Within the next few hours you'll get a confirmation email with the intake form. Fill it out when you have 20–30 minutes to sit down with it — the more specific you are, the more useful your deliverable will be.
Your job before we talk:
Complete the intake form (link in the confirmation email)
Pull together any security questionnaires or BAA requests you've received
Send over any existing security or privacy policies you have — even rough drafts count
That's it. No prep calls, no pre-work decks. Just those three things.
I'll have your deliverable back within 5 business days of receiving your completed intake. Then we'll schedule the 30-minute debrief to walk through it.
Questions in the meantime? Reply to your confirmation email — it comes directly to me.