Engagement process

A Clear, Practical Engagement Process

Each consulting relationship begins with a defined need and a shared understanding of the work to be completed.

01

Initial Discussion

The prospective client contacts Shontrell by email or telephone to provide a brief overview of the organization and the support being considered.

02

Scope Definition

The priorities, intended deliverables, expected timeline, and consulting arrangement are documented before work begins.

03

Assessment and Recommendations

Relevant processes and operating information are reviewed, followed by practical observations and recommendations aligned with the agreed scope.

04

Delivery and Follow-Through

Findings and deliverables are presented to the client. When appropriate, continuing support may be provided through a monthly retainer.

Engagement options

Support structured to the scope.

Defined objective

Project-based consulting

Designed for a defined operational objective, deliverable, or period of work.

Continuing support

Monthly consulting retainers

Designed for clients seeking continuing management-consulting support within an agreed monthly scope.

Start a conversation

Start with a clear discussion of the scope.

Now accepting consulting engagements with small and midsize businesses throughout the United States.