Different business owners have different needs.
No business is alike, so we don't offer cookie-cutter programs. Our clients come to us from different starting points. We understand the journey isn't a straight line. We have a flexible package plan that you can change each month. So there is no long-term commitment. We create a program that gives you every opportunity to succeed and the chance to take control of your business!
In order to get control of your business you need a system. One that is tailored for your business that keeps the line of communication open between your clients and your staff. We set up all of our clients with a CRM system, importing data and adding features that are beneficial to your business. Click here if you want to learn more about CRM systems.
Our team will roll up our sleeves and create the systems needed to get your business to the next level. We recommend our clients to start at this speed for three months. This will allow our team to get the base systems, workflows, pipelines, and communications in place. Once the three months are complete, we will sit down and reevaluate what has been done and what is the best way to move forward. If the client wants to see the most results, this is the plan to continue with monthly!
Meet 4 times a month
Our team works up to 12 hours a month on your boat
All areas of boat are covered
Level with highest results and consistency
If all your systems work is done, but you want to add a new pipeline, workflow or new feature, this is the plan
for you. This is a very popular plan for our clients because it keeps the ship moving forward while adjustments
are made. We keep our eyes on your system so you can keep your eyes on other business matters. We can keep you in front of your clients by adding a newsletter, a new workflow, etc.
Meet 2 times a month
Our team works up to 6 hours a month on your boat
Specific areas of boat are covered
Level used for adjustments and add on features
If the boat is running smoothly, this is a great plan! We will monitor the data to make
sure everything is full steam ahead. We will meet once a month to go over the numbers and any issues we
Meet 1 time a month
Our team works up to 3 hours a month on your boat
Level used to maintain system and watch out for any issues.
If you want to do it yourself and just want a system in place, we have a plan for you.
Use the systems & pipelines we built for you OR use our templates.
Ability to adjust your plan to get more assistance when needed.
Our staff has a ton of knowledge in many different areas. Whether it is technical help on some systems or data, setting up email campaigns, or needing a project coordinator. We can do short-term or long-term work.