Sample Services
Not sure what you need? Check out some sample services we've provided to help clients with the back end of their business!
Prep to Hire
Our Prep to Hire Package includes:
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Pinpointing the highest-impact areas to delegate
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Writing a branded Job Description
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Creating SOP for new hire to follow
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If needed, implementing Project Management tool for New Hire to use
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If desired, training New Hire
Available to Silver & above Retainer Clients
Premier Scaling Bundle
The Scaling Bundle includes:​
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Auditing & Evaluating Existing Systems
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Auditing Customer Journey & Communications
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Streamlining & Optimizing Systems to scale
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Creating Process Map for new initiative(s)
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Branded SOP
for Team to Follow -
Setting Up Project Management tool
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If desired, managing Project Team
Available to Navy & above Retainer clients
Client Journey Package
The Client Journey Package includes:​
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Process Map of Desired New Client Journey
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Creation of Client Pipeline
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New Client Onboarding Checklist
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Onboarding Template added into PM tool
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Branded SOP for Client Journey
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Optimization of Client Management System
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Email templates to use during Onboarding
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Quarterly Client Feedback Form
Platforms available: Honeybook + Airtable