How We Work
From conversation to launch in weeks
We've refined our onboarding process over 30 years and hundreds of partnerships. Here's exactly what to expect when you work with us.
Discovery
Week 1-2
Talk with our executive team who've personally helped customers like you for 10+ years. We understand where your business, technology, and assessments intersect.
Initial Conversation
A 30-minute call to understand your practice, clients, and what success looks like for you.
Requirements Gathering
We review your competency models, branding guidelines, and technical requirements.
Proposal & Agreement
A clear proposal with pricing, timeline, and deliverables. No surprises.
Configure & Brand
Week 2-4
We configure our secure platform with your assessments, competency models, and complete branding. You review and refine until it's perfect.
Branding Setup
Your logo, colors, fonts, and domain. Participants will only see your brand.
Assessment Configuration
Import your competency model or customize one of our validated frameworks.
Report Design
Customize feedback reports to match your deliverable standards and coaching approach.
Launch
Week 6-12
Your team gets comprehensive training. We support your first program launch with white-glove service to ensure success.
Team Training
Live training sessions for your administrators. Plus recorded sessions for future reference.
Pilot Program
We support your first program hands-on, troubleshooting and optimizing in real-time.
Quality Assurance
Final review of participant experience, emails, and reports before going live.
Grow Together
Ongoing
We invest in making you successful. Our platforms scale to support programs involving 10, 50, 100, or even 1000s of participants.
Dedicated Support
Your own customer success manager who knows your business and proactively helps.
Continuous Improvement
Regular check-ins, platform updates, and new features rolled out automatically.
Sales Partnership
We join your sales meetings, support proposals, and help you win new business.
Why Our Process Works
Built on 30 years of partnership experience
Executive-Level Engagement
You work directly with our leadership team—people who've personally onboarded hundreds of partners. No hand-offs to junior staff.
Assessment Expertise
We understand psychometrics, competency models, and how 360s fit into development programs. We speak your language.
Risk Mitigation
We've seen what can go wrong and built safeguards. Your first program will run smoothly because we've done this hundreds of times.
Long-Term Investment
We're not looking for quick wins. We invest in your success because our best partners stay for years—and we know what that takes.
Common Questions
What else do you need to know?
How long does the full onboarding take?
Most partners are live within 6-12 weeks, depending on complexity. Simple implementations using our existing assessments are faster; custom competency models and multilingual rollouts take longer. We'll give you a realistic timeline in our first conversation.
What if I already have my own competency model?
Perfect. We'll configure it exactly as designed. If it's proprietary, it stays proprietary—your IP is protected in our agreement.
Can I use one of your existing assessments?
Absolutely. We have 10+ validated leadership assessments you can white-label immediately. Many partners start here and add custom assessments later.
What kind of training do you provide?
Live training for your team plus recorded sessions. We also provide admin documentation and participant guides you can customize with your branding.
How does pricing work?
Typically a one-time customization fee plus per-participant licensing. We'll recommend what makes sense for your volume and program mix during our discovery conversation.
What happens if something goes wrong during a program?
We have dedicated support channels and SLAs. Critical issues get immediate attention. In 30 years, we've learned how to prevent problems and fix them fast when they occur.
The onboarding process was remarkably smooth. Within five weeks, we had a fully branded platform that looked like we'd built it ourselves. The Envisia team felt like an extension of our own practice.
Ready to start the conversation?
Book a 30-minute discovery call with our team. We'll learn about your practice, answer your questions, and see if we're the right fit.
