Our Process

Delivering Consistent Results

Needs Discovery Session [FREE]

The objective of the call is to determine if we’re a good fit for your specific needs. We have an initial screen share session to go over your existing systems and business processes, and discuss goals, automation needs, and ways to streamline operations.

Discovery Phase (Diagnosis)

The goal of this phase is to understand the ins-and-outs of your business and to build a roadmap for streamlining and automating where possible. This includes making appropriate software and process recommendations. The deliverables are:

  1. Standardized documentation of your various processes, broken down by department
  2. Scope of work agreement for the project
  3. Estimated project timeline for implementation
Project Implementation

Implementation of project and automations.

Process Training

Work with the designated customer champion to ensure user-adoption company-wide.

Performance & Maintenance Package

This consists of ongoing maintenance, automation monitoring, and CRM/software/business process consulting. We will make sure that your company is continuously evolving and comfortable with rapid growth.

Business Process Success Stories

What Our Clients Are Saying