Done For You: Client Relationship Management Optimization

CRM Optimization is our Signature Service that assists service-based entrepreneurs with transforming their businesses by streamlining their processes, automating their tasks, and enhancing their client experience.

CRMS

• Dubsado
• Honeybook
• Keap
• Go-High-Level

Investment starts at $2,500

Operation Management Retainer Services

This service is for experts and visionaries who need to get out of the day-to-day operations and receive assistance from an Operations Manager with operations fulfillment, business automation strategy, and project/team management.

We help with:

Managing:

• Project & Launch Management
• Team Management
• Systems Building & Standard Operating Procedures
• Monitoring Metrics & Analysis
• Monitoring P&L and analysis.
• Recruiting & Vetting

Implementing: 

• Autoresponders
• Sales Funnels
• Marketing Campaigns
• Development & Maintenance
• Email Marketing
• Course build outs and product setup
• Tech for webinars and Masterclasses

Strategizing: 

• Metric Analysis
• Revenue Generating Activities: Strategizing & Monitoring
• Monthly Strategy sessions
• Team building
• Customer Journey Workflow Strategy

Investment starting at $2000/month with a 3-month minimum

"Operations Makeover"

This service is designed for businesses aiming to optimize and enhance their backend infrastructure. The Operations Makeover includes a detailed strategy blueprint and an optional service for full software setup. This package not only facilitates operational setup but also allows you to step away from daily tasks, recruit effectively, and align your work with your business goals.

Includes:

• Business Assessment: We start with an assessment of the business to identify areas that need improvement or streamlining. This includes a review of their existing operations, systems, and processes.
• Operations Plan: Based on the assessment, create an operations plan that outlines the specific tasks to be addressed and the timeline for completion.
• System Implementation: Work with the business to implement the systems and processes outlined in the operations plan. This may include setting up a project management system, creating standard operating procedures, or establishing a customer service protocol.
• Testing and Refinement: Once the systems and processes are in place, test them to ensure they are working effectively. Make any necessary adjustments or refinements based on feedback from the entrepreneur or their team.
• Ongoing Support: Provide ongoing support and guidance to the entrepreneur as they continue to implement and refine their operations. This may include regular check-ins, training sessions, or troubleshooting assistance.

Investment starts at $8,000

VIP Days

Spend 4 hours in an in-depth session with our CEO and head consultant, Lanisha. Gain clarity on your systems; Implementing them in one day yields extensive benefits. Receive real-time feedback and training to establish a system tailored to you and your team.

Investment: $3500

Quick Tech Fix

You've been evolving in your business and your tech hasn't been keeping up.

Sometimes it just takes an expert who can come in and make tweaks that can give you the greatest impact.

We can fine-tune your:

• Onboarding setups
• Lead Management Flows
• retention workflows
• Zapier automation
• and so much more

Your tech fix week is a technical quick fix for all your backend updates, so they can finally start supporting you.

Investment: $695

Customer Journey Mapping

A client journey mapping session is a collaborative process where we delve into the various touchpoints and experiences your clients have with your business. We map out every step of their journey, from initial contact to post-purchase interactions, to understand their perspectives, needs, and pain points. This session helps identify opportunities for improvement, enhance customer satisfaction, and ultimately drive business growth by aligning your strategies with your clients' expectations.

Investment: $500