How we work
We follow a structured process so you know exactly what to expect. No surprises, no vague timelines.
The process
Onboarding takes about two weeks. After that, daily operations run on documented workflows with weekly reporting built in.
Phase 1
Onboarding
Steps 1–4. Discovery through operations setup. Typically two weeks.
Phase 2
Ongoing operations
Steps 5–6. Daily support with weekly reports every Friday.
We learn about your operations, pain points, and priorities. No pitch deck. Just an honest assessment of fit.
We review your current tools, processes, and bottlenecks to map what should be delegated first.
We configure systems, document SOPs, and establish secure communication channels.
We define escalation rules, response templates, and quality standards before going live.
Your dedicated operations lead handles inbox, calendar, and admin workflows every business day.
You receive a clear summary of work completed, open items, and what's ahead. No chasing for updates.
Operating rhythm
After onboarding, you get predictable cadence and clear communication. Not ad-hoc check-ins when something breaks.
Every Friday: work completed, open items, and priorities for the week ahead.
Defined rules for what we handle vs. what reaches you. No surprises in your inbox.
Documented SOPs and trained backup so operations continue without interruption.
Your stack
Google Workspace, Microsoft 365, HubSpot, Salesforce, and most major business platforms. No forced migrations.
Overview
Doxcta onboarding takes about two weeks from discovery call to active daily support. That time is spent auditing your operations, documenting workflows, and configuring access — not waiting for someone to figure things out on the job.
After go-live, you receive weekly reporting every Friday with work completed, open items, and what's queued for the week ahead.
Phase 1
Steps one through four cover the discovery call, operations audit, SOP documentation, and tool access setup. We map inbox rules, calendar policies, escalation thresholds, and communication voice before daily work begins.
You stay involved for approvals and context — but we do the documentation work so delivery does not depend on your memory.
Phase 2
Steps five and six cover active daily support and continuous optimization. Your operations lead executes within approved scope, escalates what requires your judgment, and reports weekly.
Calendar reviews, inbox health checks, and workflow adjustments happen on a cadence — not only when something breaks.
Tools
Google Workspace, Microsoft 365, HubSpot, Salesforce, Slack, Notion, and most major business platforms. No forced migrations or duplicate systems to manage.
FAQ
Book a discovery call. We'll walk through your operations and outline the onboarding plan.