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The Process

A structured
partnership.
Not a one-off.

Three steps get the engagement started. A 90-day onboarding plan puts it into motion. Then we keep building for as long as you are.

01
Strategy Session

Deep-dive into your business

No templates. No generic frameworks. A clear-eyed look at where you are, where you want to be and what is actually in the way.

Most advisory engagements start with a solution. This one starts with a question: what is actually happening in your business right now? Not what you think is happening, and not what you would like to be happening. What the numbers, the pipeline and the team tell you.

The first session is a structured 90-minute conversation designed to surface the real constraints on your growth. Recruitment consistency. Technology efficiency. Operational leverage. Where you are spending time that should be systemised. Where your team has capacity that is not being used. Where the gap between your current revenue and your target revenue actually lives.

You will leave with a clear picture of your current state, a set of prioritised growth opportunities specific to your business and a direct recommendation on which engagement tier fits your situation. There is no obligation to proceed. If the fit is not right, we will tell you.

What you experience
  • A 90-minute structured assessment session
  • Direct, commercial questions about your operation
  • No sales pitch. No generic framework presentation
  • An honest read on where the growth opportunity is
What Colab delivers
  • Current state assessment across recruitment, technology and operations
  • Prioritised list of growth constraints
  • Tier recommendation with rationale
  • Clear next step if you want to proceed
02
Tailored Growth Plan

A concrete plan across three areas

Your recruitment system, technology stack and operational efficiency mapped to your targets and delivered as a working roadmap.

The growth plan is not a document. It is a working roadmap that tells you and your team exactly what needs to happen over the next 90 days, in what order, and why. It is specific to your business, your numbers and your constraints. It does not contain advice that applies equally well to every other agency in Australia.

The three areas are always addressed in the same order because that is the order in which they compound. Recruitment comes first because nothing else scales without the right people. Technology comes second because the right stack makes everything else more efficient. Operations come third because efficiency improvements only stick when the people and the tools are already working.

Each area of the plan includes current state, target state, the gap between them, the specific actions required to close that gap and the metrics used to measure progress. The plan is delivered in a working session, not emailed as a PDF. You leave the session knowing what to do, not just what was recommended.

What you experience
  • A dedicated planning session run as a working meeting
  • Real-time input into the priorities and timeline
  • A plan you helped build rather than one handed to you
  • Clarity on what the first 30 days looks like
What Colab delivers
  • Recruitment system setup and activation plan
  • Technology audit with prioritised recommendations
  • 90-day operational improvement roadmap
  • KPI targets mapped to your growth goals
03
Ongoing Partnership

Implement, track and adjust together

Monthly sessions, accountability check-ins and direct access to support. For as long as you are building.

The plan is only as good as the execution. Most principals have had plenty of advice. What they have not had is a partner who shows up month after month to check what actually happened, why it happened and what needs to change. That is what the ongoing partnership is.

Every month has a structure. A review of the previous month against plan. An honest assessment of what worked and what did not. A recalibration of the next 30 days based on what the business is actually telling you. And direct access in between sessions when something comes up that cannot wait.

The engagement is not designed to create dependency. The goal is to build systems and capability in your business so that it runs better without you needing to think about it. The measure of a good engagement is not how involved Colab is after 12 months. It is how much leverage your business has that it did not have before.

What you experience
  • Monthly sessions with a structured agenda and accountability
  • A partner who challenges your assumptions, not just confirms them
  • Direct access between sessions for real decisions
  • Progress measured against your actual targets
What Colab delivers
  • Monthly review against KPI targets
  • 30-day adjusted action plan each session
  • Implementation support at the tier you have selected
  • Quarterly recalibration of the 90-day plan
The onboarding plan

The first 90 days
in detail.

Every new engagement follows the same structured onboarding plan. Nothing is skipped. The order matters.

Days 1 to 14
Foundation
  • Welcome pack and full system access
  • Kickoff session — current state mapped in full
  • Business assessment completed
  • Technology audit commenced
  • Recruitment pipeline review started
Days 15 to 30
Assessment
  • Technology audit completed
  • Cost savings and gaps identified
  • Recruitment system access and methodology delivered
  • First KPIs set against 90-day targets
  • Growth plan session scheduled
Days 31 to 60
Implementation
  • CRM setup and configuration underway
  • Recruitment strategy active in market
  • Marketing and communications coordination
  • KPI dashboards live
  • First monthly review session held
Days 61 to 90
Optimisation
  • 90-day review against all KPI targets
  • Performance gaps assessed and addressed
  • AI and automation recommendations delivered
  • Forward plan for the next quarter locked in writing
Next step

Choose the right
engagement tier.

Three tiers are available, from strategic advisory through to a full operating partner. If you are not sure which one fits, the strategy call will give you a direct recommendation.

Book a Strategy Call View Services →