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
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