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Systems Coaching Sessions
Client Journey Mapping, Strategic Roadmap PLUS Full Implementation
(Save 15% with this option)
A comprehensive review and findings of ways in which you could up-level and improve your systems and meet all of the different needs of your Client Journey. This will give you a direction in which to take your systems and improve your business.
Included/How it Works:
A 30 minute follow up session to go over your improved journey, ask new questions, see if we can improve it even more and make necessary changes.
We will then create a ‘roadmap’ for your business of how to best move forward, given your new and improved client journey. We will include specific programs that we suggest, with budget info for each, pros and cons, as well as a back up plan. We will also be including a video of us walking through the roadmap, explaining how we came to these conclusions. We will then hold a 45 minute meeting to present you with these options and talk through and we came to those conclusions.
We will then take the systems you end up choosing and set them up completely for you, from the ground up. We will get your email templates set up, your schedulers, your forms (these could be contracts, proposals, questionnaires, etc), your lead pipeline, your payment plans etc (all depending on what the system you choose is capable of and what is needed to support your client journey.) Please note: This package includes the complete set up of *one* main system (ie. CRM system), if you require any additional systems to be set up, that can be done at an additional cost. (Also, if you require Salesforce, Hubspot or Kajabi, these set ups will come at an additional cost as well, as those systems require alot more skill and time).
Strategic Support
Already have a CRM setup for your business but need some extra help setting up or have some questions? We will meet via Zoom and discuss what you need help with and sort it out right there.
Power Hour
An hour-long turbo session, where you can ask me anything about your CRM or systems. I’ll get info and prepare ahead of time and together we will take charge and conquer your system’s issue.
- Recording of our session
- Clear action steps to put into place
- Only $195!!
Workflow Development Session
1 Workflow | 7 to 14-day Turnaround
Don’t have a process yet for how your pipeline should work? I can help you develop a process from lead capture to off-boarding your client.
This 2-hour session will include three phases—understanding your process, creating the workflow on paper, then implementing it in your CRM.
- 1-on-1 Workflow Development Session
- 1 tested and Implemented Workflow
- Process Documentation (written out process)
(Other)CRM in Four Weeks
Need to set up a CRM but don’t see the one you want listed here? We can set up a different CRM for you!
After the Systems Coaching Session, we create the workflows in your CRM in addition to other features your CRM has to offer like – building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
- 45-minute Systems Coaching Session
- 45-minute CRM Training Walkthrough
- Setting up your email templates (up to 10)
- 3 Workflows
- 1 Integration
- 1 week of support through Asana
- PLUS: Client Journey Template
- Email Template Basic Kit
- Asana Tutorial Video: The Basics
- 45-minute Strategy Session
- 45-minute CRM Training Walkthrough
- Setting up your email templates (up to 10)
- 3 Workflows
- 1 Integration
- 1 week of support through Asana
- PLUS: Client Journey Template
- Email Template Basic Kit
- Asana Tutorial Video: The Basics
(Other)CRM in Four Weeks
Need to set up a CRM but don’t see the one you want listed here? We can set up a different CRM for you!
After the strategy session, we create the workflows in your CRM in addition to other features your CRM has to offer like – building out brochures/proposals, scheduling set-up, lead capturing, templates. This will help you book more clients and remove the drag of contract write-ups and manual payment systems.
*The client must provide the copy for brochures, emails, contracts, invoices, and forms. As well as all branding materials. Add-ons such as importing additional brochures and workflows are available a la carte.
Just the Research Add-On
Unsure which CRM is the best fit for your business needs?
Let us do the research for you! Research into which top 2-3 CRMs are best for you and a breakdown of how they compare so that you can make the best decision.
- Customized for your project
Support / Customization
Have an existing CRM but need some help customizing it or fixing something up? Or perhaps you need to add a workflow or integration and you’re not sure how? We’re here for you.
Let’s sit down and discuss what you need help with and how we can assist you and get your CRM running efficiently again.
- Customized for your project
CRM Concierge Support Retainer: 10 Hrs CRM Support & Maintenance
Our CRM Concierge Support Retainer is designed to help you save money while getting more value out of your CRM. They come in 10, 15, or 20 hours packages, so you can decide how much help you may need in a month and only pay for that. Saves you on a full-time employee!
We work in MANY different systems and CRMs but have the MOST experience with the following: Dubsado, Honeybook, 17Hats, Hubspot, Salesforce, Paperbell, Practice, JaneApp and Zoho.
- 10 hours of support to used by the end of the calendar month
- Exclusive use of your own private Asana form that your team can use to submit and tickets, requests or questions for your Salesforce.
- Your own private Slack channel to communicate with us
- Access to a Team of Experts in varying CRM fields.
What's next?
- Book a discovery call
- Learn what systems setups will get you the greatest ROI
- Gain expert support, hours back in your life and become the boss of your business
Let's work together to make your business more efficient and profitable!
Below are a few of the services we offer to streamline your business processes:
Services
1
Dubsado & Honeybook
Dubsado and Honeybook can do so much for you and your business! Let us help with strategy and support.
2
Salesforce
Let us set up your Salesforce to create the best sales, customer service, marketing automation and analytics systems in place.
3
Email Marketing Platform Automation
Email marketing doesn't have to be a drag! Let us put our expertise to use to set up your email marketing platform the best way for your business.
5
Zapier
Let's save you time by automating repetitive tasks between two or more of your work apps.
6
CRM Services
Including both strategy sessions, VIP sessions and done-for-you builds, we have you covered.
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