#client onboarding processes

[kopfconsulting]

Networking and overcoming introversion led to a key business discovery: the power of systems and processes. Learn how mapping workflows can streamline operations, reduce bottlenecks, and optimize your business for success.

[unisonglobususa]

Outsourcing tax preparation can be a strategic move to enhance efficiency, reduce costs, and focus on core business operations. At Unison Globus, we offer comprehensive, outsourcing solutions tailored to CPA and accounting firms’ needs. Here’s a detailed guide to our step-by-step process for outsourcing tax preparation services to Unison Globus. Explore our flexible outsourcing models, expert onboarding process, and tips for a hassle-free experience tailored to CPAs and accounting firms. 

[mylegalsoftwareblog]

Client & Matter Intake Automation for Law Firms

Streamline your law firm’s client onboarding and case intake with advanced automation tools. This guide from My Legal Software explores how automated intake systems save time, reduce errors, and improve client experience—helping your firm operate more efficiently and grow faster.

Read more:- https://mylegalsoftware.com/client-and-matter-intake-automation/

[vampirecatprince]

I have a tentative job offer for a Secretary position!!!

I had a sudden interview and ended up doing a Secretarial assessment yesterday as well and I'm trying not to be super anxious about everything, just because I care so much about doing this right?

But I'm having a little bit of an anxiety spiral about it?

I ended up having to email the recruiter like three times yesterday in the course of a half an hour because I didn't think that I had a program on my computer, then it turns out that I did, and then just I ended up sending them the files even if I wasn't necessarily sure if that's how they wanted them?... and I just hope that the files and screenshots I sent in are good enough? And even though all of my replies are very clear, short, polite, and business like I'm still concerned that I might have come across as clingy or obnoxious and ruined my chances.... And, I'm anxious about a lot of semantics that were in the secretarial test too. I was confused about one question and another one I was unsure on another because of how it was worded but I inferred and I tried to do my absolute best. (I swear they were telling me to make a 2x4 table but giving me data for a 4x4? I just went ahead and made a 4x4 just so that the table would have all of the info the were requesting? Maybe they meant 2x4 in the fact that data that wasn't labels was only 2x4? I don't know man.)

But, there was really only one thing in there that I didn't know how to do. The rest is just me being anxious about semantics and over-communication (and making sure that all of what I did is showing up for them because I had to use Google Docs to make the various items instead of Word and I'm concerned about compatibility issues with a few select things....) and I know I'm overthinking and spiraling a bit, but I'm just stuck waiting. I been waiting since about 3 pm yesterday and I keep reminding myself that it was towards the end of their work day and that this onboarding process is going to take a long time and that office emails and the like can take a little while to get back and forth and they need to talk to people and show them my hiring assessment and again there was only one thing that I did not know how to do and the rest of my concerns are all semantics and compatibility issues but what if that's enough to ding me enough points that I fail the assessment and just... OOUGH-

[ranjith11]

How a standardized Client Onboarding Process works | Standardized Client Onboarding Process

Do you want to know how a systemised onboarding process of clients can be beneficial to your business? In this comprehensive video, we delve into the world of accounting client onboarding. Discover how to seamlessly integrate the Standardized Client Onboarding Process into your accounting practice. From efficient practices to successful communication plans, we cover it all. Join us to enhance your client integration process and elevate your accounting onboarding game.

[oh-dameron]

So it's established that if MB tries to upload itself into ship hardware it has a Bad Time™. And we've also seen that ART can split off an iteration of itself that can run on whatever super high-tech they've managed to fit in a fairly-compact drone. And the kernel that MB restored it from was hidden in the galley "in a data storage area hidden in a layer under the usual space for food production formulas." Which. If I understand correctly, ART isn't doing Star Trek food replication, this is just a recipe database and MB is describing it like a weirdo who doesn't eat human food (which it is). So ART can fit a compressed copy of its kernel into the spare room in its recipe data storage. Even if every recipe had a high-definition video tutorial the storage can't be that big. Not by MB's standards, who was designed to download and process thousands of hours of surveillance footage, copy proprietary client databases, all that jazz.

So: if (for example) something catastrophic were to happen to ART's ship-body (solar flare caused an EMP like in one of MB's shows and it's destroying everything electrical? Got clipped by an asteroid and is now hurtling towards a star? Picked a fight with a bigger gunship?) could ART download a copy of itself to either be kept dormant/safe in MB's onboard storage or to actually run on its hardware?

And later, when they've got ART a new body to inhabit (after there are hijinks on a planet, naturally, and they work out how to share space and ART hilariously eats shit the first time it tries walking, and reassure the humans that ART isn't dead, and Iris super breaches the no-hugging clause but MB lets it go just this once because ART has never had the experience of hugging its sister before but this is one time only, understand? and ART also gets to experience being dumped firmly into the back seat when combat happens (cool) and also gets to experience being shot (markedly less cool) and they fight over the pain sensor like an old married couple with a thermostat), how easy would it be to transfer it back out cleanly if it's gotten all up in MB's organic neural tissue? Especially once ART works out that it's expandable and elastic (almost makes up for these rickety processors! Almost.)?

[12freddofrogs]

SecUnit portrayals in media, ranked from most realistic to least.

To Amena. Subject: Media watchnight recommendations (under requested parameters) Note: None of these are good and I can recommend many better suggestions without SecUnits.

Hunt for the Rain Opal

Premise:  Adventure/heist

A group of ragtag human explorers are trying to find an ancient gem rumoured to grant wishes. The protagonists have the only map, but a corporate also on the hunt for the gem has claimed the entire site (without telling her superiors the real reason) and is searching.

Corporation has multiple SecUnits on patrol. The writers have clearly done research, as on-screen SecUnits are noted with the correct type of weapon systems, accurate patrol routines, and reasonable armour despite clearly being human actors. The scene where one of the heroes accidentally wanders into a Security Ready Room and five SecUnits are revealed to be in the cubicles is mostly realistic, although likely she would not escape as easily.

Magic wish-granting gems are not usually cargo protected by SecUnits but then (a) the corporation as a whole was unaware of the gem, just the evil supervisor, and the site itself was believable; and (b) I honestly don’t know half the stuff I have been contracted to protect. The SecUnits are not rogue, merely employed by a corporate, and as such act entirely believably.

2.  RihaniLane Street

Premise: The interrelated lives of people who work along a specific station ring geographical location.

The main story is unrelated to SecUnits, but the third season arc includes a mysterious stranger who is friends with a ComfortUnit. After one of the ComfortUnit’s clients breaks its fingers, the mysterious stranger follows the client home and murders him, revealing itself to be a SecUnit.

Points are given to the show for it being made explicit that the SecUnit is not visiting ComfortUnit for sexual interactions, but that it thinks its specific ComfortUnit friend is the only being on the station that can carry a conversation. Reasonable, but the SecUnit clearly did not try to talk to the dressmaker character who is also excellent.

(spoilers) ComfortUnit is eventually killed in an unpreventable accident, and SecUnit decided to murder every human character on the station in retaliation (reasons not strictly clear other than that murdering is the default state of all SecUnits, but this is also clearly emotional-based and one of very few shows that uses SecUnits as a character, even a villain, instead of a prop).

(Note: Cannot watch this onboard Perihelion. After the SecUnit was defeated and blown into pieces, ART spent eight minutes with 79.25 % of its processing ‘running diagnostics’ and briefly lost control of some temperature gauges, which was unfortunate as Turi was attempting to shower. I have had to finish the following seasons off-ship.)

Also, the show had the SecUnit’s eyes turn red whenever it killed anyone. Unrealistic but it looked very cool.

3. Valorous Defenders

Premise:  Daily life on a planetary-defence-ship.

Mostly a good show. The SecUnit arc started at episode 27 through to 41, in which planetary government decided to hire better security (after a previous arc had involved several children being taken hostage in order to force the ship’s captain to allow an enemy territory temporary access to a planet’s resource-rich locations).

The first two episodes of the SecUnits on ships were realistic. One of the characters admitted she was creeped out by them while walking past; the SecUnit’s head tilted slightly to watch her and she apologised, sounding genuine. SecUnits do not react to such comments and also people do not genuinely apologise.

Also introduces phrases such as “I am functioning optimally,” which are unlikely to be in a buffer.

A SecUnit inevitably goes rogue. Unclear if it had been rogue for a while and was just waiting for an opportunity to attack? Planetary government comes to the ship to see how new security is working. SecUnit proceeds to free/hack other SecUnits and they take crew/government hostage.  Story climax is them taking over the ship while only a handful of the human protagonists are still free.

Earlier episodes established the fleet had specific unrealistic hand weapons that at highest level can drill through rock easily, so it is acceptable that single shots to the chestplate would kill the attacking SecUnits. I am less accepting of why the SecUnits continued the same technique of charging down the hall when it was plainly obvious that the human heroes were able to do this. There were better strategies.

However, the final fight scene between the original rogue-SecUnit and the remaining crew was excellent. The cinematography of the shattered armour worked very well.

4. Child’s View  

Premise: A young girl witnesses a crime, and her family has to protect her when the criminals come after her.

The crime lord is able to hire SecUnits, which are portrayed by humanform bots.  I did not realise they were meant to be SecUnits until three episodes after they were revealed (admittedly, the characters did not know what they were either).

The actual actions/buffer phrases were accurate. This makes it more annoying as it means the writers did detailed research and still decided on humanform bots.

The show does get points for the competency of the parents and older children.

5. The Wilted Trees  

Premise:  Irrelevant.

In the second episode the doctor has sex with what is implied to be a human bodyguard, but is revealed at the end of the episode to be a SecUnit. This is anatomically impossible and also no SecUnit would be interested.

(Bodyguard/SecUnit was also shown eating food that same episode. Also impossible and gross.)

I deleted it from my storage and if you decide to watch it you will have to search it yourself as I will not help you find it.

REPLY:  AMENA             Is there anything when you’re not supposed to cheer when the SecUnits die? SECUNIT:             …             In Medics of The Station the SecUnits are non-rogue and are trying to defend their hospital when the villains kill them all to take the humans hostage. This is considered a concern as it shows how dangerous the villain is and how much trouble the humans are in. The SecUnits were only in the serial for a few minutes of the first episode and I did not think it counted as what you requested. AMENA:             Right.             Okay. You said you had other, good media recommendations. What do you suggest? SECUNIT:             File: recommended media (92 suggestions) AMENA:             I know you probably can make that list that fast but I’m pretty sure you just had it ready.                       You’re joining us for media night tomorrow, right? SECUNIT:             Maybe. AMENA:             We’ll make sure there’s a separate chair not touching anyone saved for you.

[ms-demeanor]

So the thing with my job is that we're three companies in a trenchcoat. What happened is that a couple of very wealthy guys who used to work in tech decided they were going to buy up companies and mash them together into a bigger company, which is a not-uncommon way to grow MSPs.

We're going to call the first company the Fluffy Bunnies. They were a very stable, white-glove-service MSP with 10 employees serving 30 high-end clients in San Francisco. They have existed for 16 years but got bought out two years ago.

The second company are the Scrappy Mutts. They were acquired about a year ago. They were a moderately stable group handling around 90 medium and small clients in orange county and san diego, they had 7 employees.

The third company, my company, are the Strangled Bats, and were acquired seven months ago. We were a sinking ship with 5 employees handling 185 medium and small clients and one very big client in Los Angeles.

I'm going to call our current company Frankenstein Inc (FI).

All but two of the Scrappy Mutts have left FI. So when we are talking about people who are "familiar" with the 90 clients from that group, it is one tech and one office admin. We have lost a few clients from that group because when FI took over, the service level changed (turns out the previous owner was providing a lot of free services and free computers, which FI will not and should not do).

All but one of the level three techs from the Fluffy Bunnies have left FI. We have several level two techs from the Fluffy Bunnies still on the team, and they make our white-glove, tier-1 san francisco clients feel very well cared for but there's no real account management going on. We have several big clients from this group who are shaky.

Nobody from the Strangled Bats has bounced. None of our clients have bounced. Gary not only trained us to suffer, he trained our clients to actually pay for their services.

Initially, one of the owner/investors of FI was the CEO. When he brought on the Fluffy Bunnies, he told them they were going to be the leadership and guidance for the company. He told them how he wanted the finances handled and set rules for some procedures. When FI merged the Fluffy Bunnies and the Scrappy Mutts, the Fluffy Bunny management had to scramble to figure out how to distribute workload when they quadrupled the size of their customer base and had to figure out how to merge contracts from the Scrappy Mutt clients to their system. This did not go well.

Because that didn't go well, the CEO hired a Professional Services VP and later a Project Manager. The PS VP got fired about a month after the Strangled Bats came onboard, and the Project Manager had only been there for a month at that point.

About a month after his VP was fired, the project manager looked at what a tire fire the acquisition of the Scrappy Mutts and the Strangled Bats was, and started organizing an acquisition process that we are putting in place for the next acquisition, because the owner/investors very much want to keep acquiring other companies.

Since the Strangled Bats have come onboard, ticket distribution has been shot to shit and MOST clients are unhappy with how we're meeting SLAs.

Because of this, the owner/CEO hired two outside execs, one of whom is a CEO with fortune 100 experience to replace him. These two execs have now been at the company long enough to flip on a lightswitch and see the cockroaches scrambling around.

The Fluffy Bunnies are middle management. They want things to move smoothly and customers to be happy. They are more concerned with service outcomes and dropping everything to make clients happy than they are with stability. The Fluffy Bunny response to the cockroaches is to say "yes that is quite unpleasant but we must overlook that for the moment to make sure our customers feel seen." The Scrappy Mutt reaction to the cockroaches is to go "yes, those do seem to be squirmy things, but I am currently chasing this tennis ball (being run ragged by being the only one who really knows 90 clients)". The Strangled Bat response is "yeah okay I eat cockroaches I guess I can grab those and do everything else" because we have been forced to do exactly that.

I thought I was signing on to a company where I'd get to be a Fluffy Bunny or at least a Scrappy Mutt. I am tired of being a Strangled Bat. But if I can't be a Fluffy Bunny then I can at least take care of the cockroaches because the Fluffy Bunnies are pretending they aren't there and they're busy chewing through our cables.

The new exec team doesn't want us to be fluffy bunnies or scrappy mutts or strangled bats working together at Frankenstein Inc, they want us to be normal human employees of a normal human company that is one company with one set of standards and one way of doing things instead of three companies in a trenchcoat. They are in the process of putting these standards into place, and the friction I am experiencing comes from techs on the ground chafing against change, but it ALSO comes from Fluffy Bunny management.

We have one fluffy bunny who is very hesitant to make decisive action and who doesn't want to bother the CEO. The issue is that they are the main interface with the CEO and I report directly to this person. The CEO is my grandboss and if I reach out to him directly I'm overstepping. This fluffy bunny is a yes-man who gets things done by working 70-80 hours a week instead of escalating or delegating and is unlikely to initiate change when it comes to things like "we need to have a drastic reassessment of how we document the hardware we've sold." The OTHER fluffy bunny manager is supposed to be doing service assignments and wants to be a manager, but does not like being told to act more professional, or working one weekend a month, and when you ask this manager for help the response you get is frequently "I don't care" or "ask the other bunny." I don't report directly to this person, but they have oversight over my tickets and can assign me to projects.

I don't want my outlook on the new execs to be too rosy, but it's such a tremendous relief that other people can see the cockroaches and understand that they need to be addressed. I do genuinely believe that the new execs are looking to promote based on how the team responds to the changes they're implementing, and how people tackle the issues that are coming to light, but they're still business dudes in a business setting and there's every possibility that I could work like crazy until my next review and get a "Great Job" sticker and a cost of living raise (which, hey, still better than Gary, but not good enough to set myself on fire for). Given that these guys have been the only ones to put their money where their mouth is in regard to my employment situation (new CEO is why I got my raise, and because I was making so little before it's still not a huge dollar amount but it was a 15% raise which is not nothing) I'm inclined to trust them at least a little. Buuuuuuut I'm also definitely documenting all the shit that I'm doing and I'm maybe also starting a separate document of when I needed something from fluffy bunny management and ran into a brick wall, because the exec team is very firm that i need to escalate through the bunnies.

I will say, if there's anything on our side, it's inertia. Changing MSPs is a huge giant miserable headache so it takes a lot for a customer to bail on us and we do have a solid customer base. Now we just need to make sure none of their goddamned servers implode because the fucking fluffy bunnies configured RAID 5 with no spares because "my fucking server blew up and you didn't have any plan in place to keep me up and running" is absolutely a reason that companies will drop MSPs.

_____________________

The whole server drive situation was because I was trying to wrangle bunnies; it fell into my lap before my pay raise and title change and after that (and the raid 5 panic) I couldn't get bunnies to escalate it or take it seriously and had to start dragging bats into the mix. The CEO has been very clear that this shit is a cockroach and needs to get handled but I'm not supposed to go around my bunny manager to alert him to cockroaches. My bunny manager's response to the fact that the server was RAID 10 (which was checked and confirmed by a bat) was "Wow that's so funny, I wonder why the system was reporting it wrong in the first place? That's some pressure off, huh?" and that's why I was losing my shit yesterday.

[separatist-apologist]

my favorite management experience is conducting a phone interview where i outline the exact specifications of the job AND the pay rate and ask, "is this what you expected?" before moving forward toward an in-person interview.

and then conducting an in-person interview that is 45 minutes to an hour long where i am very upfront about the job and the pay AGAIN, and clarify that this is what they are looking for.

followed by an onboarding process in which they receive six weeks of training (or longer if they feel unprepared and want more training to work individually with people).

only for staff to turn around and tell me they don't want to do this job, and fight me tooth and nail to have a job that isn't client facing.

[karinadele]

Budget Walmart Medic

Ratchet x Reader

ch6

Short form

Prev (AO3)

Short Form (Tumblr)

• He's never seen a signal like this. It blared in flashing red as if it was a warning for something catastrophic to happen. Yet something oddly familiar. It felt like deja vu. He desperately attempted to decipher the frequency as he made his way back to the human.

• Honesty is the best policy right? You haven't lied since being an adult, locking your past away and turning a new leaf. But in this moment, you could almost excuse it. A pair of glaring yet -is that worry? Optics stare right at you. He cradled you in his hands yet spouting absolutely nothing but profanity. Ironic it wasn't even a day ago he was the one telling you that you swore that much.

• "uh" With a small sigh you start to speak. A half truth will have to do. "yeah. I touched it." But you actively leave out the fact you snorted it. You could see him opening his mouth to protest something, but quickly shut it not long after.

• The frequency ringing in his audials have start to fade. If that's any indication of anything, it means the worst has passed. Ratchet didn't know why it bothered him so much, most likely it was just because medics are always high strung and always on alert.

• You two argue again, back and forth with Ratchet reprimanding you about how dangerous that was, and you shooting back that he only met you because you're always getting into things. Eventually he kicks you out the cave as you're banned from energon in whole, and he needed to excavate the raw crystals.

• It was only when you had a chance for yourself that you thought about it. How tf are you guys gonna process it?? Your place isn't small by any means, but even a house would be too small for him to even stick his head through the doors?? You're starting to really regret not shoving him into Raf's little hands and making it his problem.

• Ratchet emerges moments later while you're deep in thought wondering why they couldn't just contact each others or whatever the "harbinger" was. You were going to ask him about it until you realize he wasn't holding anything. "Where's the energon?" you ask him.

• On the way back, he explained that there's some sort of 'subspace' something like a blackhole that just disintegrates materialistic objects and can yank it back out in whole? You also learn some terminology of the cybertronian anatomy, things like hands are servos, feet are pedes, and a bunch of other things you've definitely have forgotten. But the one thing you did remember, was that they weren't able to contact the rest of the team as the Decepticons were keeping tabs on their communications.

• ? Wouldn't the right course of action is to just jam the communications? Ratchet scoffed at the idea. "You? Jamming alien Decepticon technology?" You argue with him that if they can't do anything server side, then at least try on the client side? If you can't smash their LAN room, (or whatever equivalent of it) then at least encrypt the messages they send? or hell, encrypt and distribute packets through other IPs, -or whatever their version of the internet is. A decentralized message.

• Ratchet is not onboard. One single one step and their cover could be totally blown. The cons can easily decrypt human encryption, after all, its extremely primitive. But you're determined. Where is this ego coming from? It's not ego, its sheer will and stubbornness to back down.

• You two pull up back into the garage. And with still no way of refining energon, Ratchet still has not been able to refuel. He tells you he'll just shut down and you're instantly thrown into a panic. That is until he explains it's just the equivalent of going to sleep, or recharge. So much for your unintended sympathetic nervous system running overtime. All this time you thought he was trying to die. Regardless, you hatch a plan. At this rate he will die if he doesn't get some sustenance into him. Without any other connections, your best bet was to contact Raf and that black and yellow muscle car.

• It wasn't until the human has left him alone and returned to her apartment that Ratchet realized what nagging frequency humming in his audials were. It was a life signal. Almost throwing him for a loop nearly smacking the celling half transformed. Not unlike that time Cliffjumper's life signal came back online from the dark energon. But oh so faint almost like the spark was holding on for dear life. "...How...? In a human? From merely touching energon?"

Next (AO3)

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[severedfromthesource]

Long time lurker, on and off contributor to the resus community. Most likely will focus on writing and reblogging stuff I like. Also bashing AI "art" if you use image generators or chatgpt writes for you I don't like you.

He/Him. My work will likely waffle back and forth between M/F, M/M, F/F, and probably putting my fandom blorbos into cardiac arrest.

Not looking to meet up or for RP with randos (if we’re friends maybe)

Focusing on dark cardiophilia and resus, super not into underage characters or actual resus so please keep it to yourself. Also not looking to trade videos, if you can afford to support creators you should.

See you guys around 🫡

Stories I’ve written under the cut

My writing for your perusal ya filthy animal

Weightless (M/M suffocation+ resus) 🛰️ Yui and Cohl are exploring an abandoned space station when Yui’s suit has an oxygen malfunction. Cohl has to resuscitate him in zero g.

Vampire’s Kiss (F/F NSFW resus) 🧛‍♀️

Catarina and Angelique play a game- the vampire stops her heart and has her way with her while bringing her back.

Vampire’s Gift (F/M NSFW resus 🎁 )

Angelique grabs an unsuspecting human to let Catarina play with and be the hero for once, resuscitating a perfumer who’s caught her eye.

Brush With An Angel (F/F drowning+hip lift rescue breathing+resus+victim POV) 🧛🏊

Catarina has grown tired of life and decided to try and end it all. Instead she gets brought back by a mysterious bystander who shows her something that might be worth living for. (Prequel)

Heart of the Forge (M/M stething+seizure+resus) 🚂

The world is unsafe everywhere but the train the Pennydurren, and it’s up to Adam to keep it running. As a Forge, his heart powers the train, and Tav, his Keeper, makes sure his heart stays in order. But when an uprising threatens Adam’s life and the entirety of the train, Tav has to save him and everyone else onboard.

The Ghoul and the Lone Wanderer (F/M aspirating+resus) 🧟‍♂️

Cooper’s bounty has too much to drink during her spiral after leaving the Vault- he has to get her breathing again, and maybe reignite his own wounded heart in the process.

Roles Reversed (F/F drowning + mildly NSFW resus) 👸🗡️

Dyonisia is sworn to protect Princess Euphemia. But when she takes a tumble into a freezing river, it's the good hearted Princess who has to save her.

Bite Back (F/M zombie bite+seizure+resus) 🧠🧟

Elijah is an EMT during a zombie outbreak, trying to keep his girlfriend Luffy alive. Or at least stop her from staying undead. When she ends up infecting him as well, his partner Jonas is running against the clock to save them both.

Androids and Electric Sheep (F/M NSFW+stething+resus+NSFW resus) 🤖🫀

Ren is a "comfort" android, coming in for a routine checkup and to get help for the unusual bug she's experiencing- whenever a client finishes inside her, her aether pump goes haywire. The only way to test this theory is, well... testing it.

A Warlord's Duty 🧌🫄🏻 (F/M/M+pregnancy+resus)

Splitter's newest captive is a pregnant elf with a bad heart. When she goes into cardiac arrest, it's up to the warlord and the slave's mate to save her and her child both.

A Warlord’s Warmth (F/M/M+pregnancy+bradycardia+NSFW+lactation)

Cira’s heart is beating too slowly due to the winter weather. Splitter and Zulin have to keep it beating, and maybe find ways to keep them all warm…

A Warlord's Honor (F/M/M+poisoning+resus+inter cardiac massage)

Splitter's clan says the fight is fair, even in the event of a poisoning. Zulin and Cira disagree, and will go to any length to save the orc they've come to care about.

[femmefatalevibe]

Hey, I saw that you're a copywriter. I'm in the process of doing reach outs. Is there any advice you could perhaps give me?

Hi love! I would say to keep the following in mind:

Have all your materials (portfolio, website, clips, LinkedIn, rate card, etc.) neatly packaged and easy to browse through

Define your USP and core specialties/services. Why would a prospective client hire you specifically? What makes your expertise, experiences, offerings, etc. the perfect fit for their needs?

Have an elevator pitch/intro in every reach out to humanize yourself and share your unique value-add

Tailor every pitch and use it as a chance to position yourself as the solution to their business needs/pain points (this can range from having a niche/specialty that aligns with their needs, such as experience writing tech-focused email copy, or offering them a greater business need like brand awareness to a specific market)

Research, research, research –– about the business/client/contact you're reaching out to, their existing marketing materials/press mentions/social feeds, general knowledge of the industry, etc.

Have an onboarding/workflow process for every project. Be prepared to share a general overview of how you work in a discovery call

Ask for a discovery call at the end of our every reach-out message

Know your rates and turnaround times/rush rates ahead of time

For any discovery call, always be prepared to run the show/ask questions that will help you better understand their needs/business/personalities and work style

Hope this helps xx

[bu1lwaypro]

Bullwaypro.com review Registration

When choosing a forex broker, the biggest concern is always trust. Nobody wants to deposit funds into a platform only to discover withdrawal issues, shady practices, or poor regulation. That’s why we take a deep dive into every key aspect of a broker to see whether it’s legitimate or just another name in a long list of unreliable platforms.

Today, we’re looking at Bullwaypro.com review—a forex broker that has been gaining attention in the trading community. With a high Trustpilot rating, FCA regulation, and thousands of users, it certainly has some strong points. But does it truly hold up under scrutiny?

Let’s break it down step by step and find out.

Bullwaypro.com Registration Review: Quick and Easy Sign-Up Process

The registration process for Bullwaypro.com reviews is straightforward and efficient. Here’s how it works:

Locate the registration button in the upper right corner of the website.

Enter your personal data, ensuring accuracy for verification.

Wait for a manager to process the provided information.

Once verified, registration is successfully completed.

This structured approach suggests a secure onboarding process, where user information is checked before full access is granted. It’s a good sign—brokers who take verification seriously are often more reliable and compliant with financial regulations. Would you like details on the verification requirements or account setup next? ​

Bullwaypro.com – Establishment and Domain Registration Date

When assessing the legitimacy of a forex broker, one of the first things to check is whether the domain registration date aligns with the brand’s establishment date. If a broker claims to be operating for several years but its domain was only recently registered, that’s a red flag. So, how does Bullwaypro.com reviews measure up?

The company was established in 2022, and the domain bullwaypro.com review was registered on November 11, 2021. That means the domain was secured before the company officially started operating, which is a positive indicator. It suggests the brand was not hastily set up overnight but rather planned in advance.

Why is this important? Well, scam brokers often buy domains right before launching, making it easier to disappear without a trace. Bullwaypro, on the other hand, took steps ahead of time, likely to secure its brand identity and online presence early on. That’s a sign of long-term intentions, rather than a short-lived, fly-by-night operation.

This looks like a good argument in favor of legitimacy. What aspect should we analyze next?

Bullwaypro.com – Strong Regulatory Oversight

When it comes to forex trading, regulation is one of the most critical aspects that separate trusted brokers from potential scams. A regulated broker is subject to strict financial laws, regular audits, and capital requirements. So, what kind of regulatory status does Bullwaypro.com reviews have?

This broker operates under the oversight of the FCA (Financial Conduct Authority)—one of the most respected and stringent financial regulators in the world. The FCA license is not something a broker can obtain easily; it involves rigorous checks, capital requirements, and compliance with strict operational standards. Only brokers who meet transparency, security, and client protection policies receive this approval.

Why does this matter? Because FCA-regulated brokers are legally required to:

Segregate client funds from company accounts, ensuring traders' money is protected even if the broker faces financial trouble.

Follow fair trading practices, meaning no price manipulation or conflicts of interest.

Be covered by a compensation scheme, which provides an extra layer of security to traders.

We think this is a strong argument in favor of Bullwaypro’s legitimacy. Many brokers operate without regulation or under weak offshore jurisdictions—but here, we see one of the best financial regulators backing this platform.

This definitely adds trust to Bullwaypro.com reviews. What should we analyze next?

Bullwaypro.com – Client Reviews and Reputation

One of the best ways to gauge a broker’s reliability is to look at what actual traders are saying. Scammers tend to have poor ratings, few reviews, and plenty of complaints. But what about Bullwaypro.com reviews?

On Trustpilot, this broker holds an impressive score of 4.4 out of 5, based on 2,995 reviews. That’s a strong indicator of trustworthiness, especially in the forex industry, where traders are quick to leave negative feedback if something goes wrong.

Here’s why this is significant:

A score above 4.0 is already considered very high for brokers, as the industry tends to be highly competitive and filled with mixed experiences.

The sheer number of reviews (2,995) suggests a well-established platform. It’s easy for a scam broker to fake a handful of positive comments, but accumulating thousands of reviews takes consistent service over time.

Out of those, 2,869 reviews (the majority) are rated 4 or 5 stars, meaning most traders are satisfied with their experience.

This definitely looks like a solid argument for legitimacy. A broker with nearly 3,000 reviews and a high rating is unlikely to be a short-term scam. Instead, it suggests that Bullwaypro delivers on its promises and maintains a good relationship with its clients.

Final Verdict: Is Bullwaypro.com review a Legitimate Broker?

After a thorough review, Bullwaypro.comreviews checks all the right boxes when it comes to trust and reliability. The broker is not just another name in the forex industry—it has strong regulatory oversight, positive user feedback, and a well-structured platform. Here’s why we think traders can confidently consider this broker:

✅ Regulation by FCA – One of the most trusted financial regulators, ensuring transparency, security, and fair trading conditions. ✅ Established Track Record – The domain was registered before the company officially launched, showing proper planning and long-term intent. ✅ Excellent User Reviews – With a 4.4 Trustpilot rating and nearly 3,000 reviews, traders are overwhelmingly satisfied with the platform. ✅ Secure Deposits & Fast Withdrawals – No hidden fees, instant processing for most transactions, and reliable payment methods. ✅ User-Friendly Trading Conditions – Multiple account types, fair leverage, and a widely used trading platform. ✅ Accessible Customer Support – Various contact options make it easy for traders to get assistance when needed.

With all these factors in mind, Bullwaypro.com review stands out as a legitimate and well-regulated broker. The combination of FCA oversight, positive reviews, and a transparent operational model makes it a solid choice for both beginner and experienced traders.

Of course, every trader should do their own research and choose a broker that fits their needs, but based on the evidence, Bullwaypro.com reviews appears to be a trustworthy option in the forex market.

[mylegalsoftwareblog]

Essential Law Firm Client Onboarding Checklist

Streamline your law firm’s onboarding process with this practical checklist. From gathering documents to ensuring client satisfaction, this guide helps lawyers create a smooth and professional first impression.

Read more: https://mylegalsoftware.com/law-firm-client-onboarding-checklist/

[altiantg]

Altiantg.com Registration Process

When choosing a broker, one of the first things traders look for is legitimacy. Altiantg.com review presents itself as a reliable platform, but how do we determine whether it’s truly trustworthy? The best way to assess its credibility is by analyzing key factors like licensing, user feedback, trading conditions, and security measures.

How to Register on Altiantg.com: A Complete Walkthrough

Registering on Altiantg.com review follows a slightly different approach compared to many other brokers, as it involves manual verification by a manager. Here’s how the process works:

1. Click on the "About Us" Button

Unlike most brokers that have a dedicated "Sign Up" or "Register" button, Altiantg.com reviews directs users to the "About Us" section for registration. This is an unusual approach, which might indicate that the broker follows a personalized onboarding process.

2. Enter Your Personal Details

You will need to provide your essential information, such as:

Full Name

Email Address

Phone Number

Possibly, additional details like country of residence

3. Wait for Manual Review by a Manager

After submitting your information, the system does not grant immediate access. Instead, a manager manually reviews your application. This step could take some time, but it might also indicate a higher level of security, ensuring that only verified users gain access to the platform.

4. Confirmation and Successful Registration

Once the manager processes your request, you will receive confirmation, and your account will be successfully registered. You may also need to complete additional verification steps, such as KYC (Know Your Customer), depending on the platform’s security policies.

Key Takeaways

Manual review process may take longer than instant registrations but can enhance security.

Unconventional registration method through the “About Us” section instead of a direct sign-up page.

Potential verification steps may be required before gaining full access.

This registration method suggests that Altiantg.com aims to carefully vet its users, which could be seen as an additional security measure. However, it also means that users should be prepared for a slight delay before accessing the platform.

Domain Purchase Date and Brand Establishment

One of the key indicators of a legitimate and trustworthy broker is the relationship between the date the domain was purchased and the date the brand was established. In the case of Altiantg.com reviews, we see a clear and logical progression: the domain was purchased in 2021, which aligns with the brand's establishment date. This is a significant factor because it shows that the brand was properly planned and executed, with the domain secured in advance, which is an indication of a well-organized business.

When we see that the domain purchase precedes or matches the brand's creation date, it signals that the company has been intentional in securing its online identity and infrastructure. It’s not a rushed move, but a calculated effort to establish a stable presence in the online world. This kind of detail suggests a higher level of professionalism, which is important when considering the legitimacy of a broker.

Licensing and Regulation

Another crucial aspect of a legitimate broker is the type of license they hold and the regulatory bodies that oversee their operations. In the case of Altiantg.com reviews, the platform is regulated by the FCA (Financial Conduct Authority), a well-respected and authoritative body in the financial sector.

The FCA is known for its stringent regulatory standards, and brokers who hold this license must adhere to strict rules regarding transparency, fair treatment of clients, and the security of customer funds. This regulation ensures that the broker operates within a legal framework, protecting users from potential fraud or malpractice.

This is a solid argument for the broker's legitimacy. FCA regulation means that Altiantg.com review is monitored by one of the most respected financial authorities globally, which adds a layer of security and trust. For anyone concerned about the safety of their investments or their rights as a customer, knowing that the platform is regulated by such an authority should provide significant peace of mind.

Altiantg.com Trustpilot Reviews

The trustworthiness of Altiantg.com reviews is further supported by its impressive reviews on Trustpilot. With a rating consistently above 4, the platform stands out in a highly competitive market. In fact, high ratings on Trustpilot are often a reflection of a company's credibility and the quality of its service. Altiantg.com review boasts a significant number of reviews, which adds another layer of trustworthiness. It’s one thing to have a high score, but it’s another to have that score backed by a large number of genuine customer experiences.

The volume of positive feedback indicates that many traders are satisfied with the services provided by Altiantg.com reviews. This is a clear sign that the platform is not just a flash in the pan, but rather a well-received, legitimate broker in the trading community. This level of positive customer sentiment is a solid argument in favor of trusting Altiantg.com review.

Final Verdict: Is Altiantg.com review a Legit Broker?

After analyzing the key aspects of Altiantg.com review, we can draw some important conclusions. The broker follows a manual registration process, which could indicate a commitment to security and user verification. However, the lack of publicly available information on its establishment date and domain registration raises some questions.

On the positive side, brokers with strong regulatory backing, positive user reviews, and transparent trading conditions tend to be more trustworthy. If Altiantg.com review meets these criteria, it could be a safe choice. However, potential traders should always conduct thorough research, check the platform’s official documentation, and verify its licensing status before investing.

If you’re considering opening an account, make sure to test the deposit and withdrawal process, customer support efficiency, and trading conditions to ensure they meet your expectations. A cautious and well-informed approach is always the best strategy when choosing a broker.

[brookspayrolleor]

Best EOR Companies by Brookspayroll: Your Global Workforce Partner

In today’s interconnected business landscape, expanding globally isn’t just a goal—it’s a strategic necessity. However, managing international employment, payroll, and compliance can be a complex and time-consuming process. That’s where Employer of Record (EOR) services come in. Among the best EOR companies, Brookspayroll stands out as a trusted and experienced partner for companies seeking seamless global workforce management.

What is an Employer of Record (EOR)?

An Employer of Record (EOR) is a third-party service provider that legally employs your workers on your behalf in a foreign country. This allows your business to:

Hire talent without setting up a local entity

Comply with local labor laws and tax regulations

Manage payroll, benefits, and HR functions efficiently

Essentially, an EOR helps you focus on your business while they handle the backend legal and administrative responsibilities.

Why Brookspayroll is One of the Best EOR Companies

Brookspayroll has earned its reputation as one of the top EOR companies by consistently delivering high-quality, customized, and compliant employment solutions for businesses expanding across borders.

1. Global Reach with Local Expertise

Brookspayroll provides EOR services in over 100 countries, ensuring localized compliance in employment laws, tax regulations, and employee benefits. Their expert network helps you navigate country-specific challenges seamlessly.

2. Speedy Onboarding and Cost Efficiency

Time is money, especially in fast-growing markets. Brookspayroll enables companies to onboard international employees within days, without the cost and hassle of entity setup.

3. End-to-End Payroll and HR Support

From employment contracts and tax withholding to monthly payroll and benefits administration, Brookspayroll manages it all. Their HR and legal teams ensure that your international hires are taken care of with full compliance.

4. Data Security and Technology Integration

Brookspayroll uses secure, cloud-based systems for payroll processing and HR management. Their platform integrates with major HR and ERP systems, providing real-time access to payroll and compliance data.

5. Scalable EOR Solutions for Startups to Enterprises

Whether you’re a startup testing new markets or a large enterprise expanding your global presence, Brookspayroll tailors its EOR solutions to your business size and goals.

Industries That Trust Brookspayroll EOR Services

Brookspayroll serves a diverse range of industries, including:

IT & Technology

Finance & FinTech

E-commerce

Healthcare

Manufacturing

Consulting and Professional Services

How Brookspayroll Helps You Stay Compliant

With ever-evolving labor laws and tax regulations, staying compliant can be daunting. Brookspayroll mitigates risk by:

Drafting locally compliant employment contracts

Managing statutory benefits and contributions

Ensuring timely tax filings and reporting

Handling employee offboarding and legal formalities

Benefits of Choosing Brookspayroll Over Other EOR Companies

✅ Legally compliant hiring across 100+ countries ✅ Transparent pricing and no hidden costs ✅ Local expertise with global infrastructure ✅ Dedicated account managers for every client ✅ Fast, flexible, and scalable employment solutions

Frequently Asked Questions (FAQs)

Q1. What makes Brookspayroll one of the best EOR companies?

Brookspayroll stands out for its global reach, local compliance expertise, fast onboarding, and robust HR support—all tailored to meet client needs.

Q2. Can Brookspayroll help my startup hire internationally?

Yes, Brookspayroll offers scalable EOR services perfect for startups looking to explore international markets without setting up legal entities.

Q3. How long does it take to onboard an employee using Brookspayroll’s EOR service?

Onboarding through Brookspayroll typically takes between 3–7 days, depending on the country and required documentation.

Q4. Is my company liable for compliance issues if I use an EOR?

No. Brookspayroll, as the legal employer, assumes responsibility for compliance, reducing your legal and financial risks.

Q5. How much does Brookspayroll charge for EOR services?

Pricing depends on the country and scope of services. Brookspayroll offers transparent, competitive pricing without hidden fees.

Ready to Expand Globally?

If you're looking to hire international employees without the stress of legal complexities, Brookspayroll is your ideal partner. Recognized as one of the best EOR companies, Brookspayroll makes global employment simple, secure, and scalable.