Ela Degen- Thought provoking digital pre- engagement tools and processes to help owners unpack their priorities (with embedded checkpoints/
tracking/reporting). - “White-labeled” marketing brochures with your firm’s branding (hard copy and digital).
- Digital Education for business owners.
- Co-branded seminar content and presentations.
- Counseling and questionnaire tools for 3-Part Pre-engagement exploration with clients.
- Documented 4-Part Post-engagement process (memo’s on how to conduct, forms, checklists, letters, etc.)
- Three in-depth online assessments – personal/financial, business readiness, and business attractiveness
