Request & Intake
The client identifies the need, desired outcome, volume, timing, contacts, available records, and known program or workflow.
SaleStreams LLCAgility • Focus • PrecisionHow we work
Clear from request through completion.
We structure each engagement so objectives, responsibilities, information requirements, approval authority, communication methods, and deliverables are understood before work begins. The process is scaled to the service rather than imposed uniformly on every engagement.
Controlled service delivery
A defined request-to-return cadence.
The Master Services Agreement establishes the relationship. Each project or recurring function begins with the document appropriate to the work.
Submit a service request →Scope & Authorization
SaleStreams confirms assumptions, responsibilities, exclusions, information requirements, pricing, service levels, and deliverables.
Kickoff & Handoff
Required files, authorized system access, priorities, decision authority, and communication channels are transferred through the agreed secure method.
Execution & Visibility
Work proceeds through defined checkpoints with status reporting, exception tracking, approval requests, and escalation paths appropriate to the service.
Completion & Return Cadence
Completed deliverables, submission confirmations, unresolved items, supporting records, and next actions are returned on the agreed per-project, weekly, or monthly schedule.
Engagement documents
The right document for the relationship and the work.
Master Services Agreement
Establishes the overall relationship, confidentiality, general responsibilities, and commercial terms.
Service Request
Captures the client’s need, timing, known information, volume, contacts, and requested outcome.
Service Order or Statement of Work
Defines project scope, responsibilities, deliverables, assumptions, pricing, milestones, and acceptance requirements.
Recurring Service Schedule
Defines ongoing functions, volume assumptions, service standards, priorities, reporting, and billing cadence.
Change Authorization
Documents approved changes when required information, responsibility, volume, or deliverables move beyond the authorized scope.
SaleStreams LLCProject-based or ongoing support
Add the capability your business needs.
Begin with a defined service request. We will confirm the appropriate engagement model, responsibility level, required information, delivery cadence, and pricing structure before work begins.
Start a service request →