Systems Upgrade Packages

Holistic Business Analysis

Description:

A 1-2 hour call with our team that looks at all the parts of the business and creates a high-level written workflow for the current operations, as well as suggests solutions based on our experience.

Requirements:

A defined start and outcome for a process they want to construct.

Price:

Starting at $250

Workflow Development and Process Writing Training

Description:

Training for one person (although more can listen in) on how to setup LucidChart or other workflow process writing software and how to utilize it to write systems for a business.

Requirements:

A defined start and outcome for a process they want to construct.

Price:

Starting at $380

Employee Onboarding Workflow

Description:

Design and draft an employee onboarding process with up to 2 follow up sessions to correct and optimize.

Requirements:

Need to have job description and goals written, and a list of necessary information and rough steps in the process written.

Price:

Starting at $450

Customer Onboarding Workflow

Description:

Design and draft a client/customer onboarding process with 1 follow up session to correct and optimize.

Requirements:

Need to know what major steps are involved and what information is needed from the client and for the client.

Price:

Starting at $450

Digital Signature Automation

Description:

Install and set up a digital signing tool to allow for easier and more efficient signatures on all outgoing business contracts. With options for automating the signing flow as part of a customer or employee onboarding process.

Requirements:

Contracts finished and ready to be uploaded and developed into templates.

Price:

Starting at $250

Project Management Software Setup

Description:

Consult them on an ideal project management setup like Trello or Pipefy and then deploy their team and process onto it and complete some hand off training. This is delivered over 3 sessions and includes 2 training sessions with the team.

Requirements:

Knowledge of the overall business process, goals, and data requirements. Including specific delivery workflows.

Price:

Starting at $800

CRM Setup

Description:

Determine a good sales and customer account management process for their company and the best software that delivers it, and then deploy it. Previous customer importing not included and available upon request.

Requirements:

Inbound data automation to reinforce database quality, and team setup and training.

Price:

Starting at $750

Automated Business Card Follow Up

Description:

If you’re in a sales or business development role, or speak at or host events, and have to handle business cards frequently (more than a couple a month). This system can significantly decrease the amount of time spent entering data, and the delay and effort in following up fast and well.

Requirements:

Handling more than 5 business cards a month, and a connection to a CRM or other supported contact database

Price:

Typically $89/mo with a 6 month minimum

Google Workspace Setup and Migration

Description:

Set up Google Workspace on the client’s domain, create users for their team, and import their previous emails if desired.

Requirements:

Access to the domain, previous emails (if relevant), and the information of each team member they want to add.

Price:

Starting at $450

File Management Setup on Google Workspace

Description:

Design a file management system that matches their ideal client process and then deploy it to their Google Workspace account, potentially with the setup of Team Drives.

Requirements:

Google Workspace setup required as well as a Project Management Workflow to determine the file structure and format of the team drives.

Price:

Starting at $250

Scheduling Automation Setup

Description:

Determine ideal scheduling workflow and appropriate software fit with solutions like Calendly or YouCanBook.Me and then deploy that software into their process.

Requirements:

Google Calendar integration.

Price:

Starting at $350

Lead Capture Form Setup

Description:

Setup a simple and fast form to capture lead information from over the phone or in person and then import it to a relevant CRM or Sales Management Tool.

Requirements:

Project Management Software Setup and a defined list of information to be captured and the format it needs to be captured in, and the destination software of this information (that’s already been setup).

Price:

Starting at $300

Business Dashboard Setup

Description:

Setup software like Grow.com or Geckoboard.com and connect it to available integrations like Xero or QuickBooks Online. Or set up manual data entry prompt systems.

Requirements:

List of top KPIs for their business, along with digital or manual access to those accurate numbers.

Price:

Starting at $550

Zoom Setup

Description:

Setup Zoom as a conference call and webinar management tool, build static rooms, and connect it to existing technology solutions like Google Workspace.

Requirements:

Defined conference call workflow and needs.

Price:

Starting at $300

Accounting Software Setup

Description:

Determine ideal fit for software like Xero or QuickBooks Online and then complete initial setup and connectivity to invoicing software, and other finance apps. Includes meeting with a certified bookkeeper to help establish best practices.

Requirements:

A proper chart of accounts, bank login details.

Price:

TBD

Migrate Project Management Software

Description:

A custom quoted project of bringing any available or needed documents over from their old software to the new one.

Requirements:

A scope of the projects and history that actually needs to be transferred and whether it’s feasible or not.

Price:

Quote Available

Password Management Setup

Description:

Install Dashlane or LastPass, import passwords, and setup users and team if applicable. Hand off training included to explain use and security benefits.

Requirements:

Either a list of previous passwords in a clean spreadsheet, or ability to manually enter past passwords (or scrape them over time).

Price:

Starting at $350

Computer Backup Setup

Description:

Determine needed backup solutions, starting with ODrive and Google Photos and moving on to whole-system backups. Includes referral to IT company if monitoring and more complex systems are needed.

Requirements:

Internet access to a physical computer and an idea of what files are managed and necessary.

Price:

Starting at $200

Team Meeting SOP Design

Description:

Design and deploy a template process for team meetings and management accountability to increase efficiency and effectiveness of meetings and teamwork.

Requirements:

Who, What, When, and Where these meetings are to be performed and what information should be gathered.

Price:

Starting at $375

Lean Canvas Training and Setup

Description:

Help them fill out a lean canvas and use this to move forward quickly with other systems design. Includes a follow up session to check on application and needed optimizations.

Requirements:

Time with the entrepreneur or owner to help them outline their ideal Lean Canvas and setup following meetings.

Price:

Starting at $450

Organizational Structure and Charting

Description:

1-3 sessions with a certified organizational consultant to help them establish an org chart. The purpose being to make their team run more effectively through proper responsibility structures.

Requirements:

TBD. Full list of team members with DISC assessments and interviews depending on their level.

Price:

TBD

Complete Systems Upgrade

Description:

The 360 package. Everything mentioned above. Upgrade all their business and personal systems in a 6 or 12 month deployment cycle paced to 1-2 systems per week. Not for the faint of heart, this is a complete makeover.

Requirements:

Completed a previous package (discounted towards this package), and had a positive track record of implementation and execution.

Price:

Starting at $12,000