Our Process
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Initial Consult
Overview: Initial Call (30 min - Zoom)
Goal: To define the problem and see if Bordeaux Consulting Group is a good fit to help.
Steps:
Bordeaux Consulting Group introduction.
Opportunity for the client to introduce themselves and their business.
Client describes the problem they are facing.
BCG ask clarifying questions to better understand the problem.
Explain how Bordeaux Consulting Group can help the client solve their problem (if we can..)
Schedule a follow-up call to discuss the Statement of Work or Master Services Agreement in more detail.
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Statement Of Work (SoW)
Overview: Prepare Statement of Work or Master Services Agreement with Costings & Timeframe to Deliver
Goal: To outline the scope of work, deliverables, timeline, and cost of the engagement.
Steps:
Meet with the client to discuss their specific needs and goals.
Develop a draft Statement of Work or Master Services Agreement that outlines the scope of work, deliverables, timeline, and cost of the engagement.
Review the draft Statement of Work or Master Services Agreement with the client and make any necessary revisions.
Finalise the Statement of Work or Master Services Agreement and have it signed by both parties.
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Start Engagement
Overview: Do the work
Goal: To begin working on the project and deliver results for the client.
Steps:
Kick off the project with a meeting to discuss the Statement of Work or Master Services Agreement and review the project plan.
Begin working on the project deliverables.
Communicate regularly with the client to keep them updated on the progress of the project.
Deliver the project deliverables on time and within budget.
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Deliver Results
Overview: Deliver an outcome e.g pitch documents, fundraise, customer on-boarding, GTM strategy, deploy strategy etc..
Goal: To deliver the project deliverables that meet the client's needs and goals.
Steps:
Deliver the project deliverables to the client.
Review the project deliverables with the client to ensure that they meet their needs and goals.
Make any necessary revisions to the project deliverables.
Get the client's final approval on the project deliverables.