Systems

A Systems package is for businesses who know what they want to accomplish but need help making it happen. Whether it’s not your realm of expertise or you don’t have the time with the million other things you have on your plate, we are here to get it done. A few examples of what a systems package may deliver:

• A new Customer Relations Management (CRM) system
• A new email marketing software with automations built in
• Standard Operating System (SOP) creation/ improvement
• Project plans
• Bookkeeping, scheduling, invoicing systems
• Client or employee onboarding processes
• Automations

Here is what a typical Systems package looks like:

Step 1

• 90 minute strategy call where we discuss:
  • How things are currently working
  • How you want things to work
  • What your goals are

Step 2

• We take our strategy call and determine the best way to create an impactful change in your organization then make it happen!
  • Set up your software or program
  • Create tutorials and standard operating processes to support successful usage
  • Import all your existing information so you are ready to hit the ground running.

Step 3

• We deliver to you:
  • Software set up and ready to use (if applicable)
  • Training documents/ videos to support software or processes
  • 2 hour live training
  • 5 hours of follow up support (expires within 90 days of delivery)