Step 1, The Opener
It starts with three questions.
The partner's job is to ask about turnover. Each question points to a different kind of risk.
High turnover?
Volume risk
Losing critical people?
Critical person risk
Enough people?
Scarce skills risk
The ten steps
- 1
The Opener
Ask about turnover.
Partner
- 2
The Handoff
Book 20 minutes with Tony.
Partner
- 3
20 Min Diagnostic
Problem and urgency check.
Tony
- 4
45 Min Deep Dive
Gather resources.
Tony
- 5
Checklist and Data
Terms of service and 7 data points.
Client
- 6
EIP Delivers (7 Days)
Internal build.
Brett and Lilian
- 7
Reveal Meeting
Review the results with the client.
Tony and Brett
- 8
Expansion Options
Tier 1, 2, or 3.
Tony
- 9
MSA
Master Service Agreement.
Tony
- 10
SOW
Statement of Work.
Tony
Who owns each step
Partner
Steps 1 and 2
Branching questions, then the handoff.
Tony
Steps 3 and 4
Qualification calls.
Client
Step 5
Terms of service and 7 data points.
Brett and Lilian
Step 6
The internal build.
Tony and Brett
Step 7
The reveal meeting, shared with the client.
Tony, solo
Steps 8, 9, and 10
Expansion options, MSA, and SOW at the close.
The partner's job ends at step 2. Everything after belongs to EIP, with Tony present for 7 of the remaining 8 steps.
Start with a conversation
Start free. See results in 7 days.
Send us 7 basic columns of data you already have, for a small group of your employees. No contract. No commitment. If it does not surprise you, walk away.