Client pathway

It starts with a questionnaire, not a sales call

Here are the twelve questions, before you commit to anything.

The full questionnaire is published below so you can see what the process actually asks. The first step is the short form, and it takes a couple of minutes.

The process starts with a questionnaire, not a sales call. It is twelve questions, one at a time, and you need to answer all of them.

That is on purpose. RCAG does not prescribe before doing the work, and a real answer needs more than a name and a note saying you’d like to talk. What you write here is what the first conversation is built on.

Set aside twenty minutes. Your answers save in your own browser as you go, so you can close the tab and come back to it. If you don’t know an answer, saying so is a useful answer.

We review every inquiry to understand what we’re dealing with and whether RCAG is the right fit. If we believe we can help, we’ll contact you about the next step. If the problem belongs with another professional, we’ll tell you that too.

The questionnaire

Answer these and we’ll know what we’re dealing with

About twenty minutes
1 of 16

Your name

Who we’re writing back to.

See the six services

We use what you send to respond to you and nothing else. We don’t sell it, we don’t add you to a mailing list, and these forms don’t ask for financial, banking, tax, employee or legal records. What we hold and for how long.

Honest limits

When we’re not the right people

RCAG may not be the right fit when the requested work falls outside our experience or authority, requires a licensed professional rather than RCAG, presents a conflict, or when we don’t believe we can responsibly help solve the problem.

We would rather say that in the first week than in the third month. It costs us work and it saves you money, which is roughly the trade this firm is built on.

Because the alternative is a call where we ask the same questions with less thought behind the answers. Writing them down means the first conversation starts from something real instead of starting from scratch.
Yes. Your answers save in your own browser as you type, so closing the tab does not lose them. They are not sent anywhere until you press send, and they never leave your machine before that.
Scope, deliverables and timing are determined by the problem RCAG is being asked to solve, so there is no price list. Every engagement is defined in writing before work begins, and that document sets out what we are doing, what we are not doing, what it costs and how it ends.
Same answer, for the same reason. What we will commit to is that the written proposal names it before you are paying for anything.
We treat it as confidential business information and we don’t share it. That is not the same as legal privilege, which only exists with an attorney, so don’t put anything in a web form that needs privilege. Don’t send account numbers or statements either; the money question wants the shape of it, not the documents.
Sometimes, and we’ll say so. But the thing an owner is experiencing and the thing causing it are often two different problems, which is why the diagnostic exists.

Still working out whether this is for you?

Read the six services, or read Roland’s account of why the firm exists. Both will tell you more than a sales call would.

The six services About Roland
Roland Conner Advisory Group LLC provides business advisory and consulting services. RCAG does not provide legal, tax, accounting, or investment advice. Submitting information through this website does not create a consulting or advisory relationship.