Twenty Minutes
A short call. Camera optional.
Twenty minutes is enough to figure out whether we are a fit. No pitch deck, no sales call, no “discovery questionnaire” emailed in advance. We talk about your firm, what your current site is costing you, and whether a custom build is the right next step.
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What we’ll talk about
- What your current site does and doesn’t do for you.
- The specific advisors and firms you compete with.
- Whether a custom build is worth the spend, honestly.
- Timeline, scope, and ballpark figures so you can plan.
Who you’ll talk to. Parker Shope, founder. Not an SDR, not a junior account manager. If we’re a fit, Parker is also the person who runs the project.