Our Process

Soaring Together

Soaring Together

Client Journey

CHIRPS CLIENT PATH

Discover

1. Schedule a call

2. Host call (introduce KAI) & complete KYC

3. Mutual assess alignment & needs fit

4. Schedule proposal follow-up call

Proposal

1. Draft initial proposal

2. Meet & review (confirm start date)

3. Make any necessary adjustments

4. Finalize & send Contract

Onboarding

1. Complete the full discovery checklist

2. Setup client software for CRM

3. Review client’s books

4. Assign & introduce bookkeeper

Deliver

1. Execute the work

2. Send financial reports

3. Client meetings & Communication

4. Solve problems & present opportunities

Ready To Simplify Your Business?

Let’s do it!