⚙️ Business Systems & Efficiency Package
For growing businesses that need to streamline operations, improve workflows, and scale
Service Description
🧩 What’s Included: ✅ Operations Audit Review of current workflows, tools, and daily processes Identify inefficiencies, bottlenecks, and duplication of effort ✅ Systems Mapping & Optimization Map out your ideal customer journey, fulfillment process, and team tasks Recommend best-fit tools (project management, CRM, invoicing, etc.) ✅ Automation Strategy Identify repeatable tasks that can be automated (e.g., emails, bookings, reminders) Help setting up automations with tools like Zapier, Calendly, Mailchimp, etc. ✅ CRM Setup or Optimization Guidance on choosing and setting up a customer relationship management system Custom tagging, pipelines, and workflows tailored to your business ✅ Internal Communication & Team Tools Recommend tools for collaboration, SOP creation, and file management (e.g., Slack, Notion, Trello) Help with onboarding your team into the system ✅ Performance & Productivity Dashboard Help setting up basic tracking (e.g., sales KPIs, client status, tasks) using tools like Google Sheets, Airtable, or Notion ✅ Staff/Team Training Materials Process documentation or video tutorials for smoother team onboarding Optional 1:1 session or live team training ✅ Best For: Service-based businesses feeling overwhelmed or disorganized Business owners spending too much time on admin Teams that need better systems and clearer communication Entrepreneurs preparing to scale and hire
Cancellation Policy
📌 DirectThrive Booking Policy At DirectThrive, we value your time and ours. To ensure a smooth experience for every client, please review our booking policy below: 🔹 1. Appointment Booking All 1:1 consultations, mentorship calls, or strategy sessions must be booked through our official booking system. You will receive a confirmation email immediately after booking. If you don’t receive one, please contact us. 🔹 2. Rescheduling & Cancellations You may reschedule or cancel your session at least 24 hours in advance using the link in your confirmation email. Cancellations or reschedules made less than 24 hours before your session may result in a forfeited session or fee, depending on the service tier. 🔹 3. No-Show Policy If you miss your scheduled appointment without notice, the session will be marked as a no-show and may not be rescheduled or refunded. We allow one courtesy reschedule in the event of a no-show. Additional no-shows may lead to removal from future services or programs. 🔹 4. Payment & Refunds Full payment (if applicable) is required at the time of booking. We do not offer refunds for missed or canceled sessions. Credit may be offered for future bookings under special circumstances. 🔹 5. Communication All follow-up communication, resources, or prep work will be sent via email within 24 hours after your session. For mentorship clients, additional contact methods (DM/voice note) may be outlined in your onboarding email. 🔹 6. Respect & Professionalism We maintain a safe and respectful environment. Harassment, disrespect, or misuse of our time or resources will result in immediate termination of services without refund. 💬 Questions? Email us anytime at Support@directtrive.com or send a message through our contact form. Thank you for choosing DirectThrive — we're here to help you build, grow, and thrive.
Contact Details
support@directthrive.com
United Kingdom