<h2>Book a discovery call</h2>

Start the process by filling out a brief form on our website. Our staff will review your details so we can prepare for our first conversation.

Then, we’ll hop on a call for a 30-minute discussion about your needs, goals, and timeline. We’ll also walk you through Heya’s model—this is a great time to ask any questions you might have. 

<h2> Review your proposal </h2>

After the discovery call, you’ll receive a clear, non-binding proposal detailing everything discussed in our call. 

The proposal will include role details, timelines, price ranges, terms and conditions, and next steps. 

Once the proposal is approved, we’ll begin the recruitment process.

<h2>Choose your staff</h2>

Before we start, you’ll have a detailed follow-up meeting with one of our local office leads to refine role expectations. 

Next, our office lead will find and vet top candidates, focusing on finding the right fit for the role. 

They’ll then send over their top three picks for your approval, with additional candidates available upon request.

Choose whether you’d like to conduct staff interviews yourself virtually, or have Heya do it for you in person. In the event that Heya handles the interviews, you'll receive a recording for review.

<h2>Sign a contract</h2>

Once you select your candidate(s), Heya will issue an offer letter to your preferred candidate.

After he or she accepts, we’ll finalize pricing, complete contracting, and confirm the start date—keeping the process straightforward and efficient.

<h2>Welcome your new team member</h2>

Before day one, Heya prepares everything for a smooth launch—setting up a desk, computer, and equipment, coordinating with your team and preparing any system or operational requirements. This ensures your new team member can get straight to work. 

On day one, your hire officially joins your team. You lead role-specific training, while Heya provides continuous support to both you and your new employee.

We require clients with five or more hires to work with a dedicated Heya team lead for additional support and oversight.

<h2>Get ongoing support</h2>

Our involvement continues well beyond onboarding. In addition to your Heya Account Manager who is your primary point of contact day-to-day, we also offer support at the following touchpoints: 

Weeks 1-6: During the first six weeks, your Client Success Manager provides light, frequent check-ins to support a smooth transition. 

Week 6: At week six, your account will be handed off to your dedicated Heya Account Manager, who conducts formal reviews.

Months 3, 6, and 12: Your Heya account manager will continue to conduct formal reviews at the three-, six-, and twelve-month marks to evaluate progress and address any concerns. 

Year 1 and beyond: After your first year, a Client Success Manager from Heya HQ will continue to check in on a quarterly basis to gather feedback, resolve concerns, and provide any support you and your team may need.