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EXTENDED: US based business consulting company seeking 1-2 roles for repetitive but specialised tasks – to start asap  Verified Lead 

Listing: AEGG
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Item condition: New

SKU: AEGG Category:
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Client Verification:

  • Client name: PROVIDED
  • Main email: CONFIRMED
  • Email type: Generic email provider (@email.com)
  • Phone number: PROVIDED
  • Other phone number: not provided
  • Company name: PROVIDED
  • Website: UNDER CONSTRUCTION
  • LinkedIn profile: PROVIDED (personal)
  • Facebook profile: Not provided

 

LISTING EXTENDED: Report:

The owner of a small US consulting company is seeking 1-2 roles for repetitive but specialised tasks. The client describes the role as:

Need attorney to draft POA for banking transactions (mostly outgoing wires) to international banks.

And

This is basic banking transactions and not complex.

The company has been trading 5-9 years, however, the website is being constructued. The company has stable processes, and a very clear role requirement. The client has high level of experience with remote work and freelancers. They have outsourced before.

The client seems to be seeking a senior and autonomous person. And is seeking good structured environment and quality.

Note, the client has completed ALL questions, and provided some separate comments, so you can get good insight from these. Please read over full direct form submissions in the following tabs.

  1. What sector is your company in? Other
  2. How would you describe your company? Small company
  3. How many employees do you currently have? 1-2
  4. What is your role in company? Owner/Founder
  5. Are you a / the decision maker? Sole decision maker
  6. What country are you mainly operating in? USA
  7. What role/s are you looking to outsource? Finance and Accounting
  8. How many staff are you looking to outsource? 1-2
  9. Does this include a managerial role? Yes
  10. How would you describe the staff you need? High repetition tasks
  11. How specialised or skilled are the roles? 5/10  Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  12. Any comments on role specifications: None
  13. What are your key outsourcing considerations? Quality, Minimal oversight
  14. How would you rate your outsourcing knowledge? 7/10  - Client has rated 7 out of 10, where 1 is not at all and 10 is very much so
  15. How soon are you looking to outsource? ASAP
  16. What better describes you: I want to outsource, or i want to find out about outsourcing? I want to outsource
  17. Any general comments on your outsourcing quotation requirements (optional): Need attorney to draft POA for banking transactions (mostly outgoing wires) to international banks.
  1. Are the intended roles back-end & generic or front-end and industry specific? 1/10 Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  2. If tech, how common/complex is the tech or coding? N/A
  3. How regulated are the functions, roles or company sector? 2/10 Client has rated 2 out of 10, where 1 is not at all and 10 is very much so
  4. Any major/unusual security requirements? 2/10 Client has rated 2 out of 10, where 1 is not at all and 10 is very much so
  5. How specialised is your industry? 6/10 Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  6. Which operating hours required?  Usual office hours
  7. Which operating timezone? Doesn’t matter
  8. Which languages required? English Only
  9. Are there customer facing and/or direct voice functions? Yes, BASIC conversations
  10. Does the requirements include sales roles? No
  11. How stable are the systems and processes in place - or are the roles always evolving? 9/10 Client has rated 9 out of 10, where 1 is not at all and 10 is very much so
  12. Are they commonly project based unique tasks, or highly repeated operation execution? 2/10 Client has rated 2 out of 10, where 1 is not at all and 10 is very much so
  13. Do you currently have the skills inhouse, or are you seeking to gain external skills? N/A
  14. Importance of having internal company expertise or domain knowledge? 6/10 Client has rated 6 out of 10, where 1 is not at all and 10 is very much so
  15. The management are familiar with the cultural implications of running a remote off-shore team? 5/10 Client has rated 5 out of 10, where 1 is not at all and 10 is very much so
  16. Will you, or someone else, be managing the process? Mainly me
  17. Any general comments on your outsourcing role requirements (optional): Need attorney near any BBVA Compass Bank for in person wires
  1. Have you used Upwork, Freelancer, Fiverrr, or online agency outsourcing before?: 10/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  2. Have you outsourced before or currently? (more than Upwork): 6/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  3. Have you been looking into outsourcing and partners a lot?: 1/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  4. Have you identified specific role/s to outsource?: 9/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  5. Is your leadership team fully onboard with outsourcing?: 8/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  6. Are your staff aware of the move to outsource?: 8/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  7. How old is your company? (years): 5-9
  8. Do you have established processes?: 9/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  9. How well documented are the processes?: 2/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  10. How easily can the process be specified and documented?: 2/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  11. Are there process interdependencies that make segmentation of work between company and service provider difficult?: 1/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  12. Can goals and metrics be easily defined for each process?: 10/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  13. Do you have onboarding/training materials for the outsourced resources?: 1/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  14. Have you identified the Key Performance Indicators (KPIs) for the outsourced resources?: 1/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  15. Have you produced a Service Level Agreement (SLA) for the outsourced provider?: 1/10 - Client has rated 1 out of 10, where 1 is not at all and 10 is very much so
  16. Any general comments on your outsourcing readiness (optional): This is basic banking transactions and not complex. 

Auction has finished

June 26, 2018 8:30 amListing started
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