Here's exactly what happens when you work with us.

No vague proposals. No lengthy discovery calls before you know if we're the right fit. Just a clear process — from first contact to a community your audience actually shows up to.

The process

Five steps from introduction to impact.

You fill out the contact form

Takes two minutes. We ask for your name, company, role, and a brief description of your challenge. No lengthy questionnaires at this stage — just enough to make the next step useful.

What you get:Confirmation we've received your details and a clear timeline for what happens next.

We send you a short needs assessment

Within 24 hours, you'll receive a focused needs assessment — a short document that helps us understand your audience, current challenges, goals, and what success looks like. Designed to be completed in under 20 minutes.

What you get:A structured document covering audience definition, current go-to-market activity, community goals, and success metrics.

We review your assessment and prepare

Once you return the assessment, our team reviews it in detail before we speak. We map your target audience, identify the community model that fits, and outline where we can add the most value — before we've had a single call.

What you get:A prepared team who already understand your business when we sit down together.

We have a focused 45-minute strategy call

This isn't a discovery call where we ask questions you already answered. We come with a point of view: here's your audience, here's the community model we'd recommend, here's what the first 90 days looks like. You ask the hard questions. We answer them.

What you get:A clear recommendation and proposed engagement scope — ready to discuss, refine, and move forward on.

We agree scope and get to work

If we're the right fit, we agree deliverables, timelines, and what success looks like. Then we start. Member recruitment begins in week one. Your community is live within 30 days.

What you get:A signed scope document, a launch plan, and a dedicated Community Lab contact from day one.
The needs assessment

A short document. A much better conversation.

The needs assessment covers five areas. It's the difference between a generic proposal and a plan built specifically for your business.

Your Audience

Who you need to reach, current relationship with them, gaps in access.

Your Current Activity

What outreach, community, or customer success work you're already doing.

Your Goals

Pipeline, retention, engagement, insights — what matters most right now.

Your Constraints

Budget range, timeline, internal resources, tools in use.

Success Metrics

How you'll know it's working at 90 days, 6 months, and 12 months.

The more honest your answers, the more specific our recommendation. We're not here to sell you a package — we're here to tell you what will actually work.

Get started

Tell us about your business.

Fill out the form below. We'll be in touch within one business day with your needs assessment and a suggested time to talk.

We'll send your needs assessment within 24 hours. No spam. No sales calls before you're ready.

Response within 24 hours

Every enquiry gets a personal reply from our team. Not an automated sequence.

No commitment required

The needs assessment and strategy call are completely free.

Real people, always

You'll know the name of the person looking after your account before we start.