Engagement Models

While every client is unique, certain themes and patterns have emerged over the years. The engagement models below are examples of arrangements that have worked well and delivered clear value in the past:

In every case, the process is basically the same: If an initial conversation shows promise, we sign a mutual nondisclosure agreement (NDA or CDA). We then work to develop a shared understanding of the client’s pain points and the value to be gained by addressing them. I draft a statement of work (SOW) centered on that value proposition. The SOW, is attached to a more generic master services agreement (MSA) that defines the business terms of the relationship.