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Get Started: be ready to make a long story short: UpTeam.connect()

We know your time is valuable. Here are three steps we use help us both see if and how our services can help you get your technology built and running. We know it works because it makes our customers successful faster. Here’s a quick checklist:

1. Discover

Schedule a 15-minute call with us. Agenda:

  • Tell us about the project you need help with?
  • Confirm we have the expertise you need?

2. Discuss

Book a 60-minute call with us. Agenda:

  • Your critical customer objectives?
  • Your deadlines, technical requirements?
  • What does success look like for your team?

3. Decide

We send you a timeline and costs estimates.

  • Ask us questions about what we think it takes.
  • You can confidently decide on the start date.

Want to know more about our approach? Here’s some background.


It’s perfectly fine if everything you need is not exactly clear yet (if it was, you’d probably have already done it). Let‘s invest a few minutes on the following:

  • Your objectives: What’s the problem you haven’t solved, and when would you expect to have it solved? Why is the problem valuable enough make it worth the investment?
  • Your company’s needs: Companies build products to solve problems for customers. How does this effort help your customers?
  • Your stakeholders: Who is it who asked you find an answer to this problem? How will they judge if your work is successful?

Curious about our work with other customers? Feel free to ask us. We’ll also have some questions to better understand our homework.


Once we’ve both agreed to invest further effort, let’s convene your product and technical leadership with your counterparts from our side. (Have a PRD? Send it to us, with whatever NDA works best for you. No PRD? That’s OK too). Here’s the agenda; plan on about 60 minutes.

  • Your market landscape: Users and customers have had to make do without your product; what makes this better than prior alternatives? How soon do you need to get it done to beat the other guys? How will you know it’s a success?
  • Key technical challenges: By this point, you’ve probably already spent time wrestling with the technical challenges. How have you tackled them in the past, or seen it built in other products or technologies? Are there skills gaps or expectations? Our team is technical and will have technical questions. Let’s be sure you have the right people on hand to answer
  • User stories & customer experience goals: Without your putting words in their mouth, how do your customers describe what they care about? If you’ve got formally defined use cases and user stories, great. If not, we can get to it in our conversation.
  • Your team: Who else is involved, and what needs and skills do they bring to the table? What are the expertise gaps you hope we can fill? Who has the up/down vote at key points in the project?

That’s all we really need at this point. We’ll do some homework and come back with a tighter definition of the experts required, ideas about the tools and technologies that are the best fit, and clarity about the economics.


With the homework is done, we give you the following, so can make an informed decision:

  • Project scope
  • Planned team roster
  • Statement of Work (SOW).

Ready to proceed? Let’s get it inked and we’ll get to work.