The Process
​Each client engagement is unique, and timelines or procedures may vary based on scope and operational requirements. We recognize the importance of time and efficiency; if both parties are prepared to proceed ahead of schedule, we advance accordingly to maintain momentum and ensure continuity of service. The following represents our standard process.
1
Initial Contact
​Submit a brief inquiry or reach out directly, and our team will respond within one business day to schedule an introduction. We aim to make initial coordination simple and respectful of your time.
2
​Discovery
A 30-minute discovery call helps us understand your operations, trade routes, compliance needs and more. Within 24 hours, you’ll receive a summary and our preliminary recommendations.
3
​Proposal
​Within 2–3 business days after discovery, we deliver a tailored proposal outlining scope, deliverables, and transparent pricing. You’ll have a clear view of the process, costs, and expected results before moving forward.
4
​Onboarding
​Once approved, onboarding begins immediately and typically takes 3–5 business days, depending on document complexity. During this phase, we assign your dedicated point of contact and finalize the operational workflow.
5
​Execution
​With all systems in place, we manage your compliance and trade processes according to the agreed scope. Most engagements begin producing measurable results within 2–4 weeks, with regular progress updates throughout.
6
​Review & Continuity
​At completion, we conduct a concise review meeting (10–30 minutes) to ensure full satisfaction and outline next steps. Many clients continue with ongoing compliance oversight or scheduled reviews for consistency and peace of mind.