starting at $2,500
If you want your systems and processes to start working smarter, not harder, but don’t have the capacity or knowledge to do it, my one-time Systems Set-Up is for you! This package is designed to set up a new system or process from start to finish so that you can hit the ground running and not worry about the when or how.
I run on systems (and processes) and I have my favorite systems, of course, but that doesn’t mean I’ll recommend that one for you. Each System Set-Up or transfer will look substantially different than the next. That being said part of process is auditing where you are at, your end goal, your must haves, and your wish list items. I’ll put together options and walk you through them to give you an idea of what I’m thinking. Once you decide on a particular route, we’ll begin!
systems + process options
Onboarding + Offboarding
Designing and setting up a new client (or employee) onboarding and off-boarding process. This process includes new material development, system automation, process guide, and example flow.
A well-documented SOP Manual is a key piece of your business you probably don’t think about. I’ll work with you and your team to set up a written and video SOP Manual that ensures your team always has the resources they need.
Whether you need to set up a new PM system or transfer to a better fitting one – I’ll work to find and set up the best option for your team. After all, a well-used PM system can boost productivity, clarity, and communication!
A CRM is one of the most important systems in your business. Maximizing its use is key to keeping track of your relationships. I’ll set it up and guide you through using it to ensure you’re able to maximize its use for your business!
How long are these projects?
Each of these types of projects will look wildly different so there isn’t a standard amount of time it’ll take. After our Discovery Call I’ll send a proposal with the scope of the project including proposed timeline and cost!
Will you set anything else uP?
If you’re looking for assistance in setting up a different system or process let me know. I’d be happy to talk through how I could help or direct you to someone who can!
What if I only need to transfer data?
I also do data transferring however, often times when you transfer data you still have to do some preliminary set up. That being said I’d still be able to help!
Included with each set-up or Transfer
- Detailed interview to understand your specific wants and needs.
- Complete current system audit.
- Detailed options and recommendations for next steps.
- Complete SOP documentation of system and workflows.
- Zoom training session with you and/or your team.