With CRT insight, companies are led through an efficient process, helping them attain a clear purpose and strategic objectives. The process begins when a company is referred in by a Sponsor or Member or applies for consideration on the website. If the company meets CRT's basic criteria, the CRT Board typically assigns two mentors to lead the project. These mentors are selected by considering the mentoring client’s industry, its critical issues and the talents that will be needed to most effectively address its issues.

In the first meeting, the client and mentors get to know each other, work to clearly identify the most critical issues and outline a mentoring plan. This plan may include a future presentation to the entire CRT organization or consultation with select members and/or sponsors of the CRT organization.

There are many approaches the mentors may choose to take with a client. One option is Group Mentoring, a series of meetings between the client and the mentors to crystallize the true issues faced by the client (typically 4 - 6 meetings). Those issues are then encapsulated in a presentation made by the client to a meeting attended by CRT's distinguished members who offer advice to the client based upon the broad spectrum of experience that they bring.

The primary purpose of the Group Mentoring is twofold: a) to identify a small list of issues critical to the future success of the business; and b) to help the business identify key strategies to address the critical issues. After the group meeting, the mentors follow-up with the client and present a summary of the findings of the CRT members regarding the issues and the suggested strategy. Implementation of any of the recommendations is the responsibility of the client.

Custom Mentoring programs are used to tackle client issues that would be best addressed by specialists (such as a small focus group of members, or a meeting of member and non-member experts in the area at issue). In this process the mentors develop the work plan in association with the client and then, to the extent desired, provide assistance in the plan implementation.