Upgrade Your Operation
More profitable and more predictable projects with our
done-with-you process implementation service.
We’ll give your operations an upgrade and implement a more efficient way for your team to execute repeatable projects, so that your business is set up to scale.
Skip to how it works or pricing
Winging it on repeatable processes is costing... how much???
When your repeatable processes lack is a simple approach for your team...
Processes and projects cost more to deliver, which hurts your bottom line.
Client relationships are more stressful, which hurts retention and referral business.
Teammates can’t do their best work because they’re preoccupied with putting out fires or trying to remember how to do stuff...
A better repeatable process can be the most profitable decision you make this year.
With a better repeatable process in place:
...New clients can’t wait to rave about how right they were to start working with your company.
...Client retention is better than ever because your systems deliver results like clockwork.
...Employees do better work and stay with you longer. Training new people is easy and delivers results from green staff early...
In other words, growth doesn’t just happen. It requires a better repeatable process.
But...
A simple SOP is not enough.
Wouldn’t it be great if every project followed the same script?
Well, that’s just not how work happens in the real world. Not everything fits a simple checklist or SOP.
There are options, special circumstances, extensions, up-sells, add-ons, configurations... Not to mention client delays and fulfillment mishaps. You’ve seen it all.
This is where the magic happens.
Our software, ProcessKit, can be programmed to automatically adapt to all of the variations that come up in your projects. It eliminates the bottlenecks that crop up when things don’t go according to plan.
But just like any smart strategy, the more you put in, the more you get out.
Setting up ProcessKit with a process, tailored to your company’s work – complete with the right integrations and dialed-in automations – requires some thoughtful in-the-weeds work.
ProcessKit Implementer does the heavy lifting for you. And then some.
When you know it’s time to upgrade your systems and process, and when you want it done with the careful attention to detail that this deserves, ProcessKit Implementer is here.
During our implementation session, we’ll run point on giving your operations an upgrade, including:
Process audit and (re)design (of the most repeated parts of the organisation)
Automation programming (in Processkit)
Zapier integrations (you will need to provide the account and login)
Private, personalised, recorded training using Loom
How it works
In our deep-dive session, we'll get you set up and running with the right structure for your operation's processes, and hook up any automations and integrations you might need. Then we're here for personalised followup support.
Deep-Dive Session (60-90 minutes, recorded)
We will audit your current workflows, tools, and common bottlenecks. Then we'll map out and build out your ProcessKit with the necessary template(s) and customized structure to fit your processes. We'll also advise and help set up any Zapier integrations or other automations.
Follow up support
In addition to our normal, fast email support, we're ready to field your followup questions with well-thoughtout answers (since we know your operation well at this point). Oftentimes, we'll send you short video responses to show you our best recommendation.
Who should apply
If your company...
Has been in business (with paying customers) for more than a year.
Has a team working on projects.
Sees a lot of repeatable work that’s in need of a better process.
Custom Implementation & Strategy Consultation
$3,970
Includes 1 year of ProcessKit service
Frequently Asked Questions
Can you implement software other than ProcessKit?
This service is intended to set your company up on ProcessKit, our own software that we've designed specifically for this purpose.
However, as part of our implementation, we can integrate ProcessKit with any other tools you want to continue using alongside it. (NB. providing they are connected to Zapier)
Which processes will we focus on?
The most common, and most important process, is your new client onboarding process. We'll typically start there. But we'll also advise on your ProcessKit setup for running ongoing recurring processes after your clients are onboarded as well.
Will I or my team need to do any of the work?
During our session, we will advise and help set up the base structure for your processes, as well as your automations and integrations. We will point out the areas that will need "filling in" with more granular details by you and your team, after our call. You can also use the structure we've set up with you as a guide to building out more of your processes in the future.
How long does the engagement run?
This service is designed to take approximately 2 to 3 weeks from start to finish. Sometimes call scheduling can cause this to stretch a few days past that, or run a bit faster.
I have other questions...
Apply below to book your free consultation call where we can discuss all of your questions.
Product
Resources
