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Our Process

Delivering Consistent Results

Business Introduction Call (FREE For Copper Customers)

The objective of the call is to determine if we’re a good fit for your specific needs. If your team is using Copper CRM along with the software stack that we regularly work with, we will jump right into a Discovery Session. If you are not using Copper or looking for general software/business process/automation consulting, you can instead purchase a consulting session here.

Needs Discovery Session

If you are using Copper (and our ideal software stack alongside it), and it's clear that we can help, we will have an initial screen share session to go over your existing systems and business processes to discuss goals, automation needs, and ways to streamline operations, to determine if it makes sense to move to a paid Discovery Phase.

Together, we will break down your needs into project phases (Phase 1/2/3) before moving into the Discovery Phase. If you need general software/business process/automation consulting, you can instead purchase a consulting session here.

Discovery Phase (Diagnosis) + Phase 1 Delivery

The goal of this phase is to understand the ins-and-outs of the problem at-hand, building a roadmap for streamlining and automating where needed. Once we have uncovered any potential unknowns and set clear expectations, we will begin work on Phase 1 of the project.

The deliverables are:

  1. A breakdown of what's included in Phase 1 and what Phase 2/3+ may look like
  2. The delivery of Phase 1 (that is mutually agreed upon based on time, budget, and scope)
  3. A plan and timeline for what future phases may look like
Performance & Maintenance Package

This consists of ongoing maintenance, automation monitoring, and CRM/software/business process consulting. It is required that our clients sign on to an ongoing tier if automation is built.

If you do not need automation support, you can check out our available quarterly consulting packages here.

Business Process Success Stories

What Our Clients Are Saying

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