To get things started, we will send you a welcome package and finalize the NDA to officially kick off the partnership. We will then set up our email groups, confirm your meeting schedule, and have you complete a brief intake form. Finally, once you grant us access to your platforms, we will run an initial competitor analysis to ensure we are ready for our discovery call.

This one-hour kick-off meeting brings our working team together to discuss your brand's history and specific goals. We will also finalize your competitor list, confirm platform access, and review your intake form to ensure everything is set for your growth audit.

This one-hour session allows us to refine data, share interesting initial observations, and reconfirm your specific goals. We will also discuss any recent updates from your side to ensure we are fully aligned. Please note this is a working conversation to check our progress, rather than a formal visual presentation.

In this two-hour session, we will present the full audit deck draft to your team and leadership. We will walk through the findings and recommendations together, discussing any clarifications or revisions needed to ensure the final deliverable perfectly aligns with your brand’s future.

We deliver the final audit deck to you, incorporating any last updates or refinements discussed during our presentation call along with transcripts and recordings of all of your calls. After delivery, we will archive the final version and securely delete all source files one week later to ensure your data remains private.