Frequently Asked Questions
Getting Started
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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
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To begin effectively, we need:
Brief intake questionnaire
Access to key systems
Team contact information
Current process documentation
Goals and priorities
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Our onboarding process includes:
Initial strategy session
Systems audit & setup
Team introductions & training
Process documentation
Regular check-ins
Performance reviews