Five phases.
One long relationship.
How working with Beaudin Consulting actually feels — from the first quiet conversation to the ongoing weekly rhythm that keeps your business moving forward.
Phase I
60–90 minutes
Discovery Strategy Consultation
A private, off-the-record conversation about your business. We listen more than we talk. No proposals, no slide decks, no pitch. By the end of the hour, we both know whether there is a fit — and we say so honestly.
What you leave this phase with
- A candid read on where your business stands
- A short list of areas worth exploring
- A yes or no on whether we should work together
Phase II
3–5 business days
Business Assessment
Once we agree to work together, we take a focused look at your business — financials, operations, marketing, legal exposure, and people. Fast enough to keep momentum, thorough enough to build the plan on solid ground.
What you leave this phase with
- A documented business baseline
- A clear-eyed view of what's working and what isn't
- A short list of protection gaps that must close first
Phase III
1 week
Growth Plan Presentation
Together we write a plan you can actually run this quarter. It's not a shelf document. It is short, specific, and organized under Protect · Promote · Prosper — with clear owners and honest timelines.
What you leave this phase with
- A quarter's plan across all three pillars
- Prioritized initiatives with expected impact
- Clear owners, clear timelines
Phase IV
2–4 weeks
Implementation & Business Manager Setup
We stand up the systems that make the plan run: legal protection, marketing infrastructure, CRM, AI Receptionist and Missed Call Text Back, and your private Business Manager console. Tuned to how your team actually works — not out of the box.
What you leave this phase with
- LegalShield and identity protection in place
- Marketing systems live and measured
- CRM, automation, and AI Receptionist configured
- Business Manager console live for your team
Phase V
Monthly relationship
Ongoing Consulting & Optimization
The daily Business Manager briefing. Regular working calls with your consultant. Monthly business reviews. Quarterly re-plans. The gains come from doing the important things with unusual consistency — and having someone senior in the room when it matters.
What you leave this phase with
- Daily briefing curated by your consultant
- Regular working calls · monthly review · quarterly re-plan
- A business measurably stronger every quarter
Start where every
engagement starts.
One private conversation. Off the record. No proposals, no commitment. If we're a fit, we say so. If we're not, we say that too.
Book a Strategy Consultation