How It
Works

After a discovery conversation, the banker submits to the application:

• •Client's name
• •Company name
• •Email address

• •One-click access for the client
• •12–15 minutes to complete online
• •Clear value promise: "You'll receive a concise, co-branded report with prioritized levers to increase maturity, resilience, and valuation."

At the end of the questionnaire, the client is prompted to book a 60-minute Teams interview with a 1+1 expert within the next 5 business days.

During the Teams meeting, the 1+1 expert:

• •Validates questionnaire responses
• •Adds context and captures operational details
• •Meeting transcript is securely uploaded into the application

The application generates a draft report aligned to responses + interview evidence.

Within 24 hours of the interview, the banker and 1+1 lead receive:

• •The draft report
• •A short internal summary of key findings and recommended next steps
• •A meeting invite to review, approve, and align messaging before client delivery

Within 48 hours of the Teams interview, the banker sends the client the approved, co-branded 6–8 page PDF report with:

• •Top 3 value levers
• •Key risks and constraints
• •Practical "next 30–90 days" action plan
• •Clear decision pathway: optimize organically vs accelerate via disciplined M&A vs partner through the co-entrepreneur model

Within 24 hours after the lunch, the client receives:

• •A one-page meeting summary
• •Confirmed action items, owners, and dates
• •Participant contact details
• •A short 3-question feedback survey

The client is thanked and informed of the next step (if any).