We do not outsource any of our solutions and do not utilize any 3rd parties to support our data collection processes. The database is completely “closed” and only includes Agents that have a proven track record of high-quality results and differentiated skill sets. Below is the Field Agent onboarding process.
• Fill out application on The Source Agents website
• Become part of our Applicant database
• Submission requirements include:
– Photo ID
– Field Agent Certification Test
– EIN and W-9
(for Agents who approach $600 in non-reimbursable payments)
• Skill sets
• Program-type experience
• Performance rating
• Field Agents complete program-specific certification on all new programs that they accept.
All instructions are communicated through a proprietary, web-based platform and are delivered via written, audio or video methods based on program complexity.
Upon becoming a Field Agent, applicants are provided with a Resource Guide explaining expectations for working as an Independent Contractor. Field Agents are then required to pass a certification quiz to be approved for payment.
Once assigned to a project, Field Agents are provided with their project description materials, such as videos, written materials, etc. (which are always approved by the client prior to program launch).
Field Agents are then required to complete a certification test to confirm a thorough understanding of the instructions and must retake the program certification quiz each time a program change occurs. Based on the program’s objectives, these updates may occur weekly, monthly or seasonally.
Each time a change is needed, our instruction materials are updated by our Program Design personnel and communicated to clients via their dedicated TrendSource Account Manager for approval.
Finally, on-going coaching processes performed by our Quality Assurance Team provide feedback over time to ensure continual understanding of program requirements.
All Field Agents who approach $600 in non-reimbursable payments with our company are required to apply for and receive an Employee Identification Number (EIN) through the Internal Revenue Services for tax reporting purposes.
In-house program design
Resource Guide and Certification testing on “How to be a Field Agent.”
Field Agent assigned to a project (chose based on screening factors).
Field Agent views all relevant instruction materials.
Field Agent passes certification test for specific project.
*Field Agents required to retake certification quiz each time a program change occurs.