Ready to Grow?
You need to audit your processes.
Systems are symptomatic.
The root causes of most systems problems are found at the process level—including the people behind the processes.
The way 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’ resilience and ability to grow.
Start with our Operations Audit...
A comprehensive analysis and audit of your team and client experience processes resulting in operational efficiency and an actionable plan for the next 12 months.
Over 4 weeks, we’ll dig deep into your team + client experience processes. Ultimately, we provide you with an extensive report full of specific recommendations that will guide your business operations development over the next 12 months.
You'll also receive our proprietary Process Documentation Tool spreadsheet, along with our Standard Operating Procedure (SOP) template.
Documented processes are vital to removing yourself as a bottleneck in your business, and our Operations Audit will leave you with an exact framework to follow.
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Comprehensive intake questionnaire to provide a clear picture of your current operations and challenges, ensuring our analysis is tailored to your specific needs.
Two 2-hour process deep dive sessions. In-depth review of your team and client experiences and the people, processes, and systems that support them.
One 2-hour audit review session. Gain in-depth insights into your current team and client experience processes and review key areas for improvement. We recommend that your entire team attend this session, and you’ll have the opportunity to ask questions to clarify your path forward.
A detailed, custom report with recommendations to ensure have a tangible plan and feel empowered to transform your team and client experience so you can scale sustainably.
Access to our proprietary Process Documentation Tool, which allows you to breathe easier knowing you have a powerful system to visualize and streamline your operations.
A Standard Operating Procedure (SOP) template so you can create consistent, efficient processes across your organization.
1-hour follow-up coaching session for additional support and guidance as you begin implementing changes.
Other details:
Timeline: 4 weeks
Investment: $4,000
Pre-Requisite: None
*Please note: because of the deep dive we do into your business in this service, we only complete one Systems to Scale Audit at a time. This sometimes results in a waitlist for this service. If you're curious about the wait, please set up a free consultation to chat or use the form on our Contact Us page to reach out.
…and optionally add your choice of:
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Transform insights into action with our holistic, empowering, and customized coaching service. We guide you through implementing the recommendations from your operational audit, ensuring lasting change and sustainable growth.
As a bonus, you'll also receive relevant templates from our library to lighten the lift of creating documentation and structure for your operations!
Timeline: 3 months
Investment: $5,100 (or $1,700/monthly)
Pre-Requisite: Systems to Scale Audit
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Our Client Experience Intensive is a blend of coaching, systems strategy, and consulting to bring expert guidance to craft your client journey.
In addition to coaching you through a client experience overhaul, we provide our expert analysis to help you find a new CRM or optimize your current one, and we also co-write all of your client experience messaging with you.
This is our most high-touch, hands-on service that’s perfect for businesses that need a repeatable client experience for sustainable growth (and satisfied clients).
Timeline: 3 months
Investment: $6,000 (or $2,000/monthly)
Pre-Requisite: Systems to Scale Audit*
*Excludes brand-new businesses
