Prospects are typically new companies developing a business process for the first time, those who have been struggling with print to mail in-house, and those who feel like a small fish in a big pond with their current vendor. In other words, not getting the attention they need. Below is the typical chronological sequence of events that occur with a new client from setup to automated production.
- Sign a Confidentiality Agreement
- Sign a Business Associate Agreement (if needed)
- Agree on general specifications
We can work with most data formats but have to see an adequate sample to determine just about everything downstream in the process. We will create an FTP directory or send you a browser link to drag and drop. No programmers required.
- Upload via FTP Client
- Upload via secure link
We finalize the services and specifications that will be required to execute your business process. This seems like a lot but can usually be taken care of in one meeting as long as we have a data sample and are communicating with decision-makers.
- Envelope Sets
- Paper Requirements
- Color or B&W?
- Selective Inserts?
- Daily, Monthly, Other?
- How to get best postage?
- How to pay postage?
- Volumes
- Do you want Smart Data?
- Do you want Mail-tracking?
- Do you want Email?
- Do you want Electronic Payment?
- Do you want SMS Texting?
- What are the “Special” exceptions?
A Statement of Work simply explains who is responsible for what and when. This is a partnership and we understand we’re providing a critical service. If a client is not satisfied they can leave at any time with no penalty.
Assuming you’re going to use the web portal only for Administrators we only need a logo. Setup for Electronic Payments will require your company setting up a Merchant Account with First American Payments.
- Provide logo if needed
- Get web portal credentials from StatementOut
- Upload data to Development Server
- Continue until satisfied
- Obtain proprietary stock
- Fund postage escrow
- Transfer to production server and Go Live!
