Onboarding a new client is critical for the future of the relationship, and when done right can increase your capacity by 3x. Are you setting yourself up for success?
- Templates for organized, productive early-stage meetings
- Process flowcharts that set expectations for clients and internal teams
- Onboarding checklists to ensure completeness
- Training how to set expectations and milestones
- Intake forms for collection and organization of new client data
- Onboarding emails that make communication, clear, consistent, and effective
Constantly putting out fires and getting caught unprepared? Streamline your day-to-day for greater efficiency and client retention.
- Conduct a project management audit to evaluating process, tools, and adoption
- Support with training and implementation of new tools
- Setting milestones and key check-ins
- Stay ahead of potential issues with client satisfaction surveys
- Sample client emails for onboarding, conflict resolution, and reporting
- Tools for smarter work (dashboards, reporting, sharing files, etc)
- Case study templates to share success stories quickly
- Strategies for taking – and acting on – feedback
Ever feel like projects are managing your team? Get on track and protect your margins.
- Improving current PM processes
- Selecting the right PM tools for your business
- Setting up, and setting rules for dedicated process communication channels
- Centralizing client / team documents so they are easy to find
- Creating repeatable workflows so you are not reinventing the wheel
- Creating easy handoffs and review processes to avoid a million meetings
- Developing owner dashboards for team oversight without getting into the weeds
Missteps in hiring and firing and are the most costly a business can make. Nail the process, save time and money.
- Hiring emails, letters, and timelines that are consistent and repeatable
- Templates for creating job postings
- Interview guides that make screening valuable and productive
- Documenting your hiring pipeline, don’t get caught resource-constrained
- Scalable hiring/onboarding processes to get new hires up to speed quickly
- Training and assessments for new hires to cultivate better employees
- Onboarding scorecards for continuous process improvement
Sales are the lifeblood of your business. Let’s get it pumping!
- Documenting sales process, from lead generation to onboarding handoff
- Improving sales through sales training and online lead generation funnels
- Tools for overcoming objections, addressing pain points, and case studies
- Identifying ideal client personas and qualification processes
- Email and proposal templates that allow for scale and consistency
- Sales scorecard templates for individual and pipeline visibility