CONSULTING

• Monthly strategy call with your executive team
• Full review of your operations – processes, software, hardware and more…
• rint deliverable of a comprehensive project plan that includes all up front and annual costs of the implementation & annual licensing cost
• Education of the pros and cons of your current and recommended systems
• Screen sharing demos with our team that are tailored to your rm's needs and method of operating

PROCESS IMPLEMENTATION

• Written documentation of your current processes
• Create list of ideas that would allow you to eliminate, delegate, outsource the work to increase protability
• Written documentation of improved processes
• Input of improved processes into your CRM
• Training and education on use, editing, & continuous improvement of processes

PROJECT MANAGMENT

• Timeline established for timely implementation
• Education on impact of system on current operating processes & staff roles and responsibilities
• Integration work stragized so the design of the new system maximizes the use of other, integradable systems
• Management of the vendor and their delivery of systems and work product
• Coordination of your staff & their work product required
• Customized education and training on best practice use of the new system