Step 2: Invoice/Payment Confirmation

Upon a signed engagement agreement, we will prepare and send an invoice for the agreed upon amount, ensuring the service, payment terms and due date are clearly outlined. Most engagements require upfront payment prior to the commencement of the service.

For any billing inquiries, please email billing@successionresourcegroup.com  

Step 3: myCompass

You will receive access to myCompass, our project management platform. 

If you are a new client, you will receive login credentials along with instructions on how to access your myCompass profile, as well as access to your project(s). All previous clients, you will receive access to your project(s).

If you encounter any issues while using myCompass, please feel free to reach out to our support team at support@successionresourcegroup.com. 

Step 4: myCompass Questionnaire

Upon logging into myCompass, you will be prompted to complete a questionnaire. This is an important step as it helps us gather essential information to ensure the project is tailored to your needs and specifications. Please complete the questionnaire as soon as possible to help us proceed with the next stages of your project. Your input is crucial for ensuring the best possible outcomes.

Should you need any assistance or have questions while completing the questionnaire, do not hesitate to reach out to our team at info@successionresourcegroup.com. 

Step 5: Project Kickoff

Once your questionnaire is submitted, you will receive communication from myCompass with next steps. As the project progresses, both our team and yours may identify additional needs, potential changes in scope, or new opportunities that could enhance the project’s outcomes. Our goal is to address as much as possible upfront, but we understand that the finer details may evolve as we delve deeper into the project.

Rest assured, we will discuss any adjustments openly and collaboratively to ensure alignment with your goals and expectations.