Systems Creation

Client/Employee Onboarding/Offboarding: Do you have a system in place that tracks all things necessary for bringing on new clients and/or employees? There are a number of documents, training materials, system setup, and other business specific tasks that need to be completed for a smooth transition and getting things off on the right foot! Do you have someone that can gather pertinent employee/client details, schedule background checks, arrange for login credentials, etc? We can take the lead on this! We will create a checklist and onboarding/offboarding document that we will follow to make sure nothing falls through the cracks! You provide us initial information and we will take it from there.

Standard Operating Procedures (SOPs): Similar to the Onboarding/Offboarding service, we can develop a document that outlines steps required to complete any process you may need. Beyond the initial onboarding of a new employee, do they know what their job is and what that entails? Do they know the process to follow in order to run the office or track orders? An SOP is a step-by-step guide that is invaluable in minimizing training time and give your employee a point of reference to get the job done!

Customer Relationship Management (CRM): Do you have a CRM in place? Have you wanted to implement one, but just don’t have the time? Do you have an outdated client/customer list that needs to be maintained? Are you bringing on new business and have lost sight of keeping track of your contacts? Being able to maintain communication with your clients, customers and business partners is crucial to keeping them abreast of new products, services and updates related to your business. Our service for managing those contacts in a CRM takes the burden off of you. Imagine being able to reach out to all of your contacts and know that the information is up-to-date and accurate! This same contact list can be used for email blasts, mass text messaging, and a number of other communication methods.

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