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Systems Set-up
Efficient and effective systems are essential for success in any organization. If you have systems but they aren't working, or if you need systems and a plan for implementation, we can help.
We are expert problem solvers. We assess current processes, develop a plan for change and help implement that plan. Whether it's building Standard Operating Procedures, implementing a CRM or PM system or working on automations, our targeted support will make your day-to-day operations much smoother.
Building SOPs - what's included
Standard Operating Procedures are one of the most overlooked, yet critical pieces of a resilient organization. We like to think of them as the backbone of a strong company. If someone is on vacation, away from the office for sickness or needs to hand off tasks due to a burgeoning workload, effective SOPs allow a replacement to step in and complete the work that needs to be done.
We will work with you to document SOPs in a standardized way and log them so that they can be used and updated well into the future.
Investment: Pricing varies depending on the SOPs required. Please click below to get started.
CRM, PM Set-up - what's included
If you deal with people, chances are, you need a system for CRM (Customer Relationship Management). Whether you're keeping track of customer data, need automations for your services or need to manage new leads, an effective CRM will help you achieve those goals.
Once you have a CRM system, you may need help keeping track of your day-to-day operations. A PM (Project Management) system will help you stay on top of your to-do list, communicate with your team and beyond.
We will assist you with setting up these systems and implementing them into your operations. If you know what you need, we'd love to be in touch. If you're not sure, we recommend starting with the Business Audit.
Investment: Pricing varies depending on the systems and support required. Please click below to get started.
Phone
403-540-0211