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Workshop waiting list

What’s the foundations workshop?

Every workshop is a custom, one-on-one deep review with our team and your firm. They are delivered by at least two of our Client Marketing Managers, and are comprised of consecutive sessions on Zoom (each 1.5 hours). There will be 1-2 weeks between each session, so most workshops are fully completed over a 4-6 week period.

We are now fully booked for workshops through mid September. This means booking a workshop now will put you at the top of the waiting list, with a mid-to-end September start date. Paying a deposit puts you in October. Between now and then we’ll arrange an onboarding call and give you some homework to do so you can use your time well!


In person workshops are currently not available. We look forward to be able to do these again soon, as we love meeting our clients in person!