Our Project Workflow

How do we work with you on a project?

In order for Rooted Consulting to provide the best service we can, there is a process we follow when taking on a project. This page outlines the steps we’ve found help lead to smooth project delivery.

You Were Onboarded As A New Customer

At Rooted Consulting, we have a specific process that we follow for onboarding a new customer. If you are not a current customer, please visit our “How We Onboard A New Customer” page.

1. Schedule A Project Discovery Call

The first step in getting your project underway is scheduling a Project Discovery Call. A Rooted consultant will reply to your ticket with instructions on scheduling a call.

We use a scheduling system called Calendly. This allows you to see our availability so that you can pick a time that fits your schedule when we are mutually available.

You can learn more about scheduling time with a consultant by visiting our resources page locate here.

3. Developing The Scope Of Work

One of our consultants will begin processing the information from the Discovery Call and develop a Scope of Work based on that information.

The SOW will include:

Project overview
Steps for completion of the project
Exclusions
Customer responsibilities
Change order policy
Confirmation of the three points of contact
Consultant Delivery Confirmation
Project markers
Payment breakdown
an area for the Consultant and Customer to co-execute the document.

Once the SOW is ready, we will send it to you through our ticketing system and schedule a phone call for review.

5. Co-Executing The Scope Of Work

This is an important step for the project. Your signature on the SOW confirms to Rooted Consulting that you approve of the details of how this project will be performed and billed.

You can sign the SOW either by using your computer or print and scan.

We will not schedule the Pre Engagement call unless the SOW is signed.

7. Project Delivery

The engagement date has arrived and it is time for the work to begin! For the duration of the project, we will meet with you regularly to keep you informed of the progress and when milestones are reached.

As milestones are reached, we will send you the Consulting Delivery Confirmation (CDC) for you to confirm completion.

When the project is completed, we will make sure you understand your next steps and who to contact in the event that further support is needed.

9. Post-Project Review

Your project has been completed! A member from our marketing team will reach out to you with a survey to see how the project went and how well we did.

This helps Rooted Consulting improve our customer service and delivery of future projects.

Our Project Workflow

In order for Rooted Consulting to provide the best service we can, there is a process we follow when taking on a project. This page outlines the steps we’ve found help lead to smooth project delivery.

You Were Onboarded As A New Customer

At Rooted Consulting, we have a specific process that we follow for onboarding a new customer. If you are not a current customer, please visit our “How We Onboard A New Customer” page.

1. Schedule A Project Discovery Call

The first step in getting your project underway is scheduling a Project Discovery Call. A Rooted consultant will reply to your ticket with instructions on scheduling a call.

We use a scheduling system called Calendly. This allows you to see our availability so that you can pick a time that fits your schedule when we are mutually available.

You can learn more about scheduling time with a consultant by visiting our resources page locate here.

3. Developing The Scope Of Work

One of our consultants will begin processing the information from the Discovery Call and develop a Scope of Work based on that information.

The SOW will include:

Project overview

Steps for completion of the project

Exclusions

Customer responsibilities

Change order policy

Confirmation of the three points of contact

Consultant Delivery Confirmation

Project markers

Payment breakdown

an area for the Consultant and Customer to co-execute the document.

Once the SOW is ready, we will send it to you through our ticketing system and schedule a phone call for review.

5. Co-Executing The Scope Of Work

This is an important step for the project. Your signature on the SOW confirms to Rooted Consulting that you approve of the details of how this project will be performed and billed.

You can sign the SOW either by using your computer or print and scan.

We will not schedule the Pre Engagement call unless the SOW is signed.

7. Project Delivery

The engagement date has arrived and it is time for the work to begin! For the duration of the project, we will meet with you regularly to keep you informed of the progress and when milestones are reached.

As milestones are reached, we will send you the Consulting Delivery Confirmation (CDC) for you to confirm completion.

When the project is completed, we will make sure you understand your next steps and who to contact in the event that further support is needed.

9. Post-Project Review

Your project has been completed! A member from our marketing team will reach out to you with a survey to see how the project went and how well we did.

This helps Rooted Consulting improve our customer service and delivery of future projects.