Discovery package: a catalogue tool and guided onboarding

Guided onboarding covers a tool from the catalogue. The choice is made among references P-01 to P-37 and O-03 to O-09. It may be, for example, a management workbook, a kit, a template or an outline. The client selects the tool that addresses its operational issue. The 20-minute session then covers this specific tool.

No. The session clarifies the structure of the tool, the first sections and the points of attention. Completing the tool nevertheless remains the client’s responsibility. Likewise, the analysis of the client’s particular situation falls under the consultations in the catalogue. The record of the points of attention then serves as a reference for continuing independently the work begun during the session.

Depending on the tool, interactive assistance with its use remains accessible for 30 days. It explains in particular the sections and criteria, clarifies what is expected and checks the consistency of the answers. However, the assistance gives no opinion and does not qualify any particular situation. No output it produces constitutes a deliverable of the firm.

Yes. The amount is deductible from a consultation, package or subscription taken out within 30 days. The discovery package thus forms a bridge between the use of a tool and a more comprehensive service. Depending on the need, the next step may take the form of an intake form, a thematic consultation or the Essential subscription. The client nevertheless remains the sole decision-maker.

The tool is downloaded immediately. The consumer client who requests this immediate performance therefore gives express consent before performance. The client first receives information on the consequences of this choice for the right of withdrawal. The general terms and conditions of sale specify these arrangements, in accordance with Law No. 31-08.

The acquisition of the tool confers a non-exclusive and non-transferable licence of use. This licence is limited to the acquirer’s internal needs. However, resale, distribution and making the tool available to third parties are excluded. The integration of the tool into a commercial offering is also excluded. The tool thus remains the property of the firm.

The record covers the points of attention addressed during the 20-minute videoconference. It concerns first the structure of the tool, then the first sections completed. It finally flags the sections that call for particular care. This written document thus allows the client to continue the completion after the session. It does not constitute an analysis of the client’s particular situation.