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Describe your needs and challenges
We'll learn carefully about your business, industry, and needs to find the best advisor for you.
Get matched with relevant advisors and challenges
We'll select the ideal expert for your case and refine our matching process to guarantee the maximum outcome.
Join an intro call with the advisor
The intro call will ensure you choose the right advisor to work with for a long time.
During this call, we recommend telling the advisor as much detail about your business and the goals that you would like to reach as possible. This way, the advisor will make sure that they can help.
Confirm the advisor's roadmap proposal
Once you have chosen the right advisor to work with, we'll handle all the necessary paperwork – like NDAs and service agreements, addendums, and schedules.
Now you can focus on what's important: resolving your cases and reaching your goals!!
Set the goals and execute the roadmap
Set your target goal to make it visible and measurable for you and the advisor.
Build an agenda for each meeting, do your homework, complete tasks, and meet again.
Simple steps to reach your goals
Describe your needs and challenges
We'll learn carefully about your business, industry, and needs to make sure that we could find the best advisor for you.
Get matched with a relevant advisords and challenges
We'll select the ideal expert for your case and refine our matching process to guarantee the maximum outcome.
Join an intro call with the advisor
The intro call will ensure you're choosing the right advisor to work with for a long time.
During this call, we recommend telling the advisor as much detail about your business and the goals that you would like to reach as possible. This way, the advisor will make sure that they can help.
Confirm the advisor's roadmap proposal
Once you have chosen the right advisor to work with, we'll handle all the necessary paperwork – like NDAs and service agreements, addendums, and schedules.
Now you can focus on what's important: resolving your cases and reaching your goals!!
Set the goals and execute the roadmap
Set your target goal to make it visible and measurable for you and the advisor.
Build an agenda for each meeting, do your homework, complete tasks, and meet again.
Wiseboard uses a structured advising process. We match you with advisors who don’t just advise—they follow a proven methodology to deliver results. It helps Wiseboard to deploy a team of advisors when needed to provide consistent advising experience that has proven its results.
Wiseboard turns unclear business challenges into roadmaps with clear action plans. Advisors have been through similar cases and know what works, giving a company a structured and tailored path to follow.
At the beginning of the advising process, you define your goals and discuss deliverables and resources with an advisor. After carefully studying your particular case, an advisor builds a roadmap and proposes the best type of engagement with a company.
Once you approve the advisor’s roadmap and subscribe, you’ll gain access to a shared workspace where you and your team can track progress and goal status. A dedicated client manager will assist you with any additional needs. The advisor will be highly involved during the initial stages of the roadmap, with more frequent activities and meetings. As your team progresses and gains competency, the intensity of the advisor’s engagement typically decreases, focusing on providing support as needed.
Wiseboard vets advisors through a three-step process. It includes checking their experience and track record, conducting personal interviews, and gathering references. Feedback from other Wiseboard advisors is also considered, and only top-tier experts are selected.
Wiseboard offers more than just advisor matching. The platform can assist with finding vendors, filling vacancies, and selecting agencies, ensuring all your growth-related needs are met.
Wiseboard protects intellectual property through strict policies. Advisors and companies sign NDAs before sharing any information. In special cases, additional agreements can be signed to enhance security.
Most engagements last around six months, though the exact duration depends on the specific needs and challenges of the company.
No, the intro meeting is free of charge. This allows you to feel the match with an advisor and explore their expertise, making it easier to find the right advisor for a company’s needs without any upfront cost.
You can get started within one to two weeks. After an initial call to discuss the request and needs, Wiseboard will match the company with the right advisor so the roadmap can be developed and executed promptly.