Who qualifies
Established companies with real operating history.
The best fit is a US company with a team, several years of completed work and records that show how decisions get made.
01Baseline fit
A quick first screen.
- 20+ employees in the US (10+ for accounting firms, 6+ for law firms)
- 3+ years in operation
- Work documented in tools like Slack, Jira, Zendesk, HubSpot, Notion or Google Drive
- Records mostly in English
Meeting these criteria does not guarantee an agreement. It means the company is worth assessing.
02Industries
Where we see the strongest fit.
SoftwareIT servicesLaw firmsAccounting firmsStaffingMarketing agenciesPR firmsConsultingLogisticsCall centersProfessional servicesOperations-heavy businesses
03Useful records
Evidence of how work actually happens.
- 01SOPs and playbooksHow your team actually does the work, step by step.
- 02Support ticketsReal customer problems and how your team resolved them.
- 03Project historiesScopes, timelines, handoffs and what happened along the way.
- 04CRM and sales workflowsPipelines, follow-ups and the decisions behind closed deals.
- 05Internal docs and wikisKnowledge bases, onboarding guides and process notes.
- 06Hiring workflowsJob scopes, screening steps and recruiting playbooks.