Start here
One address, and a straight answer about fit.
Email hello@hearthadvisory.com and it goes straight to the practice lead. Describe the portfolio or the workflow, where the data lives, and what you want to be true in a month. That is enough for a useful first reply.
Pick the subject line
Same address, different starting point.
Sample diagnostic
See the written format of a Credit Portfolio Diagnostic before sending anything.
15-minute walkthrough
Fifteen minutes on screen with the synthetic demonstration portfolio, to judge the format quickly.
Workflow sprint fit
One recurring finance or operations step still assembled by hand, and whether it is scopeable.
Something else
A question that does not fit the categories above.
A strong first email
Five things that make the first reply useful.
- one portfolio or one workflow, named in a sentence
- the system it lives in: NetSuite, Snowflake, a spreadsheet, an inbox
- an export your systems already produce, even a messy one
- someone who can confirm what a field actually means
- the person who will own the result afterwards
What happens next
Three steps, each one optional.
A reply within two working days
A straight answer, or one or two clarifying questions.
A short walkthrough, if useful
Fifteen minutes on screen with the demonstration portfolio or the workflow.
A written scope before any work
Scope, inputs, output, checks, and exclusions. Then the work and the handoff, with a defined end.
No data is required to start a conversation, and nothing needs to be shared until a written scope exists. No tracking and no marketing sequence sit behind this address.
this page makes no external requestsBefore you write
The pages that answer most first questions.
The address
hello@hearthadvisory.com
One inbox, read by the person who answers for the work.