Thank you for choosing OBI Services. Below is the definitive, no‑nonsense path from signature to go‑live. Bookmark this page: kb.obi.services/agreement-signed.

1) Invoice & Payment (Gate to Start)

• Who sends it: OBI Accounting (accounting@obi.services)

• When: Within one business day of contract signature

• Terms: Due upon receipt (work starts only after funds clear)

• Accepted methods: Bank transfer, Major Credit Card (upon request), and approved payment links (per your agreement)

• Remittance tip: Email your payment confirmation and invoice number to accounting@obi.services to accelerate matching.

Anti‑fraud notice: We will never change bank details via email. Reach out to your OBI Services' contact before sending funds if you receive new instructions.

2) Book Your Kickoff (30-45 minutes)

Once payment is confirmed, you will receive a meeting invitation at your preferred time.

Who must attend:

• Business owner/decision‑maker/Point of Contact

• Operations lead

• IT/security point person (if data access is involved)

Kickoff agenda (what we will cover):

• Success criteria & KPI baseline

• Scope, SLAs, and change‑request rules

• Workflows, tools, and integrations

• Security & data handling (least‑privilege, 2FA, access logs)

• Communication rhythm & escalation path

• Milestones to pilot and go‑live

We highly recommend the decision‑maker attends. It shortens timelines and prevents rework.

3) Complete the Onboarding Form (10–15 minutes)

You’ll receive a secure link after payment. Please submit before the kickoff.

We will request:

• Company profile & billing contact

• Primary/backup stakeholders and business hours/time zone

• Tool stack (CRM, dialer, helpdesk, data sources)

• Access requirements (accounts, roles, IP allowlists)

• Compliance needs (NDA/DPA, industry specifics)

• Reporting preferences (cadence, format, recipients)

4) Provide Assets & Access

To move fast, prepare these before the kickoff:

• Brand guidelines, tone of voice, and approved templates

• Existing scripts, playbooks, macros, or QA rubrics

• Sample datasets/recordings + definitions of “qualified” outcomes

• Tool access (e.g., CRM/helpdesk/dialer) with role‑based permissions

• Channel invitations (Slack/Teams) if you prefer real‑time comms

• Whitelist @obi.services so invoices, notifications, and reports land in your inbox

5) Security & Compliance

• Mutual NDA and (if applicable) Data Processing Agreement executed prior to data exchange

• Least‑privilege access; mandatory 2FA where available

• Access logs maintained; credentials exchanged via secure vaults only

• Optional IP allowlisting (request during kickoff)

6) Timeline to Value (Typical)

• T+0 (Payment cleared): Kickoff link issued

• T+1–2 business days: Kickoff completed; responsibilities and KPIs locked

• T+3–5: Environment/config, playbook alignment, internal training

• T+7–10: Pilot starts (tight feedback loop)

• T+15: Pilot review; adjust scripts/process; scale plan confirmed

• T+21: Production go‑live

We optimize for speed and control. Rushing without baselines only delays results.

7) Communication, Reporting & SLAs

• Primary channel: You choose email, WhatsApp, or Google Chat; we recommend real‑time chat for the first 2–3 weeks

• Daily (pilot): Brief status update with volume, outcomes, blockers

• Weekly (steady state): KPI snapshot, insights, and improvement plan

• SLA targets: As specified in your agreement (response and resolution times)

• Escalation path: We will provide your dedicated escalation contact at kickoff

8) Roles & Responsibilities (RACI‑style)

Client (You):

• Timely payment and vendor onboarding steps

• Provide assets, approvals, and tool access on schedule

• Nominate a single accountable approver for scripts/process changes

OBI Services (Us):

• Deliver per SOW scope and SLAs

• Establish QA, reporting, and continuous improvement rituals

• Protect your data with documented controls and audits

9) Change Requests & Scope Control

• All changes impacting scope, SLAs, or cost require a written change order before implementation

• Urgent fixes proceed only if they do not alter contracted scope; otherwise a change order is mandatory

10) Frequently Asked Questions

I didn’t receive the invoice.
Check spam/filters and whitelist accounting@obi.services. Still missing? Email that address with your company name and contract date.

Can we start before payment?
No. Experience shows pre‑payment starts slip, create confusion, and harm outcomes.

We need a PO/vendor setup.
Reply to the invoice with your requirements. We’ll provide our legal entity details and tax documents.

What if we miss a deadline on our side?
Your timeline shifts accordingly. We will hold your slot for 5 business days; after that, rescheduling depends on capacity.

11) What You Can Expect From Us

• Clear owners, clear dates, clear outcomes—always

• Proactive recommendations, not passive order‑taking

• A relentless focus on faster time‑to‑value and measurable ROI

12) Contact

• Billing & invoices: accounting@obi.services

• Project delivery & scheduling: Provided in your kickoff confirmation

• After‑hours critical issues: Will be shared during kickoff (24/7 coverage available depending on your plan)