Helping You Clear Your Hurdles

Business Process Consulting

I want our company to be efficient and scalable

What Is Process Consulting?

Whether they realize it or not, every business has a set of processes and procedures by which they operate. They may not be refined or documented, but they exist. We will work with you to bring to light your existing processes, suggest new ones, and make them all integrate more deeply with your software.

Do I Need This?

Imagine your company at twice its current size:

  1. Would your current systems be stressed to the max, or even break?
  2. Would existing inefficiencies and problems currently held together by patchwork solutions be amplified?
  3. Would there be a significant dropoff in production if you or a top employee is unable to work?

If the answer to any of these questions is 'yes,' then we're here to help you implement certain processes and put systems in place to lay the groundwork needed to properly scale.

Business Process Success Stories


I need to be able to reference how our systems work

Why Document

Documenting processes in an accessible location is as important as creating the processes themselves. If they can't be referenced, they may be forgotten or misremembered. This could cause issues when:

  1. Hiring and training new employees
  2. Building new automations
  3. Making improvements to existing automations
  4. Troubleshooting
Do I Need This?

Take a look at the following questions and see if any resonate with you:

  1. Do your employees have their own way of doing things?
  2. Are your processes documented in multiple areas? (E.g. Some on Google Docs/Keep, others on Post-it Notes, and the rest in your head)
  3. Do you plan on implementing automations to scale your business?
  4. If you answer 'yes' to any of them, we can help you put all your processes in one central, accessible location to make them easy to reference and adhere to.

Documentation Examples

Won Opportunity

Closed A Deal With Customer

Sync Customer Data

Create Customer in Invoicing Software

Invoice Customer

Creates & Sends Invoice to Customer

Create Project

Add Customer to Project Pipeline

Simply mark an opportunity as "Won" in your CRM:

  1. Eliminate repetative data syncing between your CRM & invoicing software.
  2. Never again forget to collect a project payment.
Project Completed

Finished Project with Customer

Ask For Review

Send Email to Customer Asking for an Online Review

Delay & Check For Approval

Delay 10 Days & Check CRM for "Thank You Letter" Approval

Send Thank You

If Approved, Automatically Send Handwritten Thank You Letter to Customer

Simply mark a project as "Complete" in your CRM:

  1. Never again forget to ask your customers for an online review, the lifeblood of any business.
  2. Show your customers how much you appreciate their business by sending a handwritten thank you letter; automatically.

What Our Clients Are Saying