Planned Ascent Resource

Next Steps

You’re just a few steps away from leading your business into a better future.

Step by Step

The route map below will help us develop with you a clear idea of your requirements and the service you would ideally like, whilst making the most of any time you invest in the process.

If you prefer to jump straight to a call or to the Contact Form, then please feel free to do so. Whatever works for you will work for us.

The Route to Relationship

Sustainable growth will only be achieved through a sustainable relationship, so we both need to invest a little time and effort to ensure we create one.

Our four-step approach is designed to get the most from both parties’ investment of time and effort:

Step Two
Introductory Call
(Phone or Video conference: 20 minutes)

An opportunity to put a voice to a name and explore any early-stage questions on either side, including any areas highlighted by the First Fit Review™ if you choose to complete it.

Step Three
Face to Face Meeting
(Your business premises: 1 hour)

If everything seems OK so far, let’s meet and put faces to names, confirm personal chemistry and provide any credentials as may be required.

We will ask you to explain the high level context, challenges and perceived requirements that have prompted you to contact us.

In return, we will come prepared to explain the why, what and how of our business and to answer any questions you may have.

Pen to paper
Written Proposal
(Online: soft copy)

We will write to confirm our understanding of your context, challenges and requirements, plus our proposed solutions and commercial terms to provide the services you have requested.

Dates in Diaries
Signatures and Dates

Once we are both happy we can sign the proposal including any refinements and schedule dates into diaries.

First Fit Review

First Fit Review

This tool will provide us with a preliminary insight into your business and requirements. Typically it takes 4 minutes to complete.

It is designed to help us both establish, quickly and easily, whether there is likely to be a fit between what you feel you need and what Planned Ascent offers.

If you then decide to schedule a first call with us, it will make that call more productive. 

Once you submit it, we will review your answers and respond with our observations (if you choose that option) by the end of the next working day.

Any information you provide will be used for this purpose only. It will not be shared with any third party or stored for any other use, unless to comply with the law. 

Rate Card

This rate card shows you the service levels and investment that attach to each phase of Planned Ascent's way of working, which is designed to ensure that we stay focused on the outcomes you want.

We then adapt this approach to your particular context, needs and preferences.

Contact Us

Whenever you are ready, we’ll be delighted to hear from you.

Call us on

0345 222 5618

Planned Ascent
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