How engagements run
A six-step flow from discovery through refresh—adapted per program but consistent in discipline.
- 01
Discovery call
45 minutes to confirm scope, stakeholders, and launch windows.
- 02
Field & calendar audit
Interviews and document review across brand and distributor layers.
- 03
Draft matrices
Ownership, route, or handoff artifacts in editable templates.
- 04
Pilot validation
Store cluster or distributor forum to stress-test assumptions.
- 05
Publication
Guides, notes, or calendars handed to your enablement lead.
- 06
Refresh cadence
Quarterly check-in template or optional retainer.
Before / after
Before
- Route plans in conflicting regional spreadsheets
- Handoffs described in long email chains
- Store staff rely on verbal instructions
After
- Single harmonized calendar with trade-offs visible
- Versioned handoff guides with photo checkpoints
- Scannable operating notes linked to owners