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AUTOMATE YOUR BUSINESS
OPTIMIZE YOUR BUSINESS OPERATIONS
System & Operation Automation
Are you struggling to build your business infrastructure and stay on top of your day-to-day operations? Do you need a more streamlined and customer-friendly process? This service may be for you!
This may be for you if:
Gaps in your process flow
Lack of functionality in client experience
Overwhelmed with complicated backend
Unsure how to automate your processes
Lack of automations costing extra money
Potential clients falling through the cracks
Manual tasks taking away from your productivity
Spending countless hours building your processes
If this sounds familiar, this may be just what your business needs. Let's refine your process and transform your backend systems and get you setup for success.
Done-With-You
1-ON-1 STRATEGY & IMPLEMENTATION
OPERATIONS STRATEGY SESSION
What is an Operations Strategy Session?
A Operations Strategy Session is a hands on, "Done-With-You" 1-on-1 strategy and implementation session designed to analyze and improve your backend systems and tools.
Can an Operations Strategy Session help my business?
Our Operations Strategy Session is designed to uncover gaps in your process and work with you hands-on to develop and create a more effective and functional process flow.
We'll login live to the tool(s) of your choice, audit your current system(s), provide on the spot strategy AND implementation and establish more efficient ways to help you serve your clients with more ease and functionality .
Tools we can assist you with:
Vcita
Zapier
Jotform
Dubsado
Formsite
Honeybook
INVESTMENT: $500
OPERATION OPTIMIZATION
PIVOT TO AUTOPILOT
What is Pivot to Autopilot?
Our Pivot to Autopilot service is "Done-For-You" service designed to help to optimize, structure, and automate backend operations for Service Providers, Creatives, Coaches, Designers, Photographers, and other B2C service providers.
Can Pivot to Autopilot help me?
Our Pivot to Autopilot service is built for busy business owners who have an established business with defined processes and at least one service based product or offer.
We do all of the heavy lifting for you by setting up, streamlining, and designing your systems and tools by implementing a cohesive business management tool from forms, workflows, to emails, strategy and much more.
Are you ready to:
Prevent profit leaks?
Have more freedom?
Refine your processes?
Retain more customers?
Improve your customer experience?
Operate with purpose & intentionality?
Create a structured & streamlined process?
What's Included:
CRM Review
Canned Emails
System Training
Custom Proposals
Contract Creations
Custom Workflows
Custom Form Graphics
Cohesive Form Designs
Appointment Schedulers
Systems & Backend Audit
Integration Implementation
30-Day Post Service Support
Process Setup & Implementation
Process Strategy & Development
Project Walkthrough & Offboarding
Done-For-You System Implementation
INVESTMENT: $4,500
our process
THE
PROCESS
01
02
APPLY
DISCOVER & STRATEGIZE
We will review your intake form to gain clarity on your business needs and determine if we're a good fit.
If we determine we're a good fit, we'll complete intake, onboarding and schedule a call to work through and map out your current processes and what adjustments we can make to make your process more efficient.
03
IMPLEMENT
We will begin building your workflows, beautifully designed forms, schedulers, customizations, emails, and testing your integrations and automations.
04
FINALIZE
Sit back and get ready to watch it all come together. We’ll get you prepped and ready to take the lead on your new and improved business process with our project walkthrough and training session.
Done-For-You
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