Understand your goals, challenges, and the people behind the business.

Every engagement begins with a conversation. We take time to understand your business, your team, and the results you want to achieve.

What This Phase Includes:

• Discovery meeting

• Understanding your goals and priorities

• Identifying challenges, gaps, and friction points

• Reviewing current processes, systems, or leadership structure

• Establishing expectations and alignment

This phase brings clarity—both for us and for you.

Evaluate your current state and build a clear roadmap for progress.

Once we understand your business, we conduct a detailed assessment of your operations, leadership, or client experience (depending on your needs).
From there, we create a tailored plan that outlines the steps toward sustainable improvement.

What This Phase Includes:

• Process, system, or leadership assessment

• Identifying root causes—not just symptoms

• Strategic recommendations

• Roadmap creation (clear priorities & next steps)

• Timeline and implementation planning

This phase turns understanding into focused direction.

Put the plan into action with hands-on support and ongoing guidance.

We don’t hand over a plan and walk away.
Cotarion partners with you through the implementation phase to ensure progress is real, measurable, and sustainable.

What This Phase Includes:

• Hands-on implementation support

• System setup and process creation

• Leadership coaching & team guidance

• Communication and accountability structures

• Ongoing adjustments based on real-world use

This phase brings the plan to life—and ensures it lasts.

• Clear, simple structure

• Practical, real-world solutions

• People-first, progress-focused approach

• Consistent support through change

• Adaptable to any service pillar or project size

• Built for sustainable improvement—not quick fixes