We are an operations consultancy helping service-based agencies create, document, and automate every process in the operation so that the owner can extract themselves, the team can run the business, and their clients get the best experience.
What’s included:
– Personal Development Plan template
– Structured framework for goal setting and progress tracking
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included in the Role Scorecard:
– Role Scorecard template
– Walkthrough videos showing you how to download, set up, and customise the template for your business
– Access to our Training & Support portal
What’s included in the Client Onboarding Template Bundle:
– Client Onboarding Task List & Dashboard
– Client Onboarding SOP Template
– Client Onboarding Pack Template, including suggested copy
– Client Onboarding Form Template
– 4 x templated client onboarding emails
– 1 x template client onboarding call agenda
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Client Offboarding Template Bundle:
What’s included in the Lead Management Template Bundle:
– Client Services Guide Template, including suggested copy
– Client Proposal Template, including suggested copy
– Community Engagement & Nurture Tracker & Dashboard
– Sales Pitch Tracker & Dashboard
– Lead Pipeline CRM Tracker & Dashboard
– Lead Pipeline Management SOP Template
– 7 x templated lead pipeline management emails
– 1 x template discovery call agenda
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Hiring Bundle:
– Team Cost Calculator
– Application Form & Hiring System
– 10 x Job Descriptions
– 10 x Interview Packs
– Hiring SOP
– Team Hiring Email Templates
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Lead & Client “Everything” Template Bundle:
– Client Services Guide Template, including suggested copy
– Client Proposal Template, including suggested copy
– Community Engagement & Nurture Tracker & Dashboard
– Sales Pitch Tracker & Dashboard
– Lead Pipeline CRM Tracker & Dashboard
– Lead Pipeline Management SOP Template
– 7 x templated lead pipeline management emails
– 1 x template discovery call agenda
– Client Onboarding Task List & Dashboard
– Client Onboarding SOP Template
– Client Onboarding Pack Template, including suggested copy
– Client Onboarding Form
– 4 x templated client onboarding emails
– 1 x template client onboarding call agenda
– Client Management Database
– Service Delivery Check-In Form
– Client Offboarding Task List & Dashboard
– Client Offboarding SOP Template
– Client Offboarding Pack Template, including suggested copy
– Client Feedback & Testimonial Form
– 6 x templated client offboarding emails
– 1 x template client offboarding call agenda
– Task management native automations (ClickUp only)
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Team Management Bundle:
– Team Meeting Action Tracker
– Team Management Database
– Team Recurring Task List
– Team Holiday Calendar
– Personal Development Plan
– Role Scorecard
– Team Feedback Form
– 360 Feedback Review Form
– 360 Feedback Form SOP
– Difficult Conversation Scripts
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
What’s included in the Hiring & Team Management “Everything” Template Bundle:
– Team Cost Calculator
– Application Form & Hiring System
– 10 x Job Descriptions
– 10 x Interview Packs
– Hiring SOP
– Team Hiring Email Templates
– Team Onboarding SOP
– Company Handbook SOP
– Password Management SOP
– Time Tracking SOP
– Team Onboarding Email & Call Agenda Templates
– Team Meeting Action Tracker
– Team Management Database
– Team Recurring Task List
– Team Holiday Calendar
– Personal Development Plan
– Role Scorecard
– Team Feedback Form
– 360 Feedback Review Form
– 360 Feedback Form SOP
– Difficult Conversation Scripts
– Team Offboarding SOP
– Team Offboarding Feedback Form
– Team Offboarding Task List
– Team Offboarding Email & Call Agenda Templates
– Walkthrough videos showing you how to download, set-up and customise the templates for your business
– Access to our Training & Support portal
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