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The Discovery Survey

One of the most important conversations that we have with our clients is the very first one. During the "Discovery Meeting", we determine if working together will be mutually beneficial. 

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The primary tool that we use to objectively uncover areas where we may be able to help is called the "Discovery Survey".  The survey is a 3-page document that usually takes only 5-7 minutes to complete, but serves to be one of the most valuable exercises in the entire process.

 

Please complete and print the Discovery Survey (most is a fillable PDF) and email a copy to contact@eNexusFS.com prior to our initial meeting (Discovery meeting). 

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