Full Systems Overhaul: Build the Foundation for Scalable Growth

What’s Included:

1. Comprehensive Systems Audit:

   • Perform an end-to-end evaluation of all systems and tools currently in use.

   • Identify inefficiencies, gaps, and opportunities for streamlining.

   • Review key areas such as project management, CRM, client onboarding, reporting, and automation.

2. Custom Workflow and Automation Setup:

   • Design and implement 3–5 core workflows or automations, such as:

     • Centralized dashboards for visibility into operations.

     • CRM integrations for seamless client tracking.

     • Automated reporting systems to save hours on repetitive tasks.

     • Streamlined file storage and collaboration systems.

3. Standard Operating Procedures (SOPs):

   • Deliver detailed, user-friendly SOPs for each new or optimized system.

   • Include step-by-step instructions, visuals, and troubleshooting tips.

4. Team Training for Seamless Adoption:

   • Conduct a live or recorded training session to onboard your team to the new systems.

   • Provide tailored guidance to ensure confidence and consistency in using the tools.

5. Bonus: Systems Optimization Toolkit:

   • A personalized "Maintenance and Scaling Guide" to keep systems efficient as your business grows.

   • Exclusive access to templates and workflows tailored to your business needs.

Price:

$3,500 (Standard Overhaul for smaller teams)
$5,000 (Enhanced Overhaul with added workflows, advanced integrations, and extended support)