Services

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The Operations Audit

HOW IT WORKS

During a 90-minute strategic session we’ll review an extensive checklist to examine your operations in these six core areas: Finance & Accounting, Human Resources, Marketing, Teamwork & Team Communication, Sales & Legal, and Administrative.

This is a good fit If You want:

  • To feel at peace because you have a high-level overview of your business operations

  • To feel proud about the exceptional services or products you’re delivering

  • To feel the joy of finally having the capacity to take on new clients and customers

  • To re-excite your team because the business is no longer running behind, slowly or inefficiently

Investment

One-time cost of $300

Want to get starteD?


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The CEO Audit

HOW IT WORKS

The CEO Audit is a 90-minute clarity session. We’ll discuss your current challenges and you’ll receive recommendations on: what you can do to feel less overworked and how to prioritize your business goals.

This is a good fit If You want:

  • To manage your team with confidence because you’ve developed a workflow that helps you get the most important things done

  • To feel like you have more control over your day

  • To feel accomplished because you’re finally spending time doing the work (not taking calls, meetings or emails) 

  • To finally feel the relief of turning “off” after a long day

What YOU’LL COME AWAY WITH

  • Three recommendations to help you create work boundaries and learn how to prioritize

  • Clarity on how you can hone in your focus

  • Insight on topics such as: personal workflows, client retention, how to prioritize, time management, and more!

INVESTMENT

$250

LEARN WHAT’S HOLDING YOU BACK


CRM Set-Up

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If you're considering your first CRM or your current CRM isn't optimized to help you save time, we can help. Whether you use tools like Dubasado, Trello, Zoho or something else, we know what it’s like to be a growing small business and not have the funds to set up systems to help automate manual processes.

How It Works

  • You’ll share your goals & we’ll suggest a tool that best suits your needs  

  • Scope Smart will work on technical setup, importing your contacts, and implementing sales tools in your CRM

What You’ll come away with

  • The ability to grow existing customer relationships

  • The opportunity to improve your sales

  • A better way to manage leads in your pipeline

Investment

$250-$750

Let’s chat, Schedule a free consult today.


 

Do you lead a small team? To learn more about our services for teams, click here.