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General Chronological Steps
Each situation is different. However, usually
the General Chronological Steps are as follows:
- Free Initial Discussion: An Initial Discussion
(at no cost to the Client) is held in a meeting or by
telephone. Its purpose is to discuss the Client, its situation
and problems, and how it can be helped by the Firm.
- Professional Services Agreement: If both parties
wish to proceed, a Professional Services Agreement is
signed.
- Free Initial Orientation and Materials Review:
The Firm undertakes an initial orientation and review
of the Client's materials (at no cost to the Client).
- Second Major Discussion: The Client and the Firm
hold a Second Major Discussion (by telephone, email, fax,
mail, and/or meeting). Its purposes include to: a) finalize
and implement an overall strategy and action plan; b)
assign specific responsibilities; c) handle crises and urgent problems; and
d) begin moving quickly to improve the Client's situation.
- Specialized Forms: Certain specialized proprietary
forms of the Firm are completed and used as management
tools in improving the situation rapidly.
- Solve Problems and Achieve Objectives: The Client
and the Firm work closely together in order that problems
be quickly solved and objectives achieved.
- Transfer of Work Responsibilities: As soon as
appropriate, all work responsibilities are transferred
to on-going Client personnel.
- Firm Remains Available in Reserve: After the
initial work has been completed, the Firm remains available
to the Client on a when-and-as-needed basis.
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