Engagement Process
How Redwood Path Advisory engagements unfold — from first inquiry through delivery of recommendations.
How an engagement works
Advisory work at Redwood Path follows a predictable sequence so you know what to expect before committing a deposit. The steps below apply to our flagship audit; shorter reviews and workshops compress certain phases.
Inquiry and fit call
You submit the contact form with a brief description of your business and the question you want answered. Within two business days we propose a 20-minute call to confirm whether advisory work fits — and which service level suits your scope. There is no obligation after this call.
Engagement letter and deposit
If we proceed, you receive a written engagement letter stating scope, timeline, deliverables, and fee. A 40% deposit reserves your start date. We schedule the discovery session at our Taichung office, your premises, or via video.
Discovery and document review
You share price lists, sample bookings, and any notes on requests you regularly accept or decline. We ask direct questions about materials, travel, rush fees, and seasonal patterns. This phase typically spans the first week.
Analysis and draft observations
Your advisor works independently, cross-checking your numbers against patterns seen in similar niche businesses. We may send clarifying questions mid-week. You are not required to be available daily — we batch questions to respect your operating schedule.
Report and presentation
You receive a written PDF with prioritised recommendations, followed by a presentation session to discuss sequencing and implementation. For audits, this concludes the engagement unless you book a follow-up review.
Timelines at a glance
| Service | Typical duration | Sessions |
|---|---|---|
| Business Model Refinement Audit | 3 weeks | 2 live sessions + written report |
| Revenue Structure Review | 2 weeks | 1 session + written summary |
| Niche Positioning Workshop | 1 day + prep | Half-day workshop |
Your time commitment
Expect to spend three to five hours total across an audit — mostly in the discovery and presentation sessions, plus time gathering documents. We design engagements around operators who cannot pause their business for a full week.
Ready to begin?
Request a conversation or review our advisory services to choose an engagement type.