Discovery Session to Dissect Current Issue(s) and Pain Points
Starting with an in-person or Zoom meeting, we’ll discuss your business origin story, how you have grown, and what pain points and bottlenecks you are facing at this stage in your business. It’s important to get an honest, genuine assessment of the issues you’re facing and what headaches you’re experiencing in your day-to-day operations.
During this session, you’ll be provided with positive, uplifting support to show you that hope and solutions are out there, and together, we can determine and implement the right solutions in a timely and effective manner.
Choosing Streamlined Solutions for Optimal Results
Whether you have a software solution in mind or have no idea what’s available or which software solutions to choose, I conduct research and provide an unbiased assessment of the pros and cons of each potential software solution. Then, I help you decide which software solution(s) work best for you based on your specific pain points and business goals.
Set Up and Streamlining Software Solutions, Systems & Processes
Once we have determined the best software solution(s) to support your business, we’ll work together to streamline business processes so the new software solution(s) is set up to match the exact needs of your business. Working in the software solution(s) with you, I’ll guide and advise you every step of the way.
Word of caution: This stage of the program can feel uncomfortable for many business owners. This is normal and to be expected, but I promise that the improved efficiency and performance you‘ll experience after implementing these new software solutions and systems will be well worth your time and effort in this stage.
Support CEO and Team in Implementing Systems and Process Improvements
In parallel to the work we’ve done in Parts 1-3, we’ve been making decisions and documenting your Policies and Procedures all along the way. By focusing on “processes before platforms,” you not only have a software solution(s) set up and suited to your exact business needs; you’ll have a detailed Process & Procedures document that makes it easy for you and your team to implement the new software solution(s) and systems so they work the way you envisioned.
I also provide additional support at this stage to ensure both you and your team are successful.