From first hello to a working plan
A clear path.
No mystery middle.
See exactly how an inquiry becomes a recommendation, a proposal and a well-organized kickoff.
What this page is for
Reduce uncertainty before someone fills out the form.
Prospective clients can understand the pace, the decisions and what they need to prepare.
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Good partnerships begin with a useful process.
The goal is not to rush every lead into a sales call. It is to understand the opportunity, identify the right next move and make the decision easy to assess.
The lead-to-client journey
Six steps from interest to action.
Each stage answers one question and prepares the next decision. The timeline stays light until there is a reason to go deeper.
Inquiry
Tell us what needs to change.
Share the business, the goal and the problem that brought you here. A short form is enough to begin.
- 2–4 minutes
- No perfect brief required
Fit check
We review the opportunity.
The team checks service fit, urgency and whether Underdog is the right partner for the work.
- Usually within one business day
- Straight answer
Strategy session
We ask better questions.
A focused conversation covers goals, customers, current performance, constraints and what success should look like.
- 30–45 minutes
- Bring your priorities
Recommendation
You get a clear starting point.
We recommend the strongest first move, explain why it matters and outline the level of support required.
- Scope first
- Questions welcome
Proposal
Scope, timing and pricing become concrete.
The written proposal defines deliverables, responsibilities, milestones, terms and investment.
- Review before signing
- No surprise additions
Onboarding
The work gets organized.
Access, contacts, communication and the first milestones are confirmed so the team can move without friction.
- Clear owners
- Documented next steps
Come prepared, not overprepared
Four things make the first conversation useful.
You do not need a polished brief. A few practical details help the team understand where the real opportunity may be.
The result you want
What is not working now
Your ideal timing
Who helps make the decision
Before you reach out
Common process questions.
Is the strategy session really free?
Yes. The first conversation is used to understand fit and identify a useful starting point. It does not obligate you to move forward.
How quickly will someone reply?
The target is within one business day. Complex requests may need a little more time for the right team member to review them.
What if I do not know which service I need?
That is normal. Lead with the business problem or goal. The recommendation should translate that need into the right service mix.
When do I see pricing?
Pricing arrives with the proposed scope, after the team understands the work well enough to give you a meaningful number.
Your next step is simple