Resources
Client Preparation Checklist
A little preparation helps us make the most of your time.
Stock photo: Arina Krasnikova / Pexels. Not NovusPointe staff or premises.
For any consultation
- A short summary of your situation and what you want to achieve
- Your timeline and any deadlines
- Questions you want answered
- Relevant documents you are comfortable sharing (nothing sensitive such as payment card, government ID, or medical details)
Business and startup consulting
- Your business idea or current business description
- Current goals, challenges, and any existing plan or materials
- Basic financial picture you are comfortable discussing
Real estate and property management consulting
- Property addresses or areas of interest
- Current processes, tools, or records you use
- Your goals for the property or portfolio
Government contracting readiness
- Your business legal name and what you sell or provide
- Any registrations you already have
- Agencies or opportunities you are interested in
Notary appointments
- A current, valid government-issued photo ID for each signer
- Complete, unsigned documents
- The location and time you prefer
Courier quotes
- Pickup and delivery addresses
- Item type, size, and weight
- Pickup and delivery windows, contact person, and special handling needs