The essential groundwork of Phase 1 gives you clarity on the health and trajectory of your firm. This helps you:
Click each key deliverable below for details.
We build you a customized tracking portal designed to reflect what matters the most to your firm. The value of this alone is worth the investment, as it can be used to drive your business forward forever.
We identify and refine what you, the owner(s), want for yourself and for the firm.
We anchor the firm's vision with strong guidelines that can power future growth. You'll have a short series of sessions with our Organizational Identity expert to create (or refine) your firm's vision statement, and BONUS...get a tagline to use as you see fit!
The detailed data gathering exercise during the Discovery step, plus the creation of your customized tracking portal, informs a detailed analysis of what the firm needs to move from where it is today towards achieving its desired future state.
"VELOCITY WORK IS A TRUE ALLY FOR OUR FIRM, UNLOCKING OUR GROWTH. We have been amazed by the dedication and hard work that Melissa and her team have shown our firm. The tracking portal is a game-changer. We know our numbers, rely on data, and stay zone-focused on our goals. "
A STREAMLINED THREE STEP PROCESS
We gather what we need from you, and we get to work.
We gather your business data and discuss your ambitions to identify where you came from, where you are right now, and where you’re aiming to go in the future.
We begin in-depth data analysis and produce your custom tracking portal that will house self-reported data and serve as a source of truth for the firm.
A full report is delivered via video conference to walk through a detailed summary of findings detailing where things are today and how to achieve your goals.
Next step is to schedule a conversation with Melissa to learn about your firm and answer any questions you have.
Drop us your name and email for access to her calendar!