Article by Ingrid Edstrom published on Intuit’s FirmoftheFuture.com
At Polymath LLC we are working to develop systems that are repeatable, consistent, and effective across our diverse client relationships. One of our favorites is our Discovery Phase Checklist. This procedure has helped us to streamline one of the most complicated parts of a budding client relationship, and it has saved us buckets of time while tremendously increasing the value we offer early on. We are happy to share this process with you in hopes that it can help you on your journey, as well.
Read the whole article here: Packing for the Honeymoon: Discovery Phase Checklist