starting at $600
This package is designed to set up a system or process from start to finish so that you can hit the ground running and not worry about the when or how!
Maybe you know what you need, how you want it to function, and the platform you want to use but don’t have the time. Maybe you need to upgrade to a new system or platform but don’t know the first thing about setting up a project like that. Or maybe, it’s your first time even considering using a system, and you don’t know where to start.
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 critical 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 can maximize its use for your business!
HOW MUCH WILL EACH PROJECT COST?
After our Discovery Call, I’ll send a proposal with the project’s initial scope, including the proposed timeline and cost. The project’s cost will depend on how complicated of a system we are setting up, if there is a data transfer, etc. Some setups are much more straightforward, therefore, cost less.
HOW LONG ARE THESE PROJECTS?
The length of the project will depend on how complicated of a system we are setting up, if there is a data transfer, etc. After our Discovery Call, I’ll send a proposal with the project’s initial scope, including the proposed timeline and cost.
What if I only need to transfer data?
I also do data transfer; however, when you transfer data often, you’ll still have to do some preliminary setup. That being said, I’m happy to discuss your transferring needs, and we can figure out a plan for what you need.
Included with each set-up or Transfer
- Detailed initial call to understand your specific wants and needs.
- Current system audit.
- Detailed recommendations and plan of action.
- System set-up or transfer.
- Complete SOP documentation of system and workflows.
- Zoom training session with you and/or your team (as needed).