Stage One: The First Conversation
Your first interaction with Kestrel Wertha is a conversation, not a form. You describe your situation in your own words and your contact listens carefully, asks clarifying questions, and identifies the key elements that will shape the assessment. This stage takes as long as it needs to — there is no time pressure and no obligation to proceed. You leave the first conversation with a clear understanding of whether Kestrel Wertha is the right fit for your needs.
Stage Two: The Written Assessment and Plan
Following the initial conversation, your dedicated contact produces a written assessment of your situation and a proposed plan of action. This document outlines the recommended approach, the associated fees, and the projected timeline. You receive this before any work begins and you are encouraged to take time reviewing it and asking further questions. Nothing in the plan is implemented without your explicit agreement.
Stage Three: Delivery and Ongoing Communication
Once the plan is agreed and signed off, work begins. Your contact provides regular updates at each milestone — not just when you ask. If anything changes from the projected timeline, you are told promptly with a clear explanation of why. The delivery stage is where the structure Kestrel Wertha builds upfront pays off: because the scope is defined and the expectations are aligned, surprises are rare and those that do arise are handled directly.
Stage Four: Post-Completion Review
Kestrel Wertha does not consider an engagement closed until a post-completion review has taken place. This is a structured conversation to confirm that the outcome meets the goals set out in your original plan. You also receive a written completion summary — a document that captures what was done, the decisions made, and the outcome achieved. This record remains yours to use as a reference for any related decisions you make in the future.