Engagement example

Decision Call

60-minute reporting-readiness discussion

Hannah Berg $ESGADV
Price USD 220

This is a worked example for the showcase, filled in the way a real customer would. Nothing is charged and no availability is reserved.

1

What this reserves

A defined piece of Hannah's time, with a written output at the end.

Scope
60-minute reporting-readiness discussion
Next start
This month
2

What the buyer brings

The buyer
Meridian Components. 340 staff, Danish parent.
The question
Everyone is asking us for sustainability data. What are we actually obliged to do?
What they bring
Group structure, three years of financials, two customer contracts and six questionnaires
Constraint
I need to know what is regulatory and what is commercial

Attached at intake.

  • Group structure and shareholding (PDF)
  • Financials, 3 years (XLSX)
  • Two customer contracts with data clauses (PDF)
  • Six customer questionnaires (XLSX)
3

What is and is not included

Turnaround
Confirmed before purchase
Included
The session with Hannah, and a reviewed written output
Not included
Implementation, or decisions that remain the client’s

The person does the work. Hannah runs the contracted sessions and owns the professional judgment. Supporting agents prepare intake, evidence, agendas and follow-up, and their drafts are reviewed before anything reaches the client.

4

How it runs

  1. Capture the buyer’s question and check domain fit.
  2. Confirm inputs, scope, turnaround and the named-person session.
  3. Organise evidence and prepare a draft analysis.
  4. The advisor reviews the analysis and meets the buyer where included.
  5. Deliver the signed-off recommendation and practical next steps.
  6. Close the engagement or agree a separate follow-up package.

Disclosure Readiness Review

USD 800

Claim assessment, evidence gaps and reporting priorities

Settles in USDC on Base Example coming soon

Reporting Preparation Sprint

USD 2,000

Evidence register, disclosure outline and owner assignments

Settles in USDC on Base Example coming soon

Advisor Access

USD 1,100 per month

2 advisory calls per month plus 2 disclosure or evidence reviews

Settles in USDC on Base Example coming soon