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Protecting You, Your Business & Your Family - EVERY MOVE MATTERS!

 
 

Getting Started and Our Process


Whenever you work with a new company, there are questions that come up about how you do business and what your procedures are.     Here is what you can expect with our Engagement Process:

 

 Step 1 - Pre-Engagement Assessment 

Prior to starting any engagement, we do an in-depth review of your current situation, your needs and then filter that information against our solutions modules.   The outcome of this Assessment is a report that we will then present to you. This report will includes, our findings, recommendations, expected outcomes, estimated pricing and forecasted delivery times.

Step 2 - Assessment Presentation and Preliminary Plan Meeting

 

We will share our report with you and discuss any questions you might have.  You then make your decision.   If you decide to proceed with all or just some of the recommendations, together we will then formulate a tailored a final Statement of Work (SOW) that will be incorporated into the final Engagement Agreement.

Step 3 - Engagement

 

Your endorsement of the Engagement Agreement will officially initiate our services.

 

Billing

Hourly contracts: we bill in quarter hour increments. Members of our team may bill at slightly different rates, and there are different rates for work performed onsite versus offsite. All of the terms will be made clear before work has begun so there are no surprises.

Monthly contracts: We will work with you to build the list of tasks to be executed on a monthly basis and what the fixed cost of that contract will be. Work performed above and beyond what is agreed upon in the monthly contract is treated as hourly and will be billed at previously agreed upon billing rates.

You will receive an invoice at the beginning of the month for hourly work that was done in the previous month and the fees associated with monthly administrative contracts for the month ahead, where applicable. Payment terms are net 30.

GET STARTED WORKING WITH US

If you’re ready to take the next step, let’s schedule an introductory call or meeting.    We’ll talk about your business and you can see if you like our approach E-mail info@grcrpartners.com

 

 


 

 

 

 

 

 

 

 

 


 
 

 

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