FROM HUMBLE ORIGINS

OUR CLIENT PROJECT PROCEDURE

Image of the front page of our FROM HUMBLE ORIGINS' brochure "Your Heritage, Your Legacy". You will receive this brochure as part of the Client Project Procedure.

At FROM HUMBLE ORIGINS we know that each client has a unique family story and individualised requirements. Our partnership with clients is founded on excellent communication, astute listening and respectful questioning. Your project may begin just as an idea or a tentative plan, or as a search for a uniquely personalised family or corporate gift. Perhaps it originates from a very personal desire to answer poignant family questions.

Let us briefly outline how each project comes to fruition.

INITIAL CONTACT

Our first point of contact is email. Connect with us by email to discuss your project ideas.

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We would love to hear from you if our bespoke offerings have sparked your interest or if you have a particular requirement which we can realise for you.

Send an email to enquiry@fromhumbleorigins.com

We will reply to you and arrange a telephone conversation with you at a convenient time.

TELEPHONE CONVERSATION

In order to discuss your requirements with you we will make a telephone appointment. You will be able to give us more details of your proposed heritage or legacy project and ask any questions you may have about your project or the engagement process.

INTRODUCTORY DOCUMENTATION EMAIL

Following our conversation we will send you our Introductory Documentation, this includes:

FHO Welcome Letter

FHO Brochure Your Heritage Your legacy

FHO Client Pre-Planning Outline – the project idea you have shared with us by phone / email.

FHO Price List, including Engagement Fee and Monthly Billing Schedule

FHO Services Terms and Conditions and Privacy Policy

FHO Ethos

Plus two documents for you to complete and return by email or post:

FHO Preferred Contact

Share with us your preferred methods of communication and contact.

FHO Client Engagement Contract and Fee Document

Engage our services by signing and returning this form with the FHO Engagement Fee.

Once you have considered these documents and decided to engage our services return the last two documents to us by post or scanned and emailed. Then we will schedule to meet with you in person in the UK, or liaise with you by telephone and email or through a client intermediary, to discuss your project in greater detail, covering areas such as how your project will be handled, where and when it will be carried out, as well as discussing your personalised Non-Disclosure Agreement.

PERSONAL CONSULTATION

Wherever possible it is important to us at FROM HUMBLE ORIGINS to discuss significant family matters with you directly. In person allows you to share personal family details comfortably, to gain trust in our commitment to your project and to share any documentation or artefacts which form the starting point of your project. A personal consultation can be arranged at a venue in the UK which is convenient to you, or remotely. Where this is not possible, then consultation can be carried out by telephone and email or through a client intermediary. Engage with us by email to arrange your confidential, discerning consultation.

At this stage we will formulate with you the following:

FHO Personalised Non-Disclosure Agreement Questionnaire

Your personalised NDA is to be discussed and formulated at this stage and subsequently, for authorisation by email or post.

FHO Client Project Details Outline

Share with us at this consultation and on this outline any relevant information you have as the starting point for your project.

We will also discuss with you how often you would like to receive updates, starting date, timescales and projected outcomes.

Following this consultation we will send you by email or post your finalised personalised NDA and FHO Project Plan for you to authorise, amend if required, sign and return to us by email or post.

RECEIPT OF AUTHORISED NDA AND FHO PROJECT PLAN

PROJECT COMMENCES

INTERIM UPDATES

At the PERSONAL CONSULTATION stage we will have discussed with you how regularly you would like to receive updates and in what form.

PROJECT COMPLETION

Once your project remit has been completed we would like to deliver it to you in person or by your preferred method of delivery.

PROJECT CONCLUSIONS

We hope that you will be very happy with the results of your project and that they will enrich your family, estate and corporate life immensely, giving you deep knowledge of your unique personal heritage and legacy to others.

We would like to get your feedback on the way we handle client projects and what your FROM HUMBLE ORIGINS experience has meant to you.

We would be very happy to receive a Testimonial from you, to be shared in accordance with your personalised NDA, either anonymously or named. If you have agreed to Social Media or Press coverage in your personalised NDA then we will discuss this further with you at this stage.

We hope that you will be very happy with our services and your experience of partnering with us at FROM HUMBLE ORIGINS. However if at any time you wish to discuss anything with us we are more than happy to do so in order that your heritage and legacy experience with us is as seamless as possible.