
From Discovery to Day 1 and Beyond
Four phases. Clear milestones. Rapid onboarding. Most clients are production-ready in 5–6 weeks. Fully optimized by week 8.
Discovery & Design
We start by understanding your world: workflows, KPIs, tools, team dynamics, compliance requirements. This is the foundation—if we don't understand your business, we can't scale it.
Deliverables
- Engagement blueprint (detailed operating model)
- SLA agreement (clear performance targets)
- Onboarding timeline (realistic milestones)
- Tool & system requirements (what we need access to)
1 kickoff meeting + 2–3 follow-up calls
Recruitment & Training
We source, vet, and hire pod members. They onboard to your tools, learn your process, and soft-launch with low volume to reduce ramp risk. Every team member is background-checked and skill-matched.
Deliverables
- Vetted pod members (background-checked, skilled, aligned)
- Tool onboarding (Salesforce, Zendesk, Asana, etc.)
- Process training (playbooks, workflows, escalation paths)
- Soft launch period (low volume, high coaching)
Training sessions + feedback cycles
Ramp & Optimization
Volume scales. We monitor closely. Daily coaching happens. Quality assurance runs. Process refinement is continuous. By week 8, you're fully productive and hitting SLAs.
Deliverables
- Production-ready team (hitting SLA targets)
- Daily performance dashboards (live KPIs)
- Weekly coaching & optimization (structured reviews)
- Issue resolution playbook (how we handle problems)
Daily stand-ups (15 min) + weekly reviews (1 hour)
Ongoing Management & Growth
This is the long-term partnership model. Daily stand-ups. Weekly performance reviews. Monthly business reviews. Continuous improvement cycles. Scaling as you grow.
Deliverables
- Daily KPI dashboards (real-time visibility)
- Weekly performance reviews (metrics + coaching)
- Monthly business reviews (strategy + optimization)
- Continuous improvement (playbook updates, tool optimization)
15-min daily + 1-hr weekly + 2-hr monthly review
Ready to Get Started?
Most clients go from first conversation to production-ready team in 5–6 weeks.