Free 10-page guide

What could you accomplish if the diagnostic was complete before your first client meeting?

Your First 48 Hours With a New Client shows what a coaching engagement can look like when AI investigates every team and bottleneck before day one.

Follow the first two days, from arriving with evidence to helping a client make a decision.

Your First 48 Hours With a New Client: the guide's cover

Inside the guide

The guide follows a coaching engagement from the investigation to the client’s decision.

  1. What happens before you meet anyone?2
  2. How does the first meeting become a working session?3
  3. What do you need to understand beyond the data?4
  4. What is the invisible work behind an existing process?5
  5. How do you turn one finding into practical scenarios?6
  6. How does the client reach a decision?7
  7. What changes when the diagnostic comes first?8
  8. What makes this engagement model possible?9

Before the first client meeting

The client’s delivery data is only part of what you need to understand.

The guide starts with an AI investigation of every team and bottleneck. The next challenge is using that evidence inside an organization where processes have owners, history and consequences.

  • Find the delivery problem

    Identify the bottlenecks, aging work, capacity gaps and batch patterns that need attention.

  • Understand the structure around it

    Establish who designed the current process, why it exists and who has capital attached to it.

  • Move from evidence to a decision

    Develop a conversation that helps the client evaluate the available ways forward without treating the finding as criticism.

Sonya Siderova, Founder and CEO of Nave

About the author

The guide is written by Sonya Siderova, Founder and CEO of Nave.

Nave grew out of a product development team that was delivering just 25% of what it committed to. After adopting Kanban, the team began making decisions from delivery data instead of opinions. That experience eventually became Nave, a flow analytics platform trusted by 7,000+ delivery teams worldwide.

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