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How an engagement actually starts
The consultation is stage one. Here's the whole path, so nothing about it is a surprise.
This call
Alignment
- Initial priorities & scope
- Pricing & Proposal
- Engagement & Agreement
Week one
Onboarding
- Onboarding & Induction
- Assign Resource
- Initial Setup
First month
Understanding
- Execute Onboarding plan
- Setup Process & Training
- Setting roles
And beyond
Scaling
- Weekly update email
- Weekly operational call
- Regular feedback
- Process Improvement
Frequently Asked Questions
No. If you happen to know your rough client count and which ledger you're on, the conversation gets sharper faster but nothing is required, and we don't send a discovery questionnaire beforehand.
Don't take our word for it test it. Book the call, then run the 40-hour free pilot on real work. You'll judge the output before any commitment, which is a far better signal than a reference call.
Your team works inside your systems under your access controls, with signed NDAs and role-based permissions. Every process is documented and versioned, and staff come through a 35-module in-house training programme before they touch a client file.
If it's a fit, you leave with a scoped 40-hour free pilot on real work no contract, no headcount commitment. If it's not a fit, you leave with a clear answer either way.
Someone who works the accounts day to day, not a salesperson reading from a script so questions about workflow, tools, or edge cases get answered on the spot.
