Onboarding Steps

When you’re ready to move the conversation forward follow these steps:

Step #1 Non-Disclosure Agreement

If you haven't executed this please review, execute and submit, or, contact us with questions. We’re trying to keep our intellectual property just between us.

Step #2 Manager Profile

To prepare the Collection Agreement (Step #3) we need the information from this Manager Profile. So, as soon as we receive this completed profile we’ll send the Collection Agreement for your review

Step #3 Engagement Agreement

This document outlines the terms and conditions of our business relationship. It is protected under the NDA. As soon as we receive your Manager Profile (step #2) we’ll send this for your review and call you for questions.

Step #4 Retainer

Once we’ve agreed on the Collection Agreement (step #3) we’ll send you an invoice for the Retainer.