Engagement Approach
How a Prog Enterprise growth engagement moves from first conversation to close-out — stages, roles, and what we expect from your side.
Strategic growth advisory is a relationship with a start and a finish. This page explains the rhythm we use so owners know what they are committing to before any fee letter is signed.
Before we begin
A complimentary discovery call (30–45 minutes) tests fit. We ask about firm size, ownership, the decision currently on the table, and timing. If we are not the right advisors — wrong scale, wrong specialty, or a need for legal or insolvency help — we say so and, where we can, point you elsewhere.
The four stages
Discovery
Interviews, financial review, and a working session that surfaces the growth stories already competing inside the firm.
Choice
Narrow options, pressure-test cash and capacity, and help ownership select one primary direction with clear stop rules.
Hold
Fortnightly sessions and monthly briefings while you implement — we challenge drift and adjust sequencing when facts change.
Close
A written hand-off of decisions, open risks, and recommended next steps. Engagements end deliberately; they do not fade into open-ended billing.
Who sits in the room
Every engagement needs a named internal sponsor with authority to schedule people and share numbers. Boards or family ownership groups receive summaries at agreed intervals. We do not work around a sponsor who cannot obtain basic financial access.
Where work happens
Kick-off and major workshops often take place at Level 8, 125 Queen Street, Auckland 1010, or at your premises. Regional travel is normal for multi-site firms. Between sessions we work by call and shared documents — never by inventing a “client portal product” you must learn to use.
Moving from approach to offer
If this rhythm matches how you prefer to work, review the Strategic Growth Advisory scope or request a discovery call. Shorter questions may suit a Growth Diagnostic first.