The inquiry process is designed to protect both sides. Not every serious problem needs my involvement, and not every inquiry is a fit. The first step is to understand whether the issue is specific, urgent, and suitable for structured diagnostic or advisory work.
01
You send a focused inquiry
Share who you are, what you are trying to solve, what is at stake, and what kind of support you think you need. Include any timeline, funding, event, board, product, or decision deadline if relevant.
02
I review the fit
I look for the actual decision problem, not only the surface request. If the issue is too broad, too early, or better served by another type of support, I will say so.
03
We schedule a short scoping conversation
If there appears to be a fit, we discuss the problem, constraints, stakeholders, expected outputs, and whether the work should be a diagnostic, advisory engagement, workshop, briefing, or pilot scoping assignment.
04
You receive a proposal or next-step recommendation
For paid work, I provide a scoped proposal with deliverables, timeline, assumptions, fee structure, and what I need from you. If a paid engagement is not appropriate, I may suggest a lighter route or no engagement.
05
We begin with documents, signals, and context
The work starts with evidence, not performance. Useful material may include strategy documents, dashboards, pitch decks, policy notes, product flows, governance documents, program designs, stakeholder feedback, operating rhythms, or prior decisions.