---
title: How do I get started with an outsourcing engagement?
description: Outsourcing engagements begin with a discovery call, then scoping, resource selection, onboarding, and ongoing partnership. Most start in one to two weeks.
---

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# How do I get started with an outsourcing engagement?

## Engagements begin with a discovery call, followed by scoping, resource selection, onboarding, and an ongoing partnership with your account manager.

The process is intentionally simple and takes five steps.

**Step 1: Discovery call.** We listen first. What's the function, what does success look like, what's the volume, and how do you currently get the work done? Around 30 to 45 minutes.

**Step 2: Scoping**. We translate the call into a clear scope, including the function, the part-time or full-time commitment, contract term, tools, and expected output. You receive a written proposal.

**Step 3: Resource selection**. We propose suitable resources from our existing base or source specifically for the role. You review profiles and interview shortlisted resources before deciding.

**Step 4: Onboarding**. We handle the engagement paperwork, employment compliance, and HR induction on our side. You set up the tools, access, and brief the resource on the work itself.

**Step 5: Ongoing partnership**. Your account manager checks in regularly on HR and compliance matters, handles replacement or discipline when needed, and adjusts the engagement at renewal. Day-to-day work direction sits with you.

 

Most engagements start within one to two weeks of scoping.

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