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Our Onboarding Process
01
GET CLEAR
We begin with a short conversation to understand where you are, what feels heavy, and what kind of support would be most helpful.
02
SET THE FOUNDATION
We confirm your support level, outline priorities, and establish clear communication and workflows. Access to tools and systems is set up so support can run smoothly.
03
PUT STRUCTURE IN PLACE
Tasks, processes, and systems are organized in a way that makes sense for how you work. Nothing lives only in your head anymore.
04
ONGOING SUPPORT
Support becomes part of your day-to-day. We stay aligned, adjust as needed, and keep things moving consistently so you can focus on what matters most.
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