01
Tell Us What You Need
What problems are you encountering and what attributes are most important in your support team? We’ll work to find a customized outsourcing solution for your current size and needs.
02
Make It Official
Once everything is in order, we will send an agreement for you to review and sign. Then we can move on to the best part – making your outsourced support team a reality.
03
Meet Your Success Manager
Fill out a detailed Onboarding Survey. Input from this survey will give your personal Success Manager all the information they need to get you started.
04
Feedback & Training
Your CSM will work on cloning the process and creating detailed instructions for your dedicated team. They will then follow it step-by-step, making sure that they execute the task at hand just as you would.