Manager screening process begins by collecting data and materials to learn more about the manager. Data requests—the type and frequency—vary depending on how much exposure our clients have to an individual manager.

There is no simple formula to determine whether a manager is invited for a meeting. It depends on the current needs of our clients and a judgment of whether your product would fill those needs.
The timing of our response varies depending on schedules and priorities.

Through multiple meetings, a review of manager data, and often a business risk review, our team collect all available data and determine an opinion of the manager and product. The opinion is then shared with the consulting organization and our clients.