Engagement Process
Submit your inquiry using the form on our contact page with a brief overview of your organization and what you are looking to address. We review every inquiry carefully and respond honestly — if we are not the right fit for what you need, we will tell you that directly, and where we can, point you in a better direction.
A complimentary one-hour session with Sophion leadership. We listen carefully, ask the right questions, and give you an honest assessment of what your organization needs and how we can help.
Shannon, Jason, and Anne collectively assess your organization — identifying root causes, evaluating what approach makes the most sense for your specific situation, and scoping the engagement honestly around what you actually need.
Before work begins, we execute a mutual consulting agreement and a mutual non-disclosure agreement. We do this because we respect our clients — their confidentiality, their proprietary information, and the trust they place in us. This protects both parties and establishes a clear, accountable foundation for everything that follows.
Sophion consultants execute the agreed scope with precision and accountability. Shannon and Jason provide ongoing strategic input throughout every engagement.
A structured review at close — assessing outcomes against objectives, measuring what your organization now has that it did not before, and determining the best path forward.
Working with Sophion
Sophion consultants use their own devices and communication channels for standard engagement activities — calls, email, and document collaboration through shared platforms. No special setup is required from the client for day-to-day work.
For engagements requiring access to client systems, internal platforms, VPN environments, or domain-integrated infrastructure, the client is responsible for provisioning appropriate access prior to onboarding. Sophion does not assume responsibility for the security configuration or compliance posture of client-managed systems.
Sophion provides advisory services only. Unless specifically agreed in writing, Sophion does not assume responsibility for the security, configuration, or performance of client systems or environments. Any recommendations are provided within the scope of the engagement, and implementation remains the responsibility of the client.
Where an engagement requires in-person attendance — including strategic sessions, negotiations, board meetings, or on-site activities — associated travel, lodging, and related expenses are the responsibility of the client. Anticipated travel costs are requested in advance, with itemized receipts provided upon completion.