Services

SERVICE LEVELS

Implementation

Working with your Executive Team and Operations Manager

Advisory

Guiding your Executive Team and Operations Manager

DIY

Templates, Educational Materials, Processes, Providers, and Boost Calls

Deliverables

People – Skill Role Matching, Productive Collaboration, Career Pathing, Talent Development, Hiring and Outsourcing, Strategizing, Client Segmentation, Services Delineation, Ideal Client Matching, and Off Boarding Process Management.

Profitability – Project 5-year Growth Goal and 1-Year Revenue Expense with recommendations and analysis of impact on staff and profitability. Define priorities, timeline, resource allocation, champions to implement and achieve high adoption and impact of improvements.

Productivity – Utilize IDEOS® to maximize the use of staff, providers, tech to reduce work and improve the client experience. Identify and recommend improvements through design thinking, process and tech flow diagrams, and ‘sell, not tell’ communication methods.

Growth – Identify major gaps and low impact marketing. Identify major market-ing needs, metrics, goals, providers, and resource allocation, Provide quick wins to convert viewers into calls and build trust online.

5 E BENEFITS

EMBRACE CLARITY
EASE THE LEARNING CURVE
ELIMINATE TIME WASTERS
ENERGIZE GROWTH
ENGAGE STAFF

Testimonials