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Team IQ Insights

The Work. The People.

Understand exactly what to expect from our consulting engagement — and the person behind it.

Angela Davis · ADVanced Insights Consultant

Consulting Engagement Blueprint

The Work. The Rules. The Results.

Scope of Services

  • DISC is a behavioral assessment tool used to support hiring and team decisions. It is not predictive or guaranteed.
  • Consultant provides professional insight and guidance; all final decisions remain the responsibility of the Client.

DISC Assessments

  • Comprehensive DISC report identifying behavioral style, decision-making tendencies, and motivators.
  • Reports are generated per participant using customized assessment links.

Hiring Support (New Hires Only)

Client will send the link provided and CC consultant on the role.

  • 3-Page Written Hiring Summary
  • Role fit analysis
  • Strengths and limitations
  • Risk factors
  • Targeted interview questions
  • Written summaries are only provided for recruiting/new-hire assessments.

Current Team Reviews

  • No written summary provided.
  • Delivered via one recorded debrief call reviewing the assessment results and implications.

Consulting Hours

  • Client receives 2 or 5 consulting hours based on selected package.
  • Preparation time for hiring summaries (~20 minutes per summary)
  • Phone calls
  • Follow-up discussions
  • Clarification beyond standard deliverables
  • ⚠ Multiple calls will reduce available consulting hours.

Assessment Links Provided

  • Current Team Link — Assessment only (no summary)
  • Recruiting Link — Assessment + written hiring summary

Consultations & Communication

  • Hiring decisions are typically supported by the written hiring summary.
  • Current team insights are handled through a recorded debrief call.
  • Additional or repeated calls are billed against consulting hours.

Client Acknowledgment

  • DISC is a tool, not a crystal ball.
  • Consultant provides advisory insight, not hiring decisions.
  • DISC should be used alongside interviews, experience, and business judgment.
  • Client agrees to CC the consultant on the role email or send a separate email with the candidate's name and role details.

Payment & Packages

  • Payment is required prior to delivery of services.
  • Stripe notifications may lag — Client should reply "done" after submitting payment.
  • Most clients begin with the 25-report package.

Responsibilities & Termination

  • Consultant: Deliver services as agreed, maintain confidentiality, and act professionally.
  • Client: Provide access to necessary information and ensure timely payment.
  • Termination clause applies to monthly plans only — not Bulk Reports.
  • Either party may terminate with 30 days' written notice.

Stop Expecting YOU
from Other People.

Ready to transform how you hire, build teams, and develop leaders? Let's start a conversation.

Angela Davis

Team IQ Insights Consultant

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