Level 4: Full Set-Up and Implementation (Pre-event Option)
Our Level 4 Full Set-Up and Implementation Package is for the business owner who is thinking of or planning to close, wind down or sell their business. Here are the services we provide:
- Success(ion) Solutions, Inc. collects data on business and processes using the Success(ion) Solutions, Inc. Guidebook with minimal assistance from Client.
- Success(ion) Solutions, Inc. designates professional resources and team members.
- Success(ion) Solutions, Inc. makes an on-site visit to evaluate and certify readiness. (required)
- Success(ion) Solutions, Inc. evaluates open cases status (average 30 mins/case)
- Success(ion) Solutions, Inc. contacts attorney-clients to notify of event when it occurs and determine further action regarding cases (average 60 mins/case)
- Success(ion) Solutions, Inc. utilizes scripted telephone and letter templates to notify attorney-clients. Service Agreement/Fee Schedule provided if Success(ion) Solutions, Inc. professional services are retained to complete engagement(s).
The client provides monthly case updates as required.
- Success(ion) Solutions, Inc. Guidebook
- Downloadable PDF Forms Templates
- Document Folder
- 1-hour telephone call for visit preparation
- Success(ion) Solutions, Inc. licensed professional resources
- 20 hours on-site consultation.
- 50-150 hours consultation performed remotely based on the number of attorney-clients.
This is a fully customized service. Please call us today and we can work with you to develop the services and materials to meet your needs.