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OUR CLIENT ONBOARDING + WORKFLOW PROCESS

We handle your daily business processes so you can focus on scaling. We understand the importance of clarity, collaboration, and communication when embarking on any project. Use this guide to effectively engage with our services.

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1

DISCOVERY + QUALIFICATION

The first step in working with us is to schedule an initial consultation. This can be done through our website, email, or phone. During this consultation, we assess your current challenges and goals.

2

PROPOSAL + AGREEMENT

Following the initial consultation, we'll prepare and submit a detailed proposal where we map priorities, clarify deliverables and sign the contract.

3

ONBOARDING + KICKOFF

Confirm deliverables. Walk through tools. Confirm expectations.

4

PROJECT SET-UP + MANAGEMENT

We get to work - setting up tools, launching content and tracking results.

5

COMPLETION + OFFBOARDING

Finalise project, detailed handover or sign off on next contract phase.

Get in Touch

Johannesburg, South Africa

info@proficientobm.com

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Thanks for making contact. We will respond within 24 hours or sooner!

Copyright 2022 - ProficientOBM a division of Triple Fire Holdings (Pty) Ltd

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