Step 1:
Introduction - The initial consultation is usually via telephone. Discussion includes the background, purpose and goals of your business together with the services offered by Business Diligence. A second meeting is scheduled as required.
Step 2:
Briefing - A meeting to exchange material and information. Discussion of the components of a draft proposal, stipulating the outcomes of the engagement and how progress can be measured.
Step 3:
Draft Proposal - In person or via telephone.
Review and agree in principal to the draft proposal including:
- Situation appraisal
- Objectives
- Measures of success
- Expression of value
- Methodologies and service options
- Timing
- Itemised accountabilities
- Terms and conditions
- Acceptance
Step 4:
Service selection - In person or via email. The methodology and service option is selected by the client and the proposal is finalised.
Step 5:
Acceptance - In person or via post. The client provides sign-off accepting the proposal and providing approval for the work to begin.
