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The Windermere Agency

Our Approach

A Thoughtful Approach to Every Placement.

One philosophy. A process tailored to every placement.

  1. 01

    Inquiry & Introduction

    A one-minute inquiry tells us who you are and what you need. You receive a confirmation right away, and we respond within 24 hours.

  2. 02

    Discovery & Client Intake

    A conversation by phone or email, then a short division-specific intake so we understand the role, the schedule, the compensation and what matters most.

    In Your Home

    Household overview, responsibilities, schedule, location and travel, compensation and your non-negotiables.

    In Your Business

    Company and hiring contact, position and reporting structure, work location, employment type, compensation and timeline.

  3. 03

    Proposal & Engagement

    A clear proposal: scope, what is included, the flat fee, deposit and payment terms, and how we will communicate. The search begins when the agreement is signed and the deposit is received.

  4. 04

    Search & Candidate Selection

    We source, interview, verify references and complete the screening the role calls for, then present a curated shortlist with updates on the schedule we agreed.

    In Your Home

    Household candidates are screened for the home: references from previous families, a background check and a driving record review.

    In Your Business

    Business candidates are screened for the role: professional references, a background check and verification of the skills the position requires.

  5. 05

    Interviews & Placement

    We schedule interviews, gather feedback, arrange trials or assessments where appropriate, and help with the offer through acceptance and a confirmed start date.

    In Your Home

    A paid trial day in your home is part of most household placements.

    In Your Business

    A culture assessment built around your team sits alongside the interviews.

  6. 06

    Onboarding & Ongoing Support

    We confirm the start went well, check in after the first week and again around 30 days, and stand behind the placement with the replacement guarantee.

    In Your Home

    Household placements carry our 1-year replacement guarantee.

    In Your Business

    Corporate placements carry our 90-day replacement guarantee.

We're not here to fill a position. We're here to find the right person.

Request a Consultation
Request a consultationCall (407) 782-2057