Ready to Scale?
If you’re looking for solutions to scale your business that go beyond quick fixes and address root causes, you need to audit your processes.
Systems are symptomatic.
The root cause of most systems problems is found at the process level.
Your processes tell the story of how you and your team spend your time—and what your clients experience when they work with you. Your processes are a key component of your business operations, and while they may feel intangible, they are at the core of everything you do.
However, it’s hard to gauge the strength of your operations when you’re in the day-to-day. And if you haven’t taken the time to document your processes, you’re probably stuck in a constant cycle of doing and delegating.
It doesn’t have to be this way.
*How you and your team move about your business—your habits—informs the processes that support your business operations. The quality of those processes dictates the degree to which your business can leverage systems. And the amount of operational leverage available to your business through systems will determine its’ ability to grow and scale.
We start all of our operations engagements by learning about your business, your goals, and your processes. We don’t recommend solutions until we understand how and why you’re doing what you’re already doing.
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Business Strategy:
Establishing or refining your mission, vision, and values
Establishing or refining your business model
Establishing or refining your services and your scope of work
Establishing or refining business and personal boundaries
Operational Efficiency Improvements:
Recommendations for streamlining your tech stack
Software analysis for changes/additions to your tech stack
Recommendations for rhythms and routines that can be established to set expectations and provide accountability
Productivity recommendations
Client Experience Improvements:
Process improvement
Process + technology integration:
Schedulers
CRM
Project management software
Productivity suite (Google Workspace + Microsoft 365)
VoIP phone software
Asset creation to enhance the client experience (welcome guide, checklists, etc…)
Systems design and implementation in new or existing software to streamline and automate your client experience processes
Team Experience Improvements:
Cataloging processes
Standard Operating Procedures (SOPs)
Role clarity
Establishing Key Performance Indicators (KPIs) + tracking them
Hiring process:
Job description
Application
Interview questions
90-day onboarding plan
Systems design and implementation in new or existing software to streamline and automate your team experience processes
Quick wins or big wins?
Quick Wins
Operations Sprint
A one-day engagement designed to provide quick wins for your operations that will get you to the next stage of growth.
With our coaching, insights, ideas, and proprietary frameworks, you'll streamline one high-priority area of your operations, focusing on your operational efficiency, team experience, client experience, or overall business strategy.
After a comprehensive intake process where you share details about your operations, we'll review what you share and prepare recommendations based on our 40+ years of combined operations experience.
Then, we’ll meet for a four-hour Zoom session where we’ll:
1.) Review our recommendations
2.) Determine the highest-priority recommendation
3.) Implement—with you driving the mouse to build confidence and muscle memory
When we wrap up our work together, you'll have an operations project completed that will take you to your next stage of growth, and you'll be empowered to maintain what we've implemented.
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Includes:
Comprehensive intake questionnaire that allows us to jump right in during our session
One day (4 hours + a 1-hour lunch break) sprint focused on your highest priority operations project
We'll determine what this is together during our first session, based on recommendations we make after reviewing your intake questionnaire
Follow-up action items tracked by FTLOS
A recording + written meeting summary from our session so you can revisit our conversation as needed
Email support for one week after our session
Timeline: One Day
Investment: $1,750
Big Wins
Operations Uplevel
A three-month engagement designed to empower you with big wins to support your long-term growth.
Focused on operational efficiency, team experience, client experience, and overall business strategy, we’ll meet weekly for 90 minutes on Zoom. On each call, we provide a mix of coaching, insights, ideas, proprietary frameworks, and accountability.
After a comprehensive intake process where you share details about your operations, we'll review what you share and prepare recommendations based on our 40+ years of combined operations experience.
Then, we’ll meet for 90-minute weekly Zoom sessions where we’ll:
1.) Clarify and refine your services
2.) Clarify and refine your client experience processes
3.) Clarify and refine your team experience processes
4.) Implement—with you driving the mouse to build confidence and muscle memory
When we wrap up our work together, you'll be ready to scale your business, and you'll have the knowledge to adjust and change your systems and processes as your goals and business change.
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Includes:
Comprehensive intake questionnaire that allows us to jump right in during our first session
Weekly 90-minute Zoom coaching sessions for three months
Weekly action items tracked by FTLOS and shared with you after each session
A recording + written meeting summary from each session so you can revisit our conversations as needed
Email support during the entire three months and for two weeks after we finish our engagement
Timeline: 3 months
Investment: $7,500