Start Your Partnership Journey

How onboarding works

1. 1
   

   Step 1

   Submit your request

   Complete the partnership form with your name, company, work email, phone number, and optional company website. If the form includes a message field, briefly describe your organization, your area of expertise, and the type of partnership you would like to explore.

   A concise, specific introduction can help explain why you are reaching out and what kind of opportunity may be relevant. If you have a particular client need or project in mind, include a short summary without sharing confidential information before the appropriate terms are in place.

2. 2
   

   Step 2

   Discuss your opportunity

   Be ready to explain your services, client needs, areas of expertise, and what you hope to achieve through collaboration. You may also describe the kind of projects or customer requirements you commonly encounter.

   Triostack's public page says its team will connect with a suitable collaboration model. The discussion can help establish whether there is a relevant opportunity to explore and what information may be needed next. The outcome and next steps depend on the details of the opportunity.

3. 3
   

   Step 3

   Explore the collaboration model

   Discuss how the parties may work together, what each party would contribute, and how the opportunity should be managed. For a specific project, align on intended outcomes, scope, deliverables, milestones, responsibilities, and reporting.

   This stage is also an opportunity to identify dependencies, clarify assumptions, and determine how communication will work during the engagement. The goal is to establish a shared understanding of the proposed work before delivery begins.

4. 4
   

   Step 4

   Confirm project terms

   Before delivery begins, confirm the agreed commercial terms, timelines, communication approach, responsibilities, and confidentiality requirements. Put the project-specific understanding in place so that the parties share the same expectations.

   If the project is sensitive, agree on the applicable NDA before exchanging protected information. Do not assume commercial or confidentiality terms until they have been discussed and confirmed.

5. 5
   

   Step 5

   Coordinate delivery and support

   Work according to the agreed plan, track milestones, and coordinate around launch. Use the agreed reporting and communication approach to review progress, raise questions, and discuss dependencies that may affect delivery.

   If post-go-live support or AMC is needed, discuss the requirement and confirm its scope and terms for the engagement. The support arrangement should reflect the project's needs and the responsibilities agreed by the parties.

Onboarding FAQs