Steps in the Proven Process

  • Get-to-know-you conversation
  • Who are the right parties to be involved?
  • Are we the right solution?
  • Does the prospect’s needs align with our services?
  • Understand pain points
  • Understand future needs
  • Collect data to complete proforma and create proposal
  • Scope of work defined
  • Every business case is unique — customized solution
  • Pricing defined
  • Overcoming obstacles
  • Send welcome packet
  • Gather necessary documentation (i.e. master SKU list, SOPs, billing profile)
  • Review roles and responsibilities for proposed timeline
  • What can slow down the process?
  • Set standing integration meetings
  • Integration mapping, gathering, and testing
  • Set up custom pack slips and labels
  • Allow 72-96 hours for dock-to-stock
  • Identify any pain points
  • Debrief
  • Allow for advanced notice
  • Review labels
  • Take photos
  • Account management review
  • Debrief
  • Look back at volume, performance, and scope of work changes
  • Look forward at business forecast and changes, pricing changes, and insights
  • Communication between the client and the Beyond team, enhancement opportunities
  • Define and solve issues
  • OTARR (Operations Team After Action Review): deep dive with action items
    • What were the intensions?
    • What happened?
    • What can we learn?
    • What should we do next time?
    • What should we do now?

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