Frequently Asked Questions

Getting Started

  • We can start as soon as the agreement is signed. Thereafter, we will follow the client pathway to success:

    • Same-day onboarding initiation

    • Week 1: Strategy & setup

    • Week 2: Systems integration

    • Week 3: Full implementation

    • Week 4: Optimization

  • To begin effectively, we need:

    • Brief intake questionnaire

    • Access to key systems

    • Team contact information

    • Current process documentation

    • Goals and priorities

  • Our onboarding process includes:

    • Initial strategy session

    • Systems audit & setup

    • Team introductions & training

    • Process documentation

    • Regular check-ins

    • Performance reviews