HOW WE DO IT

  • Survey and interview key players at your firm
  • Compile costs you incur as well as staff and technology that are currently in place
  • Present recommendations to quickly educate you on ways to accelerate your practice
  • Install/create/implement/integrate solutions
  • Train staff and outsourcers to ensure business is running smoothly and you see positive results

Game Plan

To accelerate your growth, we must first understand your methods of operation.

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Deliverables that you receive:
  • Diagram of software and integrations
  • List of annual and 1x costs with discounts negotiated on your behalf
  • Detailed processes to input in CRM
  • Online display of integrations possible and the benefits

STARTING at $2495

Implement Now

Based on the tools and processes you choose , we implement solutions and train your employees.

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Deliverables that you receive:
  • New software installed and working
  • Operations training via phone, video, and emailed visual instructions
  • Confirmation that stored data is accurate and has no duplicate or conflicting information
  • Processes are inputted, customized, and activated

STARTING at $1495

Maintain It

We make sure your systems are always working properly processes are constantly improving.

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Deliverables that you receive:
  • Best practice guidance provided to owner(s) via strategy calls and email
  • Constant coordination of staff with virtual staff to complete work
  • Continued training & tech support
  • Customize process improvements
  • New tech research and cost analysis

STARTING at $369