From first conversation to renewal.
A consistent, risk-based process that turns a discovery conversation into a defensible, ongoing GRC partnership.
STEP 01
Lead Generation
Prospects attracted through referrals, LinkedIn and the website.
STEP 02
Discovery Call
A complimentary 30-minute conversation to understand your business model, regulatory exposure and pain points.
STEP 03
Needs Assessment
Regulatory obligations and service scope are identified and summarised.
STEP 04
Proposal
A professional proposal setting out package, scope, price and timeline.
STEP 05
Engagement Letter
Scope, exclusions, fees and confidentiality are confirmed in writing.
STEP 06
Onboarding
Documents are collected and your client file structure is set up.
STEP 07
Delivery
Services, monitoring and reporting are implemented: reports, registers, policies and action plans.
STEP 08
Renewal / Upsell
Value is reviewed and scope expanded where appropriate as your business grows.