Ready to Grow?
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. We call this ‘how you move about your business’—and it matters.
But it’s hard to gauge how you’re moving about your business when you’re in the day-to-day. And if you haven’t taken the time to document these 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.
Our human-first, habit-informed strategies get you back in the driver’s seat and out of the constant cycle of doing and delegating.
We emphasize adaptable, human-centered processes that drive sustainable growth and reduce operational friction.
Start with our Operations Audit...
A comprehensive analysis and audit of your team and client experience processes to bring operational efficiency and an actionable plan to follow as you scale.
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 12-24 months.
You'll also receive our proprietary Process Documentation Tool spreadsheet with some of your processes already documented, 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. We’ll even start the documentation process for you with the information we collect during our meetings!
-
Includes:
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.
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 Operations 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.
No time for a project and needing quick wins? Check out our Drop-In Coaching service here!
…and optionally add your choice of:
-
Transform insights into action with our holistic, empowering, and customized coaching service. In weekly 90-minute coaching sessions, we guide you through implementing the recommendations from your Operations Audit, ensuring lasting change and sustainable growth.
Timeline: 3 months
Investment: $6,000 (or $2,000/monthly)
Pre-Requisite: Operations Audit
-
Ready to streamline your client experience and finally get it set up in Client Relationship Management (CRM) software? Ready to get it all out of your head and documented in a way that’s repeatable and easy for you and your team to execute?
Our Client Experience Intensive is a blend of strategy and coaching that digitizes your client experience to create efficiency and organization without compromising the personalized, hands-on approach you take to your service delivery.
Our clients say this service actually improves their ability to be hands-on with their clients because it allows them to introduce more touchpoints into their client engagements without piling extra work on their plates.
Whether you’re looking to create templates for ease and efficiency, implement CRM software or learn how to better use the one you have, or just get it all documented so you can delegate to your team, you’ll walk away from our Client Experience Intensive with a repeatable client experience and a system for managing it all seamlessly.
Timeline: 3 months
Investment: $6,500 (or $2,167/monthly)
Pre-Requisite: None
