Our Process

How ConnectivTech Gets You There

A simple, structured process that eliminates guesswork and connects you with the right vendors — in days, not months.

Step by Step

Six Steps to the Right Vendor

Our process moves quickly because it's built on preparation and specificity. By the time you meet a vendor, they already know who you are and what you need.

01

Initial Discovery Call

We begin every engagement with a focused conversation about your business — your size, industry, challenges, budget range, and what you've already tried. This isn't a sales call. It's a structured intake to give us everything we need to match you well.

Typical length: 30–45 minutes. No preparation needed from you.

02

Needs Assessment & Brief

After the discovery call, we document your requirements into a vendor brief — a detailed specification that defines what success looks like. This brief is used to evaluate vendors against your specific situation, not a generic checklist.

Completed by ConnectivTech. You review and approve before we begin searching.

03

Vendor Search & Evaluation

We search our network of 600+ pre-vetted vendors, filtering by industry, company size, geography, budget fit, and service specialization. We also conduct additional vetting when needed — reference checks, case study reviews, and capacity confirmation.

You never see the vendors that didn't make the cut.

04

Curated Introductions

We introduce you to 2–3 vendors who are strong fits for your specific needs. Each introduction includes a summary of why we believe they're a match and what to evaluate during your conversations with them.

No cold calls. No RFPs. Just warm, qualified introductions.

05

Selection Support

We stay involved as you evaluate your options — helping you ask the right questions, compare proposals fairly, and avoid common contract pitfalls. Our job is to make sure you have the information you need to decide with confidence.

We don't push a specific vendor. We help you evaluate objectively.

06

Onboarding & Follow-Through

Once you've selected a vendor, we support the onboarding process — making sure expectations are aligned, timelines are set, and the relationship starts well. We check in after 30, 60, and 90 days to confirm everything is on track.

The engagement doesn't end at contract signing.

What Sets Us Apart

What We Do — and Don't Do

❌ What We Don't Do

Charge businesses for our services

Push vendors who pay us more

Send you a list of 20 options and disappear

Rely on Google searches or vendor directories

Accept every vendor that applies to our network

Stop at contract signing

✓ What We Do

Work exclusively for you — the client

Match based on fit, not commission size

Introduce you to 2–3 highly qualified vendors

Use a network built on relationships and vetting

Maintain quality standards for every vendor we represent

Stay involved through onboarding and beyond

Timeline

From First Call to First Introduction

Most clients receive vendor introductions within 5–7 business days of their discovery call.

Day 1
Discovery Call
Days 2–3
Needs Brief & Search
Days 5–7
Vendor Introductions
Week 2–3
Selection & Onboarding

Ready to Start?

The first step is a free 30-minute discovery call. No commitment required.

Schedule My Free Call