Our Process: A Transparent Partnership

At Michaelson Business Advisors, we believe in building strong, transparent relationships with our clients. To ensure that you fully understand how we work and what to expect, we’ve outlined the key steps and processes involved in our consulting services. This approach ensures that you are informed and confident every step of the way.

Step 1: Initial Consultation (Free, 30min)

We begin our journey together with a complimentary one-hour consultation. During this meeting, we will:

  • Understand Your Needs: We’ll discuss your business goals, challenges, and the specific areas where you need support.

  • Explore Opportunities: Together, we’ll identify potential areas for improvement, growth, and innovation.

  • Gather Key Information: We’ll ask targeted questions to gather the information needed to develop a customized service plan.

Outcome: A clear understanding of your business’s current state and the areas where our services can add the most value.

Step 2: Customized Service Proposal

Based on the insights gained during the initial consultation, we will develop a detailed service proposal tailored to your business. This proposal will include:

  • Customized Plan: A step-by-step plan outlining the specific services and strategies we recommend for your business.

  • Scope of Work: A clear definition of the tasks, deliverables, and timelines involved in the project.

  • Pricing: A transparent and customized pricing structure based on the services selected and the complexity of your needs.

  • Contract Details: The terms and conditions, including payment schedules and expectations for both parties.

Outcome: A comprehensive proposal that clearly defines the scope, timeline, and cost of our engagement, ensuring there are no surprises.

Step 3: Kickoff Meeting & Planning

Once you approve the proposal, we’ll hold a kickoff meeting to:

  • Review the Plan: Go over the details of the service plan to ensure alignment and clarity.

  • Assign Roles: Identify the key team members on both sides who will be involved in the project.

  • Set Milestones: Establish project milestones and timelines to keep the work on track.

  • Communication Channels: Agree on how and when we’ll communicate, including regular updates and progress reports.

Outcome: A clear roadmap with defined roles, milestones, and communication strategies to ensure smooth project execution.

Step 4: Execution & Implementation

With the plan in place, we move on to the execution phase, where we:

  • Implement Solutions: Begin the process of implementing the agreed-upon strategies and solutions, whether it’s technology adoption, financial management, or e-commerce setup.

  • Monitor Progress: Regularly monitor the progress of the project, ensuring that we’re meeting milestones and delivering results.

  • Collaborate Closely: Maintain close collaboration with your team, making adjustments as needed to keep the project on track.

Outcome: Effective and timely implementation of solutions that drive your business toward its goals.

Step 5: Review & Optimize

After implementation, we don’t just walk away. We ensure that the solutions are working as intended and look for ways to optimize them further.

  • Post-Implementation Review: Conduct a thorough review to ensure all objectives have been met and identify any areas for improvement.

  • Optimization: Make any necessary adjustments to optimize the performance and impact of the solutions.

  • Ongoing Support: Depending on your package, we may provide ongoing support to ensure long-term success.

Outcome: A fully implemented, optimized solution that continues to deliver value over time.

Step 6: Ongoing Partnership

For businesses in the growth or maturity phase, we offer ongoing support to help you navigate the challenges of scaling and staying competitive.

  • Continuous Improvement: Regularly revisit and refine strategies as your business evolves.

  • Proactive Problem-Solving: Anticipate and address potential challenges before they become issues.

  • Strategic Advice: Provide ongoing strategic advice to keep your business on the path to success.

Outcome: A long-term partnership focused on your business’s continued growth and success.