Owner/Founder Profile
A confidential picture of the prospect's business.
Complete ProfileThe four steps run in order — each assumes the ones before it are done. The tools below them can be used at any point.
A confidential picture of the prospect's business.
Complete ProfileWhat we heard in the initial interview and discovery session.
Enter Discovery NotesClick here to do an assessment for a prospect.
Enter AssessmentClick here to create the Executive Summary, Team Briefing, and Proposal.
Create ProposalCreate or edit a client who has not filled in a scorecard, so they appear in the pickers on every Kanter-side phase.
Add or Edit ClientWho has written into Discovery Notes and the Executive Assessment, and who is still outstanding. Neither notice sends until everyone on its list has written.
See Progress