Engagement Process

How a Magnolia Way Advisory consultation moves from first inquiry to written plan — timelines, documents, and what to expect at each stage.

Every consultation follows a clear sequence so you know what happens before, during, and after we work together. Timelines below reflect our Growth Planning Review; workshops and quarterly advisory follow shorter or recurring patterns described on their respective pages.

  1. Inquiry and fit check

    You submit the contact form or call our office. Within two business days we confirm whether the consultation matches your situation and send a brief questionnaire about your business type, team size, and primary concern.

  2. Scope confirmation and deposit

    We email a written quote with deliverables, timeline, and fee. Once you accept, a 50% deposit secures your kickoff date. You receive a document checklist tailored to your business.

  3. Kickoff interview

    A 90-minute video or in-person session at Office 7, 38 Test Avenue, Taipei 00000. We review your service menu, staffing model, booking habits, and goals. No preparation beyond the questionnaire is required, though bringing recent calendar exports speeds the conversation.

  4. Analysis period

    We work independently for up to one week, examining scheduling data, margin notes, and patterns discussed in kickoff. We may send one or two clarifying questions by email.

  5. Findings session

    A two-hour meeting where we present observations, trade-offs, and recommended priorities. You are encouraged to invite a manager who controls scheduling or pricing decisions.

  6. Written deliverable and close

    Within three business days after findings, you receive the written plan (PDF). The remaining balance is due on delivery. Optional: we schedule a 30-minute follow-up call two weeks later to answer implementation questions.

Documents we typically request

  • Appointment export from your booking system (last 90 days)
  • Current service price list
  • Weekly staff schedule
  • Optional: simple revenue-by-category spreadsheet

We treat all materials as confidential under our privacy policy.

Ready to begin?

Request a consultation or browse available consultations.