The Advysor Experience
How You Become
Our New Partner
When interviewing & vetting our team, services & methodologies, here are the different steps businesses can expect to go through before formalizing a partnership and finalizing paperwork – all of which should take, from discovery call completion to finalizing an engagement letter, around 1-2 weeks on average (pending setbacks on the prospects’ end).
Step
Discovery
Within 24 hours of when we're put in touch, our Head of Sales will reach out to prioritize the scheduling of an initial discovery call (ZOOM or in-person meeting; whichever is preferred).
Step
System & Document Access
After the discovery call, you'll receive detailed instructions of how to give our team access to your accounting system & secure links to upload/share documents for our review.
Step
Due Diligence
Once we've completed the initial discovery and confirmed access to the accounting records, our team will review the books/files to determine the full scope of work required.
Step
Proposal Build & Review
Once we've outlined the required, custom scope of work (and costs associated) based on due diligence & discovery, we will schedule another meeting to review the proposal all together.
Step
Engagement Letter Review
Once proposal details (scope/costs) are finalized, we then send over an engagement letter with all legal, T&C details, along with your custom scope/fees from the proposal.
Step
Engagement Signed & Onboarding Kickoff
When auto-notified that an engagement letter is e-signed (with payment info verified), we then schedule an initial kickoff call and send over all onboarding instructions/checklists.
Let's Get
Started!
Reach out to schedule a free, introductory discovery call today.