You like what you saw and heard about Dinamis. Now you want to integrate Dinamis into your strategy. What are the next steps? How does this work?

We have a simple, well planned, three step process to position you to grow.

1. Define Your Need and Plan

There are four steps to defining your need and plan.

First, how do you know how many resources you need? The good news is we have been doing this for a decade and have a pretty good idea. Together we will review your total client load and processes and tasks you have.

Second, we work with you to identify the sequence of tasks you wish to have your new team members take over. This includes the processes for these tasks.

Third, we will establish the methods of communication. This could be e-mail or Slack. We will also outline what other tools we will be using like Dropbox, Google Sheets, Team Works, etc.

Finally, our staff will match one of our team members. They will start having reviewing the processes and plan for onboarding.

2. Review and Sign Statement of Work

and our Master Services Agreement

Before we get started we need to get the contracts out of the way. There are two documents that detail the deliverables of our relationship with you.

First, is our Master Services Agreement, or MSA. This document details the contractual and legal agreement governing our relationship.

Accompanying the MSA is our Statement of Work, or SOW. The SOW details resources retained, costs associated, terms, and payment schedule.

3. Onboard

Onboarding begins with sending one process and task at a time to your new team member(s). We review all work by your team to ensure it meets expectations. We address any changes or mistakes and update processes as needed.

These tasks and the frequency that they are completed are set by you.  You can now start enjoying great service at great rates.

It is that simple. We have the privilege of helping firms grow and thrive because of this service. Let us know if we can help you get started. 

Have questions or would like us to guide you through the offshore solution?  Let me know here.

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