Initial Contact and Needs Assessment:

Understand the client's business needs, challenges, and objectives.

Determine the scope of services required.

Proposal and Agreement:

Provide a detailed proposal outlining the scope of services, timelines, costs, and deliverables.

Negotiate terms and finalize the service agreement or contract.

Onboarding Kick-off Meeting: (Sales, Recruitment & Operations)

Schedule a kick-off meeting with key stakeholders from both sides.

Establish communication protocols and points of contact.

Detailed Discovery and Process Mapping:

Conduct a thorough discovery session to understand the client's current processes.

Map out the processes to be outsourced, identifying any specific requirements or customizations needed.

Technology Setup and Integration: (IT & Ops)

Determine technology and software requirements.

Set up and integrate necessary systems, ensuring data security and compliance.

Legal and Compliance Checks: (Legal & Ops)

Review and ensure compliance with relevant laws and industry regulations.

Sign non-disclosure agreements (NDAs) and other compliance documents.

Team Assignment and Training: (Recruitment & Ops)

Assign a dedicated team to the client's account.

Train the team on the client's processes, culture, and expectations.

Service Level Agreements (SLAs) and Key Performance Indicators (KPIs): (Ops)

Establish SLAs and KPIs to measure service performance and quality.

Ensure both parties agree on these metrics.

Communication Plan: (Ops)

Set up regular meeting schedules for updates, reviews, and feedback.

Establish a clear escalation path for any issues or concerns.

Documentation: (Ops)

Provide detailed documentation of processes, protocols, and guidelines.

Ensure both parties have access to necessary documents and resources.

Trial Period: (Ops)

Implement a trial period to test processes and workflows.

Make necessary adjustments based on feedback.

Performance Review and Feedback: (Ops)

Conduct an initial performance review against SLAs and KPIs.

Discuss any areas for improvement and plan for adjustments.

Ongoing Support and Relationship Management: (Ops & Sales)

Provide ongoing support and account management.

Continuously look for opportunities to optimize and improve services.

Regular Reporting and Reviews: (Ops)

Implement a schedule for regular reporting on performance, challenges, and successes.

Conduct periodic strategic reviews to align services with evolving client needs.

Seek Feedback for Improvement: (Sales & Ops)

Regularly solicit feedback from the client on service delivery and satisfaction.

Implement a continuous improvement plan to address feedback and enhance services.