Business Essentials Automation Package

It's one thing to make a sale, its another thing entirely to ensure you have a happy client.  This becomes harder and harder and harder as you grow.

At the end of the day, if your clients are not happy - you are not going to be happy. They will be asking for refunds, you are not feeling like you are doing the best work you could and you will start to question your own value.

This is why we developed our Automation Essentials Package - to ensure your clients feel they have made the right decision to work with you.

Over the next 90-days we will work with you to automate these essential pieces of your business:

Files, Documents

how to name and where to house files (physical & virtual), and how to back them up.

Accounts Receivable

determining which shopping cart platform is best for you to use and processing out how to maintain your incoming payments.

New Client Intake

the steps you need to take to make sure that each new client is made to feel like they are your #1 client.

Ending Client Relations

determining what you are going to do now that what the client purchased from you is complete; the "what's next" steps.

Database / CRM

determining which platform is best for you to use and processing out how to utilize it to its fullest.

Lead Follow-Up

determining & processing out the steps you need to take in order to turn that lead into a paying client.

Client Fulfillment

what needs to happen in order to deliver your programs & services. These are the steps that turn your clients into raving fans.

Each Automation Package Includes:

  • Road Map

    A custom road map that will show each step taken from start to finish.

  • Process Documents

    Detailed step-by-step directions for how you perform the steps laid out in the road map.

  • Templates

    Any templates and scripts that are needed to enhance the process documents.

  • Automation

    We will set up all aspects of the system that can be automated.

  • Delegation

    We will show you which pieces of each system can, and should be, delegated.

  • Peace of Mind

    And best of all, with your Business Essentials fully optimized, you will have the peace of mind that key systems are automated, your team knows exactly what needs to be done and when, and you are able to focus on the pieces of running a business you do best.

If you are interested in learning more about the Business Essentials Automation package, or any of our other automation packages, then...