We begin with a formal introductory meeting and a pre-audit questionnaire to capture your systems, tools, and priorities. The goal is to understand how your business operates, identify pain points, and start outlining practical, prioritized solutions.

We review findings from your complimentary IT or marketing audit and present a tailored solution that aligns with your priorities. We then walk through the scope, pricing, and contract terms so you can approve, request adjustments, and agree on next steps toward implementation.

We conduct kickoff meetings, procure and configure any required licenses and equipment, and finalize access for systems and users. For marketing, we securely connect or create accounts, verify permissions, and complete initial setup so campaigns and tracking can launch smoothly.