Systems and automation
Systems, automation and support
CRM, documented processes and automation, so the business runs without depending on you for everything.
Overview
Growth stalls when everything routes through the owner. We put the systems in: a CRM that gets used, processes written down, and automation on the repetitive work, so the business can handle more without you working more.
Who this is for
- Owners who are the bottleneck in their own business
- Teams with no documented processes
- Businesses losing leads because follow-up is manual
Scope
What’s included
The concrete pieces of work covered by this service.
- CRM system set-up
- Standard operating procedures (SOPs)
- Automated systems and workflows
- Email automation
- Virtual assistant support
How it works
The engagement, step by step
Process mapping
We map how work actually moves through the business today, including the parts that only exist in your head.
System set-up
CRM configured around how you actually sell, not around a default template.
Documentation
SOPs written for the recurring work, so it can be handed to someone else.
Automation and support
Automation on the repetitive steps, with virtual assistant support where a person is still needed.
Related
These areas work best together. Most engagements touch more than one.
Talk to us about systems and automation
Book a consultation and we will tell you what we would do, in what order, and what it would cost.