systems strategy service
You know as well as I do, there’s literally no point in ‘cracking on’ without a plan!
You have got to this point using your own brilliant business eye for those dreamy client opportunities, obtained by your own clever marketing strategy. Shall we level up now?
like our marketing plans, managing our systems alongside our client journey needs a bit of thought…
what’s the goal?
Manage a team/freelancers more effectively, save some money on expenses, onboard our clients seamlessly or actually step away from the business without the fear!
What are your characteristics and behaviours?
Like doing audience research for our clients, we need to drill down into how you do things and why? If you’re a pen and paper kinda person, totally switching to an online system might be a big step and knowing that means you can implement the right systems that work for you, rather than doing a big switch over and you revert back to your original habits.
What are your pain points?
Maybe it’s endless meetings and writing up summaries of notes (we can automate that!) Or you spend an hour (and the rest) on each proposal in the evenings after teal? Probably doesn’t feel like a lot but if you want to take on more clients (and have a life) you either need to hire someone (£££) or find a way to reduce the repetitive jobs that don’t actually require you to do it all.
what you’ll get…
strategy nuts and bolts
‘1. 60 minute strategy session (online or in person if you’re local and it works out!)
2. Process diagram detailing the current state and recommendations for improvement for:
- Your clients journey – lead capture, onboarding and active customer, and offboarding.
- Workload and task management – how you deliver your service for clients
- Team management – how you manage your team, freelancers and other stakeholders
- ‘You’ management – how you work, how much ‘free time’ you need as a business owner and how to manage growth.
3. System suggestions (and alternatives) detailing how they can fit into your business and help you achieve your goals with pricing considerations. We will discuss these on a 60 minute follow up call.