What to Expect — From First Call to Ongoing Partnership
Every CJM engagement follows a structured path: diagnose, decide, build, optimize. Here's what happens at each stage — including time commitment, cost, who's involved, and what you should prepare.
Important distinction: The free 15-Minute Strategy Call and the paid 90-Minute Strategy Session are different steps. The free call is for qualification and fit. The paid session is a deep diagnostic — by invitation only, after the free call confirms there's a real opportunity to create value.
Free 15-Minute Strategy Call
A direct conversation with Cecil to discuss your business, your growth challenge, and whether a deeper diagnostic is appropriate. This is a qualification conversation — not a sales presentation.
What Happens
- Cecil asks about your business: what you do, who you serve, what's working and what isn't.
- You describe the growth challenge or constraint that brought you to CJM.
- Cecil gives you an honest assessment of whether the paid Strategy Session would be valuable for your situation.
- If it's a fit, you're invited to the paid 90-Minute Strategy Session. If it isn't, Cecil tells you directly — and may recommend a different path.
What to Prepare
- Be ready to describe your business in 2–3 sentences.
- Know roughly how you acquire customers today.
- Have a sense of your biggest growth frustration — the thing that, if fixed, would change your business.
Paid 90-Minute Strategy Session
A deep diagnostic session where Cecil works through your real numbers — Customer Lifetime Value, revenue leakage, lead handling, conversion, retention, systems, and AI opportunities. You leave with a written growth prescription.
What Happens
- Part 1: Calculate your actual Customer Lifetime Value using your transaction data — not an industry benchmark.
- Part 2: Identify the single largest revenue leak — the constraint that, if fixed, moves the needle fastest.
- Part 3: Cecil gives an honest recommendation: whether a CJM engagement makes economic sense, or whether a simpler solution is appropriate.
- Part 4: You receive a written summary with your calculated LTV, the identified leak, recommended 90-day actions, systems required, and metrics to track.
What to Prepare
- Gather 12–24 months of customer transaction data if available.
- Know your approximate lead volume by source and your current close rate.
- Have access to your marketing spend data — even rough numbers help.
- Bring your CRM login — we'll look at your pipeline and data quality together.
- Complete the pre-session questionnaire Cecil sends after confirming your session.
Findings, Recommendation & Proposal
Cecil synthesizes the session findings into a formal recommendation. This may be a proposal for a CJM engagement, a recommendation for a smaller-scope project, or a recommendation that you not engage CJM at this time — whichever the numbers support.
What Happens
- Cecil documents the diagnostic findings, the quantified opportunities, and the recommended path forward.
- If a CJM engagement is recommended, you receive a scoped proposal with deliverables, timeline, investment, and success metrics.
- You review the proposal, ask questions, and make a decision — with no pressure and no artificial deadline.
- If CJM is not the right fit, you still keep the written prescription from the Strategy Session — it's yours.
What to Prepare
- Review the written prescription from your Strategy Session.
- Discuss with your leadership team or partners.
- Prepare any questions about scope, timeline, or approach.
Client Onboarding
Once the engagement is confirmed, CJM runs a structured onboarding process: access collection, system configuration, team alignment, and kickoff. This phase sets the foundation for everything that follows.
What Happens
- Complete the client intake form with business details, brand assets, and key contacts.
- Provide access to required systems: CRM, analytics, advertising accounts, email platform, calendar.
- Align on communication preferences, meeting cadence, and approval process.
- Schedule and complete the kickoff call with Cecil and your key team members.
- Confirm milestones, timeline, and first deliverables.
What to Prepare
- Designate a primary point of contact on your team.
- Gather brand assets, login credentials, and access permissions.
- Brief your team on the engagement and their role in its success.
- Complete the client intake form promptly.
Implementation & Build
CJM executes the agreed scope: configuring systems, building workflows, training AI, setting up reporting, creating assets, and whatever else the engagement requires. You and your team are active participants — testing, providing feedback, and preparing to operate the new systems.
What Happens
- Systems are built and configured according to the scoped deliverables.
- Regular check-ins keep you informed of progress, decisions needed, and any adjustments.
- Your team receives training on the systems CJM builds — you won't be handed something you can't operate.
- Milestones are tracked against the timeline; CJM communicates proactively about any shifts.
What to Prepare
- Make your team available for training sessions as scheduled.
- Test systems as they're delivered and provide timely feedback.
- Raise concerns or questions early — don't wait for a formal review.
Reporting & Optimization
The build phase transitions into ongoing management and optimization. CJM monitors performance, reports on key metrics, identifies new opportunities, and continuously refines the systems. This is where the compounding returns happen.
What Happens
- Monthly performance reports with clear metrics tied to business outcomes.
- Regular strategy reviews to assess what's working, what isn't, and what to adjust.
- AI systems are monitored and retrained as needed — they don't 'set and forget.'
- New opportunities are identified as data accumulates and patterns emerge.
What to Prepare
- Review monthly reports before scheduled check-ins.
- Share relevant changes in your business, market, or competitive landscape.
- Participate in quarterly strategy reviews to set priorities for the next 90 days.
Review & Referral Opportunity
CJM periodically checks in on the relationship: satisfaction, results, areas for improvement, and whether you'd feel comfortable making an introduction to another business owner who might benefit. This is never pressured — a referral is only meaningful if you genuinely believe in the work.
What Happens
- Periodic satisfaction checks — are you getting what you expected?
- Discussion of results achieved and opportunities ahead.
- If appropriate, a conversation about whether you know other business owners facing similar challenges who might benefit from a conversation with Cecil.
- Continued optimization of your systems and strategy.
What to Prepare
- Reflect honestly on what's working and what could be better.
- Think about whether you'd feel comfortable making an introduction — and don't if you wouldn't.
- Identify any new challenges or goals that have emerged since the engagement began.
Ready to Begin the Journey?
Every engagement starts the same way: a free 15-minute conversation with Cecil. No pitch. No pressure. Just a direct discussion about your business and whether it makes sense to go deeper.
Book Your Free 15-Minute Strategy CallIf a paid Strategy Session is appropriate, you'll be invited. If not, Cecil will tell you directly.