BUSINESS OPERATIONS SUPPORT
GUIDING YOUR PRIVATE PRACTICE TOWARD LASTING SUCCESS
We provide strategic operations support for the daily tasks that consume your valuable time, develop strategies for growth in your business, and everything in between.
We work WITH you to ensure that you can focus on the money maker tasks that will move you forward while knowing the rest of your business and your clients are being taken care of.
Business Audit
Our comprehensive business audits offer a transformative journey into the heart of your systems, processes, and automations. With a meticulous focus on detail, we delve into the intricate web of your operations, uncovering all opportunities for improvement.
You’ll fill out a detailed questionnaire then join us for a 90-minute call where we’ll fill in the details and start developing a picture of your new and improved systems.
Within 3 days, you’ll receive a tailored action plan, providing you with a roadmap to optimize efficiency and foster growth.
Create a future where your time and resources are utilized to their fullest potential.
Investment: $947
Streamline 360
Our comprehensive business operations service provides a full systems overhaul and a dedicated operations assistant to streamline your processes and boost efficiency. We start with a thorough audit of your current systems, prioritize tasks, and create a customized proposal tailored to your needs and budget. Our team will then implement the new systems, train your staff, and provide ongoing support to ensure a smooth transition and long-term success.
Starting at $597/month
*minimum 6-month retainer
THE PROCESS
AUDIT & PRIORITIZE
We start with a 90-minute kick off call with your key decision makers. The first 60 minutes are dedicated to conducting a thorough business audit to get a comprehensive look at your operations, while the last 30 minutes focus on identifying and prioritizing the projects that would give you immediate capacity relief.
ONBOARDING & PROPOSAL
While your dedicated operations assistant gets to work on those immediate projects, our team will craft a customized proposal for your systems optimization. We will go over the different stages and come up with a timeline that works for YOU.
OVERHAUL & IMPLEMENTATION
During this phase, your operations assistant is learning the ins and outs of your practice, while one of our project managers and systems experts work diligently on your systems overhaul. Once the new system is ready, your operations assistant will implement and provide training to your team to ensure a smooth transition.
ONGOING SUPPORT
After all build stages are complete, our project manager and systems expert transition out, leaving you with an efficient, streamlined practice. Your operations assistant continues to work with you and your team within the new systems!