Projects
CRM Operations
We worked with a local business to implement and set up their first CRM. This included project management with their vendor of choice, SalesForce, implementation and integration with current systems, and staff training to ensure adoption and sustainability. By creating a comprehensive CRM system and implementing best practices for outreach and engagement, we were able to reduce client information and client request redundancies by over 50%. Client transparency into the status of their requests also led to higher client retention.
Business Operations
We partnered with an established business experiencing growth to develop a comprehensive SOP and P&P manual that would enable them to scale their operations efficiently. Our team worked closely with the company's leadership to understand their unique needs and processes, and then created a manual that outlined each step of their operations in detail. This manual allowed the company to onboard new employees quickly and efficiently, and helped them to maintain consistency across all aspects of their business while remaining within their regulatory compliance requirements.
Management Operations
We partnered with a professional organizing startup to develop a storage and retention plan that would enable them to easily locate and track their current inventory. Our team created the internal databases and implemented a QR code based scanning system that enabled the client to have a visual map and representation of all products without having to be at their warehouse.
Executive Operations
We provided personal and business organizational consulting to a busy executive who was struggling to manage their workload and achieve their goals. Our team worked one-on-one with the executive to develop a personalized system for prioritizing tasks and managing their time effectively. Through this process, we were able to help the executive to achieve a better work-life balance and increase their productivity while reducing their workload through better delegation.