Step 05 The process
How we work.
Before we talk about products or amounts, we get your starting point in order. This is how we work with you, in three steps.
1. We find your starting point
Tell us what stage your business is in and what you want to achieve.
It's the first thing we do on the strategy call: we listen to your goal and your questions to understand where your business is starting from.
2. We review your priorities
Organization, financial identity and the questions you need answered.
We look at what's in order and what's missing: whether the business exists as an entity, whether its finances are separate from yours, and which details should be made consistent. They're the same points we explain in how to build business credit.
3. We define your next step
Learn how the coaching works before you decide.
We explain the coaching and its scope so you can make an informed decision. Any service and its price are explained before you sign up for it.
Promises of approval, amounts or timelines. Each vendor or lender sets its own terms, and we tell you so from the start.