Field
How we set up a new client quietly
Onboarding is mostly invisible. Here's how that's possible.
We don't ask for what we don't need.
Onboarding doesn't begin with a 30-page intake form. It begins with a thirty-minute conversation. We ask what's on your mind. We ask roughly where things sit. We don't ask for KYC documentation until the engagement is being signed and a KYC partner runs it.
The reading begins on day four.
We start the open-record reading on day four, after intake, before any documentation. By the time we ask you for specifics, we already have a picture, and the conversation is sharper.
Most of the work doesn't reach you.
The first reading typically generates dozens of cleanup actions. Data broker removals, look-alike domain takedowns, breach exposure flagged for rotation. Most of these we just do. You see the summary at the end of week two.