1. Align
You share the client commitment, scope, standards, timeline, tools, and success criteria.
- check_circle Delivery scope
- check_circle Brand and communication rules
- check_circle Escalation paths
Every engagement begins by defining what Clartix will deliver, how we will represent your organization, and where communication and account boundaries sit. Then we execute and report back to you.
A clear operating agreement lets us move quickly without creating ambiguity for your team or your client.
You share the client commitment, scope, standards, timeline, tools, and success criteria.
We join your workflow, prepare the assigned team, and establish reporting and handoff routines.
We execute the work, surface risks early, and report through you while you retain full account ownership.
Timing depends on scope, access, and resource needs, but a defined pilot can often be mobilized faster than a full service transition.
They are established during intake and reflected in the delivery plan, escalation path, and partner agreement.
Your designated partner contacts receive reporting and decide how it is presented to the end client.