Team Automation Package

There are a ton of little (and some big) things that go into running a successful business. Most you already know about, but some I bet you never thought of before.

Let me ask you this...

Tired of wearing all the hats? Tired of dropping all the balls? Tired of doing it all yourself?

Bring on team members, even if it is just one VA, may seem like a simple task. But in reality, it can all fall apart if you don't have the proper systems in place.

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

Files, Documents

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

Accounts Payable

let's make sure your team is paid on time with as little amount of effort as possible.

New Team Member Intake

finding team members and bringing them on board is nothing to take lightly. Having the proper procedures in place will ensure that your team members can hit the ground running. 

Ending Team Relations

sometimes things happen and you need to part ways with a team member. Lets make sure that transition is as smooth as possible.

Project / Task Management

we will help you determine which is the best task management platform(s) to use, how to use it to it's fullest so you never need to ask "has this been done".

Team Rolls & Position Descriptions

when everyone on the team, especially you, knows who is is doing what - your business will run like clockwork. No more "I didn't know I was responsible for that".

Team Communication & Management

along with the task management system, determining & processing out how you work with your team to ensure that expectation are met

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 Team Automation package, or any of our other automation packages, then...