How we work · Sheet 05Epiidosis Africa Limited · Drawing set · Rev B

How we work

A clear process, from first meeting to sign-off.

Four steps. Fees agreed up front. One team accountable throughout.

See the four steps Start a conversation

A team planning together at a whiteboard in an office — Fig. 05.1 · Working session

Professionals in an office meeting — Fig. 05.1 · Working session

Sheet 05.2 / StepsEngagement process

The four steps

Step 01

Diagnose

A manager holding folders of papers in a bright office

What happens

A short discovery session and a review of your documents.

What you get

A scoped proposal and an agreed fee.

Step 02

Structure

Colleagues analysing graphs on a whiteboard during a meeting

What happens

We prepare the proposal, financing pack, research plan, hiring plan or risk review.

What you get

Documents ready for decision-makers.

Step 03

Introduce

Professionals meeting around a conference table

What happens

Where needed, we introduce licensed banks, financiers, insurers or brokers.

What you get

The right counterparties, approached properly.

Step 04

Support

An architect in a hard hat checking a wall with a spirit level

What happens

We stay involved through approvals, onboarding and claims.

What you get

One team accountable to the finish.

Sheet 05.3 / Engagement letterIn writing, before work starts

Your engagement letter

Scope, deliverables, fees and any partner performing a service are set out in writing before work starts.

Illustration · placeholders in brackets

Ref [Reference] · [Date]

Engagement letter

To [Client name] · [Company]

01Scope: [What we will do, in plain terms]
02Deliverables: [The documents you receive]
03Fees agreed up front: [Fee and payment terms]
04Partner performing the service: [Partner named here]
05Timeline: [Start and completion]

[Signature] · Client

[Signature] · Epiidosis Africa Limited

Sheet 05.4 / Engagement modelsThree ways to work together

Engagement models

Project

One defined piece of work, priced up front.

Retainer

Ongoing advice across practices.

Programme

An integrated programme such as project readiness or market entry.

Sheet 05.5 / PrinciplesHow we hold ourselves

Principles

Fees agreed up frontPartner services named in your engagement letterNot tied to one lender or insurerWe never handle client money

Sheet 05.6 / ChecklistFirst meeting

What to bring to a first meeting

Tick items as you gather them. This list isn't saved.

Sheet 05.7 / QuestionsFAQ

Frequently asked questions

Are you a lender or an insurer?

No. We're an advisory firm. Financing comes from independent licensed banks and financiers, and insurance cover from licensed insurers and brokers.

Do you hold client money?

Never. We don't accept deposits or handle funds for clients.

How are you paid?

Fees are agreed up front and set out in your engagement letter.

Who are your partners?

Specialist advisory firms in finance, research, HR and insurance consulting. Your engagement letter names any partner performing a service.

What happens at a first meeting?

A short discovery session about your goals, followed by a review of your documents.

Where do you work?

We're based in Nairobi and work with clients across Kenya and East Africa.

Sheet 05.8 / Next stepContact

Start with a first meeting.

Start a conversation