.webp)
Start With a Complimentary Fit Call
1. Start With a Complimentary Fit Call
Tell us what is becoming difficult to coordinate and what you are hoping to get organized.
​
We’ll ask a few questions to understand your situation, determine whether EliTzi is a good fit, and identify the areas that may need to be included.
4. Receive Your Personalized Plan
We bring everything together into your Personalized Action Plan and Client Planning Workbook.
​
You’ll see what has been organized, any remaining gaps and next actions, along with an easy-to-update working tool you can continue using as things change.
​
You’ll have an opportunity to review the factual information before final delivery.
3. Share the Details
2. Confirm Your Plan
If we can help, we’ll confirm the scope of your engagement before you move forward.
Â
You’ll know what we’ll organize, what you’ll receive, your price and the expected timeline.
Once you decide to proceed, you’ll complete your Planning Intake and meet with us for a structured planning consultation.
​
We work through the schedules, responsibilities, coverage, people, locations and other details needed to build your plan.
You make the decisions. We provide the structure to help you organize them and keep track of what happens next.