Let’s Get Started…


Interested in working together? Kindly review the next steps below and use the contact form to get in touch.

  • I will send you a Prescreening Questionnaire, which will help me identify and focus on key questions, issues, and where I can provide you with the most effective support.
  • Upon receipt of your Prescreening Questionnaire, we will book a Free 30 minute phone consultation to give you an opportunity to ask questions, identify the scope of the services that you require, review anything that has arisen, and confirm the services and packages that interest you.
  • Upon confirmation, we will book our first meeting. Based on the area of focus, I will provide you with a list of what you will need to prepare prior to our meeting (financial document, event description and goals, etc.).
  • Following our meeting, I will send you a brief Proposal to confirm our Understanding and a Confidentiality Agreement.
  • Upon completion of your project, I provide you with a summary and recommendations based on the area of focus: financial, systems improvement, or event management. And include a Free 30 minute review and follow up phone call to ensure all of your questions have been answered and you are clear on your next steps.


I look forward to hearing from you and will respond to your message, within 1 business day.

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