Engagement Process
How Magnolia Way Consulting scopes, schedules, and delivers property consultations from first enquiry through written deliverables.
Every engagement follows the same clear sequence so you know what happens at each stage before committing to a fee.
Preliminary conversation
You describe your property situation, objectives, and timeline. We confirm whether the consultation type fits and outline the documents we need. This call is complimentary and typically lasts twenty to thirty minutes.
Scoped quote and agreement
We send a written quote specifying assets in scope, deliverables, timeline, and fee. A 50% deposit is invoiced on acceptance. No document review begins until the engagement letter is signed.
Document intake
You provide rent rolls, outgoings statements, lease documents, and any building reports relevant to the engagement. Our practice manager sends a checklist tailored to your consultation type.
Review and session
We review documents before any session. For portfolio reviews, a half-day facilitated meeting follows. For acquisition and divestment work, site visits and vendor Q&A may be scheduled during this phase.
Written deliverable
Your brief or plan is delivered within the agreed timeframe. The balance of the fee is invoiced on delivery. One follow-up call is included for portfolio reviews.
Typical timelines
| Consultation | Document intake | Delivery |
|---|---|---|
| Portfolio Strategy Review | 1 week | 5 business days after session |
| Acquisition Advisory | 1–2 weeks | 2–3 weeks total |
| Divestment Planning | 1–2 weeks | 4–6 weeks total |
What to prepare
Bring questions written down, even rough ones. Gather documents in digital form where possible. If leases are missing, note this early so we can advise on retrieval steps.
Ready to begin?
Review our consultations or request a preliminary conversation.