Your First Strategy call

Your first strategy call — what to expect

The first strategy call is where we get to know you and your specific needs. It's typically longer than follow-ups because we want to understand your full situation before recommending anything. Here's exactly what to expect, what to bring, and how to prepare.

Before you meet

• Gather any relevant history — past records, prior recommendations, what's worked or hasn't.
• List your questions — write them down so nothing gets forgotten in the moment.
• Be ready to share context — the more we understand, the better we can help.
• Bring identification and any required documentation.
• Allow extra time — first strategy calls typically run longer.

What we cover at the first strategy call

1. Welcome and intake — confirming details, understanding what brings you in.
2. Listening — your story, your concerns, your goals, in your own words.
3. Assessment — relevant evaluation specific to web / software agency engagement.
4. Findings — what we found, in plain language.
5. Options — multiple paths forward when applicable, with trade-offs.
6. Recommendation — what we suggest and why.
7. Next steps — what happens after the strategy call if you choose to continue.
8. Your questions — every question answered before you leave.

How long it typically takes

First strategy calls are typically 45-90 minutes depending on complexity. We'd rather take more time upfront and get things right than rush and miss something important.

What you should expect us to do

• Listen without interrupting.
• Take your concerns seriously, even ones you've been told are minor.
• Explain things in plain language, not jargon.
• Tell you honestly when we're uncertain about something.
• Recommend what we'd recommend for our own family.
• Respect your timeline and budget.

What we expect from you

• Honest information so we can help effectively.
• Questions when something isn't clear.
• Feedback if our approach isn't working for you.
• Patience with the process — good engagement takes time.

If we're not the right fit

Sometimes during the first strategy call it becomes clear we're not the right team for your specific situation. When that happens, we tell you honestly and refer you to someone who is a better fit. We'd rather lose a single engagement than waste your time.

Confidentiality

Everything you share with us is confidential. We don't discuss your situation with anyone outside our team without your permission, and we don't share or sell your information.