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.