Engagement Process
How Magnolia Field scopes, delivers, and closes advisory engagements for tourism operators and visitor economy organisations.
From first conversation to final handover
Every advisory engagement follows a consistent process so you know what to expect before committing fees or staff time.
- 01
Initial conversation
A 30-minute call or video meeting at no charge. You outline your challenge — low shoulder-season occupancy, a council brief, a pricing decision. We ask clarifying questions and tell you honestly whether our expertise fits. If not, we suggest an alternative.
- 02
Scoping document
Within three business days we send a one-page scope: objectives, deliverables, timeline, fee, and what we need from you (data access, stakeholder introductions, venue for workshops). No work begins until you accept in writing.
- 03
Kick-off and data gathering
We schedule a kick-off with your lead contact. For destination reviews, this includes a data request list and interview schedule. For coaching, you complete a short pre-session questionnaire so we use your 90 minutes efficiently.
- 04
Fieldwork and analysis
On-site visits, stakeholder interviews, or facilitated workshops happen during this phase. We share interim observations if something urgent surfaces — for example, a safety issue spotted during a property walk-through.
- 05
Draft review
Written deliverables come with a draft review period (typically five business days). You flag factual corrections and clarify priorities. We do not treat draft review as an opportunity to expand scope — significant additions are quoted separately.
- 06
Delivery and handover
Final report, presentation, or session notes are delivered in agreed formats. Destination reviews include a board-ready executive summary. Coaching clients receive bullet-point notes within 24 hours of each session.
- 07
Follow-up
Destination reviews include a 90-day check-in. Coaching clients can book follow-up sessions at any time. We do not auto-enrol you in ongoing retainers.
Typical timelines
| Engagement type | Usual duration |
|---|---|
| Operator coaching session | Booked within 1–2 weeks |
| Shoulder-season workshop | 4–6 weeks from acceptance to delivery |
| Destination strategy review | 6–10 weeks |
Ready to begin?
Request a consultation with a brief description of your region, business, or council brief.