Systems Blueprint
Turn your processes and business data
into seamless, automated systems.
Get a blueprint to automate your business
Our audit streamlines your sales or operations, driving efficiency, insightful reporting, and strategic growth.
By analyzing your existing processes, systems, and business goals, we'll pave the way for a data-driven, tech-empowered hub for your team.
Sales Hub
Design intentional experiences for customers and your sales team.
As your service business grows and expands revenue streams, tracking signed clients, potential customers in the sales pipeline, and new leads can become a fractured picture, split across multiple apps.
By creating a hub for this information, you can make your daily sales activities clearer and uncover important data and insights that are crucial for business growth and future revenue streams.
When you have a sales hub for monitoring customer interactions, predicting sales, and handling follow-ups, you give your sales team the tools they need to increase revenue and improve customer relationships, ultimately leading to sustainable business growth.
Ops Hub
Work smarter with a dedicated space for client data.
You have put in place standardized processes, project and task templates, questionnaires, welcome guides, and more. But, your team feels like they are pushing buttons more than doing real work.
What's missing is a central system to store and organize information in a structured, automated way. Organizing client information as data enables various automated processes.
By automating core processes like project onboarding, client signoffs, revision requests, member course completion and engagement, and testimonials, your team can grow their capacity and win back time. An ops hub ensures your operations run smoothly and efficiently, allowing you to focus on delivering exceptional service and scaling your business.
Impact Hub
Remove the frenzy of impact reporting.
As a non-profit organization, you know your programs, the people you help, and the impact of your work. But sharing this story through data can be challenging.
As you organize online and in-person events, and gather feedback through surveys to build a lively online community, it's crucial to capture attendance, feedback, and engagement metrics.
When all this data is centralized, you'll have one place to assess the effectiveness of your programs, immediate outcomes, and the long-term impact on your audience. While this process can be time-consuming, it can be automated, freeing up your team to focus on serving people, securing funding, and managing programs.
From blueprint to implementation
Once we have a blueprint, we'll plan your business's transformation, putting your team in the driver's seat. Our scope will include building systems, testing systems, systems training, and going live.
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