These are just a few of the issues our clients face before they come to us, and these are the perfect recipe for burnout, unsatisfied clients, unecessary expenses and loss of significant revenue.
The problem: There is a better way, but you probably have been used to doing it your way for so long that you have no idea how one, cloud-based system can change that for you... IN A DAY.
The solution: One comprehensive tool that manages your entire business, customizes your client journey, elevates the client, colleague and CEO experience from start to finish.
Get unstuck: This little red button!
DON'T WORRY, WE'VE HELPED OTHER
PEOPLE WITH THE SAME PROBLEMS.
- Shauna Grey, Simplified Savvy Founder
Visual Process Mapping Curation
You know what you know
“Fallon, but I don’t have a process.” You do! You have a way you do things currently and a way you wish you did things. This is a guided brain dump to help you "get it all out" so we can work our magic.
We know what we know
We review and create a full visual flowchart .
The map illuminates the gaps
Identify where you are dropping the ball for your clients and team .
Streamline applications used in operations (i.e. Calendly, Trello, Dubsado, Hubspot, Basecamp, Google Forms, Canva, Paypal, Quickbooks, etc)
60-90 min zoom call where we review your process map flowchart using F8 method
Clarity on each step of your current vs. ideal client journey and what systems, applications, verbiage and more you are using elimination of all necessary steps, applications and systems
Final remediation recommendations will be made after the clarity call on how to proceed with implementation of the streamlined process from end to end. You will have the option to move forward and DIY or turn over full implementation to F28 in our applicable Done-For-You Services.
Brand settings (logo, colors, etc).
Scheduler setup and calendar integration.
Client portal w/ domain white labeling.
Data import from existing CRM, if any
Payment processor and accounting integration.
Custom lead capture, questionnaire, proposal & contract forms.
Half-day system implementation walkthrough
Customized Dubsado training for your system
We know that you may have questions about how certain workflows are triggered or encounter small updates that need to be made once you have leads and clients regularly using the workflow. We've got your back!
Learn which part of your process where you can let go and focus on : eliminate bottle neck, identify what to streamline with a bird's eye view of your system, and what to improve to create a consistent, revenue-generating customer experience.
Centralized reference for all leads from all channels systemized lead capture (no more excel, DMs etc), data analytics
Maintain your brand's personality, look and feel into your Dubsado and client portal so your website and CRM feels and works as one!
Reduce the time you spend on manual, repetitive tasks by automating busywork so you can finally work ON your business not IN it. No more wasted time spent following up with leads and clients. Use your newfound free time to focus on serving your clients and staying in yourf zone of genius to generate revenue and build relationships.
Maximize Dubsado's features for your specific business aspects and integrate with your existing applications for your overall system to run seamlessly. Centralized reference for all leads from all channels systemized lead capture (no more excel, DMs etc), data analytics. Customize the perfect mix of automation and human connection so you don't have to lift a finger as you customer goes through their journey.
You get to FIRE YOURSELF from all the tasks you hate doing, can't remember and are too busy to do or don't know how to do anyway, so that you can experience the FREEDOM you desire and FOCUS on current clients and cultivating your creativity!
Whether you use
We will help with the tedious step of
Mapping Our Your Process.
Articulating and documenting every step, yes every single one, of your process is time consuming on the front-end, but pales in comparison to the time you gain back in the long-term.
Why? Once you document and map out your processes you can automate, delegate, consolidate them. Streamline them even more by eliminating the ones that no longer make sense.
Updated your services lately?
Thinking of launching a new one?
Never got clear on every step you take in your current process?
Tired of hearing everyone say "Oh, all you've got to do is map your process," but you have no idea how?
Use our 8-step SIMPLIFIED SALES system to easily illuminate all the tasks required to capture, convert and complete client fulfillment so we can finally eliminate the burn out and overwhelm from all the moving pieces.
How you educate, entertain and add value to your followers
How you manage, gather and store client information and
inquiries after capturing their attention
How you educate, communicate and follow up with prospective clients
How you initiate, track and manage payment processing
How you protect, secure and document client agreements
How you organize and implement project management
How you create recurring revenue, ensure customer retention and referrals
How you manage and organize your teams' onboarding,
training, payroll and policies & procedures