# I just hired Instfy

Welcome to the Instfy journey. See what happens after you sign on, what to prepare for the Discovery and how we follow each stage all the way to results.

This guide is for anyone who has just hired Instfy for a Discovery or for an Instfy Project. It shows, from day one to the evolution cycle, how the work happens, who takes part and what we expect from you at each moment. If you only subscribed to ERP Instfy, follow the [ERP implementation roadmap](#/erp-onboarding). !image[Kickoff meeting with the client: the first step after hiring Instfy](/assets/img/instfy-kickoff.webp)
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## Before you start - Read [How we think](#/how-we-think) and the [Instfy Methodology](#/methodology). They explain the logic we will follow together. - Decide who will be your company's **point of contact**: the person who is responsible for day-to-day decisions and organizes access to information. - Identify the people who need to be heard: partners, leadership and those responsible for sales, operations, finance and people. ## Stage 1: Welcome and kickoff Right after you sign on, we schedule the opening meeting (kickoff).
  1. Team introductions: you meet the people leading your project at Instfy and we meet your point of contact.
  2. Goal alignment: we review what led you to hire us and what you expect to achieve.
  3. Discovery schedule: we agree on interviews, meetings, deadlines and the presentation date.
  4. Communication channels: we define where we exchange documents, how we record decisions and how often we talk.
## Stage 2: Discovery (Understand) The Discovery is the foundation of everything. In it we build an accurate snapshot of the business, of the people behind it and of their ambition, answering five questions: who it is, where it stands, where it wants to go, what context it is in and what its constraints are. ### What to prepare | Topic | What helps to have on hand | |---|---| | Business | Company presentation, history, products and services, main customers. | | Numbers | Revenue, margins, main costs and targets, at whatever level of detail you have. | | Sales | How you sell today, channels, funnel, average ticket and main competitors. | | Operations | Critical processes, team structure and systems in use. | | Brand and digital | Website, social media, materials and campaign results. | | Ambition | Where you want to go, in how much time and what you are not willing to do. | :::tip Don't wait until everything is organized. Part of our job is precisely to organize what exists. Share what you have and tell us what is missing. ::: ### How it works
  1. Interviews: we talk with the founder and with the key people in the business.
  2. Data and document analysis: we study numbers, processes and materials.
  3. Context reading: we analyze the global, national, regional and local landscape, competitors and customers.
  4. Presentation: we show the snapshot of the business with facts, signals, hypotheses, opportunities and risks.
## Stage 3: Instfy Project proposal Once the Discovery is complete, we present the proposal for the main project, designed for your reality: objectives, direction, scope, team needed, stages, investment, indicators and relationship model. You don't need to choose services beforehand: the right combination comes from what was discovered. ## Stage 4: Execution in cycles After approval, the project follows the Direct, Design, Build and Activate stages of the [methodology](#/methodology). - **Single leadership:** one project lead integrates all the workstreams and specialists involved. - **Work cycles:** we move forward in short cycles, with formal decision points. - **Six questions for every initiative:** what we are doing, why, who is responsible, when it needs to happen, how much it costs and how we will know it worked. - **Decision log:** hypotheses, changes of direction and lessons learned are documented. ## Stage 5: Measure and evolve At the start of the project we record the baseline indicators. Throughout the work we track intermediate indicators and, at the end of each cycle, we measure the real impact on the business. From there we decide together what continues, what changes and what the next move is. **Starting reality > Objective > Initiatives > Indicators > Result > Learning.** ## First 15 days checklist | Item | Owner | Done | |---|---|---| | Contract signed and proposal approved | Instfy and client | ☐ | | [Onboarding form](#/form-onboarding) completed | Client | ☐ | | Confidentiality agreement signed, when applicable | Instfy and client | ☐ | | Billing details sent | Client | ☐ | | Point of contact defined | Client | ☐ | | Key people for interviews named | Client | ☐ | | Kickoff held | Instfy and client | ☐ | | Interview schedule confirmed | Instfy | ☐ | | Documents and numbers shared | Client | ☐ | | System access granted (never send passwords by email) | Client | ☐ | | Communication channels defined | Instfy and client | ☐ | | Baseline indicators recorded | Instfy | ☐ | | Discovery presentation date scheduled | Instfy | ☐ | ## Frequently asked questions ### How long does the Discovery take? The timeline is agreed on at the kickoff and depends on the size of the business and on the availability of people and information. The full schedule, including the presentation date, is set right at the start. ### Who from my company needs to take part? The founder or main decision-maker, the point of contact and the people responsible for the areas most relevant to the challenge, such as sales, operations, finance and people. ### Is my data protected? Yes. The information you share is used only for the contracted work and handled confidentially. For requests about personal data, write to dpo@instfy.com. ### Can I use Instfy products within the project? Yes, when they are the best answer for your case. ERP Instfy, Instfy AI, Instfy Data and Carbon by Instfy can be included as parts of the solution. ## Next steps :::related assessments, methodology, how-we-work, contact-support :::