image9

Business systematization and automation services

Business systematization and automation services

Business systematization and automation servicesBusiness systematization and automation servicesBusiness systematization and automation services

White Glove Tech & Automation Services

A unique, customized system so your business can run itself. We can use tech you're already familiar with or make suggestions. 

Process Workflows

image10

 

  • Built out in your CRM software or Business Management Software
  • Foundation for systems automation
  • Ensure a consistent client experience

Email Campaigns

image11

 

  • Automate your marketing and client updates
  • Reduce your administrative workload
  • Capture interested prospects without chasing leads

Contracts & Questionnaires

image12

 

  • Responsive questionnaires that self-customize based on input
  • Contracts and forms generated based on answers
  • Custom calculators and proposal generators

Scheduling Automation

image13

 

  • Control your time by setting boundaries around client bookings
  • Sync with your existing calendar 
  • Allow prospects to schedule while you're hard at work or play

CRM Setup

image14

 

  • Choose the best CRM software for your needs
  • Set up custom fields to hold relevant data
  • Customize settings for maximum efficiency
  • Sync with scheduling software to create new contact records and / or sales opportunities

Email Account Setup

image15

 

  • Set up company-branded email account
  • Create custom signature with links to scheduler, etc.
  • Forward emails from existing address

 Need something that's not listed above? Contact us for additional info.