ONBOARDING
What to Expect:
Onboarding Made Simple
We know that handing things off can feel like a big step—so we’ve made onboarding as smooth and supportive as possible.
Here’s how it works:
1
Discovery Call
We'll chat about where things feel stuck, where you see your business growing, and what kind of support you need most. You'll leave the call with a clear action plan and a proposal sent your way within 24 hours.
2
Proposal & Agreement
You’ll get a custom proposal that outlines the scope, plan, and pricing. Once it’s approved, we’ll send over the agreement and first invoice.
3
Kickoff & Access Setup
We’ll walk you through how to share any logins, tools, or files. We're happy to work with your current systems or help integrate new ones.
4
Weekly Check-Ins (Optional)
Prefer regular updates or want to stay hands-off? You set the pace—we’ll match your communication style.
