Business Systems & Efficiency Package

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, fulfilment 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