VISION: YOUR PATH TO MEETING QUALITY™
Our methodology designed to grow your firm
TRANSFORM
Up and running in 1 month
During this phase we get you from where you are today to looking incredible on glass. Our branding consultants work with your team to ensure your firm is reflected perfectly. We map out your customer onboarding process as a series of meetings and we connect all your tech for maximum efficiencies.
The Workshop Streams in this phase are:
- Structure – Mapping out your meetings
- Work – Capture the things you do to prepare for and follow up after meetings
- Connecting – The Meetings Hub to your tech stack for efficiencies and automation
- Branding – Ensuring your brand value is communicated during meetings
- Meeting Quality – Defining, tracking and measuring Meeting Quality
ELEVATE
Insights for improvements
Elevate is all about improving. Now that you can clearly see your meeting coverage, it’s time to refine and enhance your Meeting Quality. With newfound insights, we work together to optimize every aspect of your meetings, ensuring they are more impactful, organized, and tailored to your clients’ needs. This is where the real value happens—let’s elevate your meetings to the next level.
Key elements of Elevate:
- MQ being tracked
- New visibility and insights into all meetings
- Learning from and improving meetings
- Everyone delivering consistent meeting quality
EXCEED
Scale and grow with confidence
Now your meetings are operating at the highest level, and your Meeting Quality (MQ) is on the rise. It’s time to expand your capabilities and introduce more specialized, high-impact meetings. With the confidence to scale and the skills to diversify, you can explore new ways of engaging clients and hosting tailored meetings that were previously out of reach. This phase is about growing your impact, expanding your reach and maximizing value at scale.
Strategic impact:
- Extend and expand your client communication
- Offer more specialized meetings
- Discover new opportunities to grow your business
Your Vision
Vision is our proven methodology, setting your firm on the path to incredibly effective, beautifully flowing meetings. Through our structured phased work streams, we collaborate seamlessly with your entire team, from executives to the back office.
Our expert meeting design consultants provide guidance every step of the way. With the aid of our unique metrics and insights known as Meeting Quality (MQ), your firm will experience an immediate increase in value right from day one. Let us guide you on the road to Vision.
Meet The Future
