Phase I - Getting Started
Learn how to set up your profile, adjust global settings, enter contacts, and start creating projects.Phase II - Pre-Meeting Prep
Get your ducks in a row before you sit down with your prospective client.Phase III - The Investment Analysis
The Investment Analysis is the crucial step where you and your client will craft an investment range for their project.Phase IV - Closing the Deal
Getting that Retainer Agreement. That's the goal!