Quotes and checkout

Checkout and the review meeting

Updated November 7, 2026

No payment at checkout

Checkout sends your quote to our team for review. Nothing is charged, and you don't enter card details.

Book the review meeting

During checkout you pick a time for a 20-minute review meeting with our team. The earliest time depends on the timeline you chose. We email you the invitation and a confirmation.

Your quote in your account

The quote, its PDF and a draft Consulting Services Agreement appear under Quotes in your account. If we revise the quote after the meeting, you see each revision there.

Next: From quote to signed agreement.