First things first: Tell us about your business and where you're currently at when it comes to having things organized and streamlined!  We want to know what type of business you run, and what your biggest needs are so we can support you with a custom experience!

After we review your contact form, you'll hop on a complimentary discovery call with Laura! She'll share more about the process, we'll choose a start date, and we'll talk about how you can actually make your business organization dreams a reality.

After you've signed your contract, you get to braindump the big parts of your process for us to dissect and put into your workflow.  We'll prompt you with the questions we need answers to in order to build you a custom workflow that delivers value to you AND your clients. 

After that, you'll schedule your first 60 minute kick-off call with your project manager! On this call we'll take all your info from your questionnaire, and we'll ask any follow up questions we have to clear up before we begin designing your workflow.  You simply need to answer questions, and we'll take a TON of notes.

Using our signature 8-step workflow process, we'll create the first major draft of your workflow for you.  It will be an
A-Z workflow that outlines every task, email, questionnaire, meeting, client gift, etc. that you need to do from inquiry to final client touchpoint. Then, we'll hop on another call to review it with you!

If you opt for our full service package, once your workflow is finalized, we'll get to work on creating all of your email templates, questionnaires, and other docs you need in your workflow. Then, we'll review these with you on another call! *Note, creating these templates isn't included in our partial service package*

Once your workflow and assets are signed off on, we'll jump into your CRM to input everything. Yup - you don't have to do a thing. We'll input your workflows, email templates, questionnaires, contracts, proposals - anything you contracted us to input, and we'll get your account fully set up and ready to rock.

The best part - once everything is input into your account, you'll hop on your final 2 hour coaching call with Laura or your workflow project manager, and we'll train you on exactly how to use it, optimize it, add it to your projects, make tweaks, edit tasks, edit emails, and so on. You'll be a pro in no time flat.

After you've had a few weeks to poke around and use your new workflows and task management tools in your CRM, we can book extra calls if you need additional support on an a la carte basis.  Many of our clients desire extra "systems coaching" to help them streamline other areas of their business at this point too.