For smaller firms, and for a plan before an assessment
Book a one-hour planning session
$100. One hour, one-to-one with an associate, on SecureLive. You leave with a written outline of next steps for your systems and decisions. Two sessions are held each week.
What it is. Advice and planning. It is not the EOS assessment and creates no engagement. Payment by ACH, debit card or credit card; this page never sees payment details.
Choose a time
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Who it suits
- A smaller firm that wants a plan for its systems and decisions but is not ready for an assessment.
- A larger team that wants an outside view before it commits to an assessment.
- Anyone with a specific disagreement between two systems and a decision to make about it.
What it is not
It does not connect to your systems, and you should not share passwords, keys or other people's confidential information in the session. For a read-only look at two of your own systems, request an assessment.