We follow our own framework of:

CONNECT - We start with a conversation, either by phone or in-person depending on location, so we can get to know each other. 
SCAN - In that meeting we will also discuss your needs and learn about your situation, and review relevant experiences of ours that might apply.
FOCUS - After our first conversation we create an artifact to ensure we understood you correctly, and to serve as a baseline for our next conversation.
ACT - In our next conversation, we will review the artifact and ensure we got the right focus and then determine an action plan together.