Our Process

Let Trifecta Admins be your trusted partner in success.

Easy Onboarding with Trifecta Admins

Getting Started is Simple!

Step 1

Book a Free Consultation

Schedule a 30-minute consultation with a member of our team to discuss your needs and create a plan for your business.

Step 2

Review & Approve Proposal

We’ll discuss the onboarding plan and select a date for your services to start.

Step 3

Start Onboarding

Begin the onboarding process, where we take over tasks in order of importance and address anything else discussed in your plan.