Decision Call

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

Scope

60-minute preparation for one partnership decision

Next start

This month

The buyer

Sablefield. 16 staff.

The question

Halvorsen brings us a third of our customers and I think we lose money on them. Do we get out?

What they bring

The 2024 agreement, revenue by source and retention by source

Constraint

I do not want to damage a relationship that mostly works

Attached at intake.

• Partnership agreement, 2024 (PDF)
• Revenue by acquisition source, 30 months (CSV)
• Retention and support cost by source (XLSX)

Turnaround

Confirmed before purchase

Included

The session with Olivia, and a reviewed written output

Not included

Implementation, or decisions that remain the client’s

The person does the work. Olivia 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.

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.