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What to Expect When You Work with Good Roots
By Amira Haddon, Internal Marketing Manager
Good Roots helps farmers and food businesses get clear on their finances, grow stronger operationally, and build something that lasts. Whether you're looking to clean up your books, build a brand that sells, or turn things around fast, our structured programs are designed to get results and help you keep growing.
Here’s what happens when you start a project with us.
Step 1: Start with a Free Consult
Start by filling out the Contact Us form. Once we receive your inquiry, a member of our team will follow up within two business days to schedule an introductory call.
After you schedule the call, we’ll send over a mutual NDA so we can speak openly. If your form includes detailed information, we may follow up with a request for relevant financial or planning documents. These might include access to QuickBooks, profit and loss statements, market research, or marketing materials, depending on your needs. If you haven’t provided that level of detail yet, we can use the introductory call to figure out what documents would be helpful for a deeper discovery session.
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On that call, we’ll walk through the details you shared in your form, such as which of our services you are interested in and what inspired you to reach out. We’ll ask clarifying questions to better understand the current state of your business, your goals, timeline, internal capacity, and budget.
We can also point you toward helpful tools and resources depending on your needs, such as grant writers, non-profit sponsors, and partner organizations in our network, ensuring you leave the call with practical next steps and new opportunities. There’s no commitment; our goal is to support you in moving your business forward, whether that’s with us or through other resources we can connect you to.
Step 2: Discovery Call
If it feels like a good fit, we’ll bring in the right experts from our team to identify which services and solutions will help you reach your goals most effectively.
This step often includes a discovery call with someone from our Client Relations team and a director from our Marketing, Accounting, or Business Consulting teams. We’ll refine goals, clarify priorities, and outline the strategy and deliverables that will best support your growth. Before we wrap up, we’ll schedule a 30-minute proposal review call to walk through the recommended plan and next steps together.
Step 3: Review Your Proposed Plan
Before the review call, we’ll send over a written summary, either as a:
- Pre-proposal with high-level scope, project timeline, and estimated cost or
- A full proposal if the path forward is clear and limited discussion is necessary.
During the call, we’ll walk through the document together, answer any lingering questions, and make adjustments as needed.
After the call, you’ll receive the finalized proposal within 2–3 business days. Signing the proposal confirms your commitment and secures your place in our team’s schedule. This allows us to coordinate internally, ensure proper staffing, and begin preparations so your project starts smoothly and stays on track.
Step 4: Meet Your Project Team
Once the proposal is signed, your Client Relations contact will introduce you to your lead service provider and the rest of your project team via email. If you haven’t already met them during the proposal process, this is your official handoff.
Your lead consultant will then schedule a kickoff call to review:
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Project goals and deliverables
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Meeting rhythms
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Shared folders and resources
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Anything else to keep your project on track.
Step 5: Get to Work
Once we’re underway, the cadence and type of work will depend on the project and who you’re working with, whether it’s an accountant, business consultant, or marketing specialist. Here’s what to expect:
- Zoom meetings with your service provider(s) to review work, make decisions, and keep things moving.
- Shared files and clear communication, even during your busy season.
- Accountability to help keep your project on track and your business moving forward.
- Quick pulse surveys sent throughout the project to check in on how you’re feeling. We ask about your confidence, collaboration and overall happiness in the process so that we can course-correct when needed.
Step 6: Receive Your Final Deliverables
When the project wraps, your lead consultant will send you an email with everything you need: final files, reports, and any instructions on what to do next.
You’ll have time to review everything, ask questions, and make sure you’re confident about what’s next.
Step 7: Share Your Feedback
After your project ends, we’ll ask for your feedback in a short survey. We want to know what worked, what could be better, and what kind of impact the work had. Your input helps us keep improving, so we can effectively support the people building a better food system.
