from your organisation in the session. 

Request a Discovery and Planning Session

Complete this form and click the 'Submit Your Request' button.