Exploratory Call


When you schedule an exploratory call, you will fill out an intake form to ensure the consultant already has vital information at the time of the call. During the 15-minute meeting, we will troubleshoot issues within your PA program and discuss possible strategies to overcome them. At the conclusion of the call, we will establish a simple action plan.


Though this exploratory call is intended to understand the issues within your PA program. It does not cover complex issues. If you are not certain which situations may be considered complex, please book a call and fill out the intake form. We will notify you whether it is beyond the scope of any exploratory call.

Due to the nature of an exploratory call, no documents may be submitted prior to the call for the consultant to review.

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