We love working with growth-minded CEOs on strategy and improving client success plans that clears the path to more money.
With more money in your business, you can pay yourself more and invest into the growth of your company. When you business is running like a well- oiled machine, you can leverage it to create more personal wealth, establish a business that's properly run, so that you can have a GREAT future!
Wins For Our Clients: A service based business had a client success pathway that was broken. Digging into the data, we discovered over $100,000 in new leads that had not been followed up on. By hiring us, we built and redefined the success pathways that helped them collect $18,000 in the first two weeks of implementation.
We will help you uncover the true disruptions in your client success pathways that are the bottleneck to more money in your bank account. We will analyze your current service flow and tell you what solutions you need to fix them (Train People, Build Processes or Build Out Technology), so you can run efficiently grow your business and scale!
The levels of chaos are deep and I don’t have words to describe all the things that are going wrong.
I am always overwhelmed and tired of the operations dysfunction.
I am the bottleneck, but I don't know how to break the cycle.
That you had a client success plan leading to more money!
That you were no longer the bottleneck in your business!
That you could finally delegate work to your team!
You can optimize your client success plan!
You can eliminate the bottlenecks!
You can onboard new leads faster improving your cash flow!
INTRODUCING…
To make sure your client success pathways are clear, you should have visibility of all the steps required to ensure a seamless client experience.
Performing this step is like giving your client service plan a check-up at the doctor. It helps you see what's working well and what needs fixing so your client experience stays healthy and vibrant!
You are a professional service based business
You want to scale your business to 7 figures in the next 3-5 years
You generate at least $250K+ annually
You have a team of at least 3 people (including yourself, virtual staff OK)
You run a product based business and do not offer services
You are happy with your status and not in growth mode
You earn less than $250K annually
You have no team, or plans to hire anytime soon
Uncovering the disruptions in your client service journey:
Discover the gaps that cause your revenue to bottleneck or stop.
By identifying these money disruptions, we can create a more reliable pathway for you to get paid.
Bring your service processes back into alignment:
This step ensures consistency and efficiency across your team, leading to a better client experience. Streamlined processes help reduce errors and save valuable time, allowing you to focus on delivering exceptional service.
Building the "happy" + operational peace between you and your team:
Achieving operational peace is possible with streamlined processes allowing you to delegate effectively. You make sure things are done right the first time.
Implementing the steps needed to scale your business:
Scaling your business involves implementing key steps to streamline processes and improve efficiency. This ensures consistent, high-quality service delivery as your client base grows.
Gaining new clients and watching your revenue increase:
Earning new clients and watching your revenue increase is an exhilarating experience for any business. It signifies growth, validation of your efforts, and the potential for even greater success.
A full AUDIT of your how you're working with clients and delivering your services.
We will document, evaluate and optimize areas of service improvement and provide a detailed
Client Audit Success Plan with the following:
1) Detailed, step by step, optimized client onboarding processes based on your services
2) High Level Checklist of Service Standard Operating Procedures (SOPs)
3) Client Service Tasks Checklist effective in delegation
4) A Technology Stack Review and Optimization Recommendations
You will be clear on how to: Improve Service, Stop Losing Money, Retain Existing clients, Serve New Ones, Delegate Effectively and Generate More Client Referrals.
By reviewing each step, you can identify areas for improvement and enhance the overall client experience. Evaluating your client service steps from ensures every part of the process is efficient and effective
Seeing how your team is working together helps identify strengths and areas for improvement. By regularly assessing team dynamics, you can ensure everyone is aligned and working efficiently towards common goals.
Delving into your data helps identify hidden problems that might be affecting your business. By analyzing the details, we can uncover the root causes and implement targeted and effective solutions.
Creating a clear client success path helps streamline your service delivery, ensuring clients achieve their goals efficiently. This not only enhances client satisfaction but also boosts your revenue by encouraging repeat business and referrals.
Assessing your current technology stack helps identify gaps and inefficiencies in your operations. This evaluation ensures your tools are optimized to support your business goals effectively, leading to higher productivity.
We work together to find the best solutions that fit your business needs. By collaborating closely, we ensure that every strategy aligns perfectly with your goals and enhances your client
success plans.
Think of it like going to the doctor to make sure you're healthy. A client service journey audit helps to make sure the pathways to revenue stays clear and your systems are set up to scale.
It depends on your business. Some businesses need check-ups more often than others. Like how some people go to the doctor more often if they have special health needs. If your client service systems have been on life support for a while, you may need more regular check-ins.
It's kind of like asking how long a doctor's appointment takes. It can vary depending on how big your business is and what needs to be checked. On average, our audits take at least 30-45 days to complete.
Our audit looks at the service aspects of what your business does, how it onboards new clients, how it makes sure nothing falls through the cracks, how it makes sure clients are served well and what systems are in place that support long term client satisfaction and retention.
The investment can be different depending on how big your business is and what needs to be checked. Check above for pricing transparency.
After the audit report is complete, your business gets a report card with the things your business is doing well across your client service systems, and the things it could do better. You can then implement the recommendations yourself, or opt into our ongoing Fractional COO Services.
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