Clarity Street Discoveries

We're looking forward to gaining Clarity with you on your current state! We need to book in a few sessions as mentioned in your onboarding catch up.

For best results, please book in the Directors session first, followed by a 1:1 with the Admin & Accounting team leads each, followed by the Admin & Accounting team processes (we do this one together!).

If any of your team would additionally like to meet with us, they are welcome too!
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We require a discovery form to be filled out prior to these sessions, we will send this out to the team (if we haven't already done so!).
Please ensure the team are aware to complete these.

Follow the steps below to book the meetings in!

Step 1

Please book this meeting in first!

Director's Discovery Session

Are you a decision-maker or a director of the business?

This meeting is for you.

Step 2

Admin Team Lead 1:1

Are you the Admin Team leader or Practice Manager?

This meeting is for you.

Accounting Team Lead 1:1

Are you the Accounting Team leader?

This meeting is for you.
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Step 3

Admin & Accounting Team
​Processes Discovery

Speak to us as a Team about your processes and procedures used for the client lifecycle experience. We don't need the entire team, but we certainly need some of the key team members who can talk too and explain the processes related to the client lifecycle. 

We discuss the following processes:
• Lead generation • Client acquisition • Client engagement • Client correspondence • Workflow and Information management 
• Job processing and completion • Post job completion presentation 
• Service payment • Client follow up
Just a reminder, make sure you forward the invite to your relevant team mates!

Step 4

Optional 1:1 Catch Up
​(Team Members)

Speak to us about your recent Discovery Questionnaire and anything you think would be relevant for us to know about
you or the business.
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