Financial Discovery Session
30-minute financial diagnostic consultation to uncover challenges, growth points, and next steps.
Service Description
When dozens of ideas, tasks, and directions compete for your attention, it’s easy to lose focus. Our free 30-minute online diagnostic session for the financial side of your business helps you pause, reflect, and define what truly matters for your business right now. Discovery Session is not a generic consultation. It’s a structured, high-value meeting with one of Scale Lab’s senior partners — experts in strategy, operations, or finance. In this session, we work together to clarify your current challenges, uncover growth opportunities, and provide immediate recommendations for your next steps. Who it’s for: • Entrepreneurs and business owners at any stage • Founders preparing for investment (pre-seed, seed, growth, pre-exit) • Leaders feeling their business is stuck or has plateaued • Teams planning scaling, optimisation, or transformation in need of business growth assessment • Anyone in need of an external strategic perspective What you get in 30 minutes: • An express assessment of your current situation • Identification of key growth points and barriers to success • Clear orientation for your next step — where to focus energy and resources • Immediate strategic recommendations tailored to your priorities • Option to receive a bespoke proposal for further collaboration: from single sessions and workshops to structured programs and ongoing consulting How it works: • Book a convenient time directly on our website • Fill out a short questionnaire so we can prepare in advance • Meet your expert on Zoom (all sessions are online, international) • Within 48 hours, receive a short follow-up summary with recommendations After the session, you’ll receive an automatic follow-up summary generated by Zoom.ai — capturing key points, insights, and action items discussed. This way you can revisit the highlights and next steps without any extra cost or delay.
Cancellation Policy
BOOKING POLICY This policy applies to all consulting sessions, strategic sessions, audits, discovery calls, mentoring sessions, and other professional services provided by Scale Lab Consulting Agency, unless otherwise stated on the service page or in a written agreement. BOOKING AND CONFIRMATION All sessions are booked online and are considered confirmed once the booking is completed. Clients are responsible for providing correct contact details and ensuring availability at the selected time. For online sessions, meeting details are sent to the email provided during booking. CANCELLATIONS AND RESCHEDULING Clients may cancel or reschedule their booking up to 24 hours before the scheduled session. Requests made less than 24 hours before the session are considered late cancellations. In such cases, the session is non-refundable and may not be rescheduled. Some services involve preparation, analysis, or review performed in advance. Late cancellations may result in the session being considered completed due to work already carried out. This policy ensures respectful use of time and availability for both the consultant and other clients. LATE ARRIVAL If a client arrives late, the session will still end at the originally scheduled time. NO-SHOWS If a client does not attend a scheduled session without prior notice, the session is considered a no-show. No-shows are not refundable and are not subject to rescheduling. PAYMENTS Some services require prepayment. Payment terms are always specified on the service page or during checkout. All prices are stated exclusive of VAT unless otherwise specified. PRE-SESSION QUESTIONNAIRE For most services, clients receive a pre-session questionnaire after booking. Clients are asked to complete it as thoroughly as possible before the session to allow proper preparation and ensure the session focuses on high-value discussion. Incomplete information may limit the effectiveness of the session. SERVICE SCOPE AND CONFIDENTIALITY Consulting and strategic sessions provide professional analysis and guidance. Outcomes depend on multiple factors, including client involvement and implementation, and specific results are not guaranteed. All information shared during sessions is treated as confidential unless disclosure is required by law or agreed in writing. POLICY UPDATES Scale Lab Consulting Agency reserves the right to update this policy at any time. The version published on the website at the time of booking applies.
