Thank You — Your Appointment Is Confirmed
Thank You
What to Expect Next
- You will receive a calendar invitation and confirmation email with the meeting details.
- Please join from a quiet location with strong internet or phone reception.
- If you need to reschedule or cancel, please use the reschedule link included in your calendar invitation.
How to Prepare for the Call
To make the most of our time, please come prepared to briefly discuss:
- Your primary goal for the next 90 days
- The challenge you are facing (revenue, capital, debt, operations, leadership, etc.)
- Your timeline for action
If relevant, please have the following available:
- Company website and short overview
- Revenue range and business model
- Current constraints and key bottlenecks
- Any relevant background information needed to support the discussion
Documents and Additional Information (Optional)
If you have additional context, supporting materials, or documents that may be helpful for our discussion, please email them in advance to:
Primary: [email protected]
Secure Documents (if needed): [email protected]
To ensure your materials are reviewed efficiently, please follow these guidelines:
- Subject line: Documents – [Your Name / Company] – Scheduled Call
- Include a brief summary of what you want reviewed (3–5 bullet points preferred)
- Attach only the most relevant documents (avoid large document dumps)
- Please do not send sensitive personal information unless requested
If documents are extensive, you may be asked to book a paid Strategy Session for formal review and structured feedback.
Document Confirmation (Required if You Send Materials)
After sending documents, please send a brief email confirmation so we can match your materials to your scheduled call. Use the subject line: Documents Sent – [Your Name / Company] – Scheduled Call. In the email body, include 3–5 bullet points outlining what you want reviewed.
Recommended Reading
Important Note
Discovery calls are used to assess alignment and scope. No consulting deliverables are provided during discovery calls.
We look forward to speaking with you.
Cedric Burl & Company