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WorkmodeX Consultant

WorkmodeX Discovery Call Internal Checklist

Our goal is to help you build a high-performing offshore team that doesn’t just fill a seat, but drives real value into your business.

WorkmodeX Consultant

  • Current Business Setup

1. Describe Current Team Structure

  • Onshore team
  • offshore team
  • roles
  • number of staff
  • Notes _______________

2. Previous Offshore Hiring Experience?

  • Yes / No
  • Notes _______________

2. Awareness of Cultural Differences (US vs Philippines)?

  • Yes / No / Somewhat
  • Notes _______________
  • Hiring Needs

1. Role Hiring For_______________

2. Why Hiring Now:

  • Growth
  • Replacement
  • Project
  • Other

  • Notes _______________

Is this a New or Existing Role?

  • New / Existing
  • Notes _______________

Post-Call Next Steps:

  • Identify recommended role(s)
  • Recommend Training/Onboarding Model
  • Prepare Proposal / Candidate Match
  • Send Follow-Up Email within 24 Hours
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We acknowledge the Traditional Owners of the land of the Dharug people and pay our respects to Elders past and present.


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