Step 1. Define Core Offer
We help you make sure your core offer is crystal clear and structured in a way that allows for systemizing and scalability.
Step 2. Develop Systems
We take your core offer and develop for you everything you need to execute it.
- Lead/Sales Management
- Client Management (CRM)
- SOPs (Documentation)
- Email automation
- Forms/Surveys
- Call scheduling
- Contract creation
- Invoicing
- KPI reporting
We will find and set up the tech stack that works best for your business.
Coda will remain the single source of truth of your system (we're Coda expert consultants).
Step 3. Deploy Automation and AI
After we've installed the System into your business and standardised everything, we'll automate EVERY SINGLE PROCESS that can be automated and use AI where necessary.
Our focus is to reduce your workload to a profound minimum and have robots doing your work instead of you or your team.
What we typically automate:
- Creating standard tasks
- Sending follow up emails
- Adding leads to your system
- Onboarding/Offboarding clients
- Generating and sending proposals
- Creating and sending payment links
- Sending meeting recordings/summaries to clients
- Creating and sending contracts to clients
and much more…
Step 4. Draft Your Dream Team
Once we have everything set up and ready for a team to use, we'll find you the support team you need to start delegating.
This part of the service is optional.
If you're a pro at hiring, we'll let you do your thing.
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
.png)
