Platinum Annual Subscription + Quick-Start Advantage
Our founders have expertise in complex asset management and technology. Our team reverse-engineers holistic solutions to support your goals and safeguard your interests. You collaborate with our proven team of experienced professionals to create an amazing experience that fits your needs.
- Project Kick-Off (60-minute videoconference); Upon engagement, EstateSpace and Tapestry Associates will schedule an introductory 60-minute videoconference with the designated Client representative | The purpose of this call is to identify your key goals and the process for the integration of EstateSpace into your personal ecosystem | In advance of the call, we will provide an EstateSpace Quick-Start Questionnaire for completion and return | We require that the completed questionnaire is returned at least 48-hours prior to the scheduled call
- Confirmation of initial findings (60-minute videoconference); We will consolidate the information gathered to-date into an Executive Summary | We will schedule a second 60-minute videoconference with you to review and confirm the accuracy of our initial findings
- Delivery of"Quick-Start" Roadmap (60-minute videoconference); We will schedule a final 60-minute videoconference to review the findings of the QuickStart assessment.
The Quick-Start Roadmap outlines the following:
Executive Summary of EstateSpace Quick-Start Questionnaire findings | Suggested timeline for EstateSpace rollout | Data collection and bulk upload support needs evaluation with estimated costs | Recommendations for additional optional support services
EstateSpace Quick-Start Assessment is intended to: Simplify adoption and integration of EstateSpace | Accelerate documentation and data collection | Optimize operational and personal service goals