THE PROCESS

Fast. Easy. Intelligent.

Want to make your project a reality?

Schedule some time for us to connect. We will take care of the rest.

1. SCHEDULE TIME WITH US

Brandon D. Zobel

CEO & Owner

Microsoft Excel, VBA Macros, Business Analysis, Process Improvement, Management Consulting

That’s it.

Scheduling time for us to connect is all we need to start the process! The rest of the page is optional.

We will always take more information if you have time to fill out the form!

2. Tell us about you

Contact Information
Company Name*
Your Name*
First Last
Email*
Enter Email Confirm Email
Phone*
Website
Project Details
Solution Status*
- I have an existing solution.
- I have a concept built.
- I need something built from scratch.
Project Scope Document Available*
Do you have a project scope document created for this project?
- Yes
- No
Project Type
Please select the item(s) that best describe the type of help that you need.
- Microsoft Excel Project
- Airtable
- VBA Macros
- Process Improvement
- Business Analysis
- Google Data Studio
- Microsoft Excel Training
- Google Sheets
- AppSheet
Project Budget
Project Start Date
Date Format: MM slash DD slash YYYY
Project Due Date
Date Format: MM slash DD slash YYYY
Link to Project
If you have your project posted on an online platform, please provide the link to that project post.
Computer Operating System*
Please let us know what operating system(s) are currently being used in your organization. Click here to learn how to check this.
- Select All
- Windows 10
- Windows 7
- Mac
- Other
System Type*
Please let us know what type of system(s) are currently being used in your organization. (This is only important if you are completing a VBA macro/automation project with us.) Click here to learn how to check this.
- Select All
- 32-bit System
- 64-bit System
Excel Version*
Please let us know what version of Excel you are using so we can build a compatible solution. Click here to learn how to check this.
- Office 365
- Excel 2019
- Excel 2016
- Excel 2013
- Excel for Mac
- Other
Project Goals*
In a 2-3 sentences, please tells us what your overall main goals of the project are.
Attachments
Please upload any relevant documents; project scope document, example files, existing solution, NDA, etc.
Drop files here or
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3. Discovery call

3. discovery call

The purpose of the discovery call is for us to learn more about you, your company, and your project. Please take some time prior to the call to prep for the call. Here’s how you should prepare.

Deliverables

What does success look like?

Start at the end. Imagine what the finished product looks like. Capture that in a few bullet points.

Budget

What is your budget?

Keep in mind that a project can be completed in phases if you have budget limitations.

Timeline

When does this need to be completed?

You will want to have a full understanding of your calendar before the discovery call.

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Time Comittment

Do you have time set aside each week for this project?

Clients that allocate time each week to the project spend less.

4. scope & proposal

This is where we provide you an official project scope and pricing options. Please let us know how you would like this structured based on one of the options below.

Fixed-price projects are good if you have a detailed project scope document put together are okay with minimal rounds of revisions. This structure is typically a bit more expensive as unknowns are factored in.

Hourly

An hourly rate is charged throughout the whole project.

Hourly structured projects are a great way to go if you like to take an iterative approach and have a more flexible budget. This structure is a good fit if you are not quite sure what you want and/or do not have a project scope document.

5. decision

4. decision

This is where you will determine if you would like to go forward or not. From there, we will work out other pertinent details like payment, NDA’s, scheduling, gathering additional information, and more.