Next step

What happens after you send this

1. Within two working days you get a reply from a named person, not an autoresponder.
2. A 45 minute scoping session with the office and whoever holds the records. We come with the matrix filled in for your case.
3. One written scope: which pillars, which service lines, what we need from the office, what it costs, what the first 30 days produce.
4. You decide. If the honest answer is that a spreadsheet would do, we say so.

What we will ask for at the scoping session: the existing beneficiary or asset list in whatever form it exists, the name of the officer who owns the register, and one field visit date. That is enough to price it.