Discovery call
Thirty minutes on where you’re headed.
Tell us how the business runs today and where you want it to go. You will speak with a senior member of the Visory team, who asks about your business before talking about ours.
- 30 minutes, at a time that suits you
- Free, with no obligation
- A real conversation, not a sales script
- 1About your business
- 2Pick a time
Pick a time
Your call is booked.
The calendar invite is on its way to your inbox, with a link to move or cancel the call if you need to.
Rather email? [email protected]
On the call
What the 30 minutes cover.
A conversation about your business, in three parts. You leave with a clear next step either way.
- First 10 minutes
We listen.
How the business runs today, who does the finance work, and what you wish the numbers told you.
- Next 10 minutes
We look at the setup.
Your systems, your volumes, and where the reporting falls short of the decisions you need to make.
- Last 10 minutes
We agree a next step.
If it fits, a free financial health check on your own numbers. If it does not, we will say so.
Helpful, not required: a recent profit and loss statement, your rough headcount, and the systems you use.
After the call
Start with clarity, not a contract.
The call is step one. Each step is useful on its own, and nothing is agreed until you say so.
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Book a discovery call
An obligation-free conversation about your goals and what you want the numbers to tell you.
You are here -
Get your free financial health check
A senior member of the Visory team will analyze your financials and show you where your finance function can improve. It is free, and it is your own numbers.
Free · your own numbers -
Receive a clear proposal
A clear commercial proposal for the scope we agree, on one flat monthly fee. No hourly billing. You decide whether to go ahead.
Flat monthly fee
Common questions
Questions about the call.
Is the discovery call free?
Yes. The call is free and carries no obligation. If Visory is a fit, the next step is a free financial health check on your own numbers. Nothing is agreed until you have a proposal and say yes.
Who will I speak with?
A senior member of the Visory team, who asks about your business before talking about ours. If you go ahead, you meet your Business Performance Partner at the onboarding kick-off.
Do I need to prepare anything?
No. If they are easy to find, a recent profit and loss statement, your rough headcount, and the systems you use (QuickBooks or Xero, payroll, bill pay) help us get specific faster.
What if Visory is not the right fit?
We will tell you on the call. Some businesses are better served by a different setup, and we would rather say so than sell you a service you do not need.
Can I move or cancel the call?
Yes. Your calendar invite has a link to pick a new time or cancel.