01202 022992
BH12 1PN, Poole, UK

The Proposal Meeting – Agenda and Questionnaire

your business, changing lives

Would you like us to work together ?

Thank you for taking the time for us to have a discovery call recently and I have now set up the proposal meeting and have sent you the details by email.

So that you can be best prepared for the meeting I thought it would be worthwhile running through the agenda so please take a few minutes to watch the video and then click on the button below to complete the short questionnaire that shouldn’t take you more than about 10 minutes.

The questionnaire gives me a little background to your business and helps me see what solutions we could explore to build and improve your business and financial future.

That’s it, plain and simple.

Just click on the button below to get started or if you want to know more about me, my practice and services why not download my brochure.