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Engagement Meeting

Provide an in-depth status update prior to your next consulting session to ensure a productive meeting and up-to-date data is shared for review prior to your engagement with your consultant.

Please Submit the Following Data and Documents

All data is safe and held in confidence. Please submit only once. Data, information and files are the property of the client. Please do not include private or sensitive identification numbers.

Do you have project update(s) to share during our next session?
Yes, I am prepared
No, I do not have updates but need to talk through points with you
Not yet, working on them
Did your firm raise capital this period?
Yes
No
If yes, how much?
Did you achieve any milestones this period?
Yes, I achieved milestones I set
No, I have yet to reach a milestone I set
What milestone(s) did you reach?
What are the current areas of focus we're working on?
Are you actively tracking outcomes from your inputs?
Yes, I am tracking outcomes
No, I am not tracking outcomes
What are you using to track performance outcomes?
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