📅

Your Consultation is Booked!

We're looking forward to discussing your compliance needs

🗓️

Your Appointment Details

Date: [Appointment Date - GHL dynamic field]

Time: [Appointment Time - GHL dynamic field]

Duration: 30 minutes

Type: Free Compliance Consultation

Meeting Link: [Zoom/Meeting Link - GHL dynamic field]

Calendar invite has been sent to your email

📧 Check Your Email

We've sent a confirmation email to:

Email address: [Customer email - GHL dynamic field]

Your confirmation email includes:

  • Appointment date, time, and meeting link

  • Calendar invite (automatically add to your calendar)

  • What to prepare before the call

  • Contact information if you need to reschedule

Don't see the email?

• Check your spam/junk folder

• Look for email from [email protected]

• Still missing? Email us immediately: [email protected]

📋 Before Your Consultation

To make the most of our 30 minutes together, please prepare:

Gather This Information:

  • Number of active contracts you're currently managing

  • Types of contracts (facility management, IT, landscaping, etc.)

  • Your biggest compliance challenge right now

  • Recent audit findings (if any)

  • Whether you use subcontractors and how many

  • Your current compliance approach (DIY, consultant, nothing formal)

💡 Optional but helpful:

If you have copies of your contracts handy (you won't need to share them on the call), it helps to have them nearby so you can reference specific questions or clauses.

Think About Your Goals:

What would success look like for you?

  • Feeling confident you're not missing critical requirements?

  • Having systems in place so compliance isn't chaotic?

  • Being ready for the next government audit?

  • Taking compliance off your plate entirely?

Knowing what you want to achieve helps me provide better recommendations.

🤝 What to Expect on the Call

1

Introductions

Brief intros and overview of your business (5 min)

2

Discovery

I'll ask about your contracts, challenges, and goals (10 min)

3

Recommendations

Based on what I hear, I'll suggest what would help most (10 min)

4

Next Steps

Discuss if/how we might work together (5 min)

This is a no-pressure conversation.

My goal is to understand your situation and give you honest guidance on what would help. If that's working with me, great. If it's a different solution, I'll tell you that too.

You'll leave with clarity on your next steps, whether we work together or not.

📨 After Our Consultation

What Happens Next:

Within 24 Hours:

If we discussed a specific service (audit, ongoing management, etc.), I'll send you a detailed proposal with:

Scope of work tailored to your needs

Timeline and deliverables

Investment and payment terms

Next steps if you want to move forward

If Services Aren't Right For You:

I'll point you to resources that might help (DIY tools, templates, membership, etc.) No hard feelings - not everyone needs full services!

No Obligation:

There's zero pressure to say yes. Take time to review, discuss with your team, and make the decision that's right for your business.

📅 Need to Reschedule?

Life happens. If you need to change your appointment:

  • Use the link in your confirmation email

  • Or email: [email protected]

  • Or call/text: 618.373.4433

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📚 In the Meantime...

While you're waiting for our call, check out these free resources:

📊 Compliance Intelligence Hub (Membership)
Stay current on FAR changes with continuously updated reference guides →

📋 Essential Compliance Templates
Ready-to-use templates for contract management from award to closeout →

💡 Blog/Resources (if you have one)
Read compliance tips and insights for service contractors →

Familiarizing yourself with these can help you ask better questions during our call!

❓ Questions Before We Talk?

Don't wait until the call if you have questions now!

Email: [email protected]

Response time: Within 24 hours

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  • "Should I bring my contracts to the call?" (Not necessary, but helpful to reference)

  • "Do I need to make a decision on the call?" (Absolutely not - take your time)

  • "What if I'm not sure services are right for me?" (That's what the call is for - we'll figure it out together)

  • "Can someone else from my company join?" (Yes! Include them in the calendar invite)

📌 Save These Details

Date: [Appointment Date]

Time: [Appointment Time]

Meeting Link: [Click to join]

You'll receive a reminder email 24 hours before our call.

Looking forward to our conversation!

We'll discuss your compliance needs and find the right solution for your business.

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