Our process: from first conversation to steady delivery
Every engagement follows the same five stages, so expectations, access and responsibilities are clear before any work begins.
Discovery
We learn how your business works today and which tasks you want to hand over.
Scope
We define tasks, system access, responsibilities and how success will be measured.
Onboarding
We agree the workflow, document procedures, train the team and set up communication.
Delivery
Your dedicated team completes assigned work using the approved procedures.
Review
We monitor quality, workload and feedback, and improve the process together.
1. Discovery
A call to understand your business, the tasks you want to hand over, current volumes, tools and pain points. There is no obligation at this stage.
2. Scope
A written scope describing the tasks, what is excluded, the systems and access needed, coverage hours, escalation contacts and how we will measure success.
3. Onboarding
Access is set up with individual accounts. We document each procedure with your team, train on your systems and run a supervised start with close feedback.
4. Delivery
Your dedicated team works through requests in agreed channels, following the documented procedures and escalating anything outside them.
5. Review
Regular check-ins on volume, turnaround, quality findings and feedback. Procedures are updated as your business changes.
Let’s Build a Better Back Office Together.
Tell us about the work you would like to hand over. We will review it with you and propose a practical starting point.