Book An Initial Consultation
Purpose: The initial consultation aims to understand the client’s needs, discuss IBH services, and assess the potential fit between the client’s needs and IBH expertise.
Format:
- Duration: 60 minutes.
- Medium: Video call via my Zoom link
Discussion Points:
- Client Background: Gather information about the client’s background and current situation.
- Objectives: Discuss the client’s goals and what they hope to achieve through IBH consulting services.
- Expectations: Set expectations for how the consulting process will work, including communication, availability, and commitment from both parties
- Discuss financials with the guarantor
