Booking & Cancellation Policy: Must be booked at least one (1) week in advance. For scheduled meetings within this tier, no cancellations or refunds are possible within 48 hours. The 60% deposit is non-refundable once paid.

1. Who it's for: Businesses that have a strategy in place but suspect it might have blind spots, isn't fully leveraging external insights, or needs a clear path to improvement without a full overhaul.

2. What it is: A more in-depth look at your current strategy, with a maximum project engagement timeframe of three (3) weeks from the commencement of substantive work (typically after receipt of deposit and all initial necessary client information).

   1. Document Submission: You'll share your key strategy documents (via the file upload feature upon scheduling your initial Tier 2 engagement or as otherwise directed). Examples of relevant documents include:

      • Overall Business Strategy / Strategic Plan

      • Financial Strategy (Note: This service involves a review of the strategy itself, not a detailed financial audit or review of financial statements/performance.)

      • Operations Strategy / Key Operational Plans

      • Market Analysis / Competitor Research (if available)

      • Any other documents you deem critical to understanding your current strategic direction.

   2. Initial Review & Touch-Base (1-hour session): After I have received and conducted an initial review of your documents, we will schedule a one-hour touch-base session. We will communicate via email to find a mutually agreeable time for this slot. Once agreed, I will book this session and send you a Google Meets invitation. This session is to ensure I have a clear understanding of your materials and to clarify any immediate questions before I proceed with the deeper analysis.

   3. Weekly Progress Updates & Feedback: Throughout the analysis phase, you will receive a detailed weekly email from me outlining progress, any emerging questions, and next steps. Your timely review and email reply confirming your understanding/agreement with the weekly progress (client sign-off) is crucial to ensure the project stays on track and aligned.

   4. Analysis: Following the touch-base session and ongoing communication, I'll apply my expertise, analyzing your strategy against relevant economic trends, geopolitical developments, and financial market insights to identify key gaps, risks, and missed opportunities, as well as inconsistencies and mismatches within a maximum of three (3) of your core strategy documents.

   5. Roadmap Session (2-hour session): We'll have a longer follow-up session (e.g., 2 hours via Google Meets) where I present my findings (summary document and roadmap) in plain English. Thanks to the weekly feedback loop and your sign-offs, the material presented should be approximately 97% aligned with your expectations. This session is dedicated to discussing these findings, making key refinements, and collaboratively outlining the high-level roadmap. While this is the main meeting for significant adjustments, it is not intended for a complete restart or rework of all materials, as the iterative weekly feedback process is designed to prevent this.

   6. Final Follow-up & Refinement (45-minute session): Approximately one week after the Roadmap Session (or as mutually agreed), we will have a 45-minute follow-up call. This is your opportunity to ask clarifying questions on the delivered materials or suggest specific refinements based on our 2-hour session. Based on this call, one round of minor refinements to the summary document/roadmap will be made, with a maximum of one (1) hour dedicated to this refinement work. This is intended for fine-tuning specific points, not a complete rework of the analysis or deliverables. The final refined document/roadmap will be delivered to you via email within three (3) working days after this session, provided all outstanding payments have been settled.

3. What you get:

   • The initial 1-hour touch-base session after document review.

   • Weekly email progress updates requiring your email sign-off.

   • A clear, written summary of the key gaps, risks, opportunities, inconsistencies, and mismatches found in your current strategy (based on review of up to three core documents), specifically related to external economic, geopolitical, and financial factors.

   • A high-level roadmap with prioritized recommendations for improving your strategy.

   • The dedicated 2-hour roadmap session to discuss and refine these findings and the roadmap.

   • A 45-minute final follow-up session and one subsequent round of minor refinements (max 1 hour of work) to the deliverables.

4. Think of this as: Getting an expert "second opinion" on your strategy with a clear, actionable plan, ongoing communication, and an opportunity for final refinements. Should you require support beyond this 3-week period, this is available via our "Post-Project Advisory Hours" (see details below).

5. Investment: USD $2,975 (60% non-refundable deposit required to commence; balance due within 5 working days after the "Final Follow-up & Refinement" session).