Advisory Services - Upsell Opportunities

Advisor Meetings (Advisor hourly rate + 10%)

1. Select Option in SalesForce before sending Contract

2. Select Appropriate Template

3. Send Contract

4. Enter details of specific advisors on a spreadsheet, if applicable

Multi-Hour Advisor Engagements (# of advisors X hourly rates X hours + 10%)

1. Select Option in SalesForce before sending Contract

2. Select Appropriate Template

3. Send Contract

4. Enter details of specific advisors on a spreadsheet, if applicable

Advisor Roundtable Video Call (# of advisors X hourly rates x 2 hours + $995)

1. Select Option in SalesForce before sending Contract

2. Select Appropriate Template

3. Send Contract

4. Enter details of specific advisors on a spreadsheet, if applicable

Hire a Formal Board Member or Employee ($2k Flat Fee)

1. Select Option in SalesForce before sending Contract

2. Select Appropriate Template

3. Send Contract

4. Enter details of specific advisors on a spreadsheet, if applicable