Are you working WAY too many hours IN your business?
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There's a better way.
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If you are manually sending out contracts, going back & forth about scheduling a sales call, and it's taking you forever to close your sales, or just to get a handle on business, then our Build Your Systems offers are exactly what you need to free up your time, manage the chaos and streamline your processes. We'll help you automate & accelerate your end to end workflows to free up your time and help you make more $$.
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Every Business Needs Systems. Let us help.
Build Your Systems
Imagine having a system so smooth (like butter!)that you can sip margaritas on the beach while you onboard leads.
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You miss your Netflix, you're tired of spending hours in your inbox and managing your calendar, and you want to be hanging out at the beach with your family. You're also done working endless hours on nights & weekends. You deserve to have a successful business without feeling burnt out. It should bring you joy, flexibility and more margaritas than you know what to do with.
You never have time for Netflix because you're too busy creating manual contracts to send out every time you bring on a new lead.
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You're working (again) while on vacation and you're spending more time in your inbox than serving your clients.
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You're not closing sales because the process takes too long, and you keep missing key emails you were supposed to send.
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Your contracts & proposals are anything but professional, & your starting from scratch every time.
Working "24/7" is not the way it should be.
You NEED processes that run smoothly, whether you’re in the office or on a beach in Hawaii.
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Join us for a Done For Your System Build where we'll help you streamline your sales process, or Tax workflow and then automate and accelerate it, so you’re feeling ready to manage your business like you just left the yoga studio.​
Skip the long lead times.
Skip the hassle of back & forth.
Skip the waiting.
Grab the remote, and get ready to binge those shows, because our Build Your Systems Offers will allow you to ditch the 24/7 mindset, and leave you with workflows that runs like clockwork.
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In order to gain back your time and stop doing things manually, ditch the employee mindset, and start thinking like a CEO. Our Build Your Systems Offers will allow you to:
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Accelerate your workflows. We will automate your process from lead to close, allowing you to close sales FASTER, and SAVE you time.
Convert while you sleep. With a process that works behind the scenes, you’ll be converting sales with your new clients and providing them with a great experience.
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Enjoy. Being the CEO and not spending hours in administrative work in managing the day to day of your business will bring you more joy, more time & more money.
​What you'll get during your
System Build Experience:
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​1. Your FREE Business Audit
Before we get to work, we'll identify your core areas in need of streamlining & automation in your process.
2. Your Customized & Automated systems solution to help you optimize your systems, including:
Dedicated implementation of your solution.
Customized & documented best practice workflow process to meet your needs.
Core process & automations built to help you: convert, onboard & retain your clients. Includes automation of email templates, proposals, contracts and client onboarding so you can provide a rockstar client experience.
Templates & Forms for capturing critical lead/client information
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3. Post System Build Support & Access to our Training Vault
Training Vault on how to utilize & update your automations
Recorded Zoom sessions for you to refer back to, or use to train your team
2 weeks post build support​ to answer your questions, guide you during implementation + more​
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Here's how Build Your System works using our CEO framework:
Execute
You'll Execute your new efficient systems with us by your side. Not only do we cheer you on, we also give you support that allows you to hit the ground running on day 1.
Customize
During your System Build, we will build your customized sales or tax workflow system, automating the process and allowing you to streamline your business. We'll help you customize specific to your business needs and most importantly, will leave you with a seamless process that will save you HOURS each week.
Operate
You got this! Your team and business are now smooth sailing (& you are too now that you have more time!)
Imagine having more time to watch your kids games, or to take more vacations, or read that book you’ve had your eye on. Our done for you solution will help you work less and enjoy more.
How it works:
Get Started
Book Your Free Business Audit 30 min call. Don’t forget to fill out the brief questionnaire to help us get started.
Pre-Work
This step is critical to gain the information we need to design & customize your experience. This process will take 1-2 weeks to complete ahead of your System Build.
System Build
We’ll start your day with a Kick-off call to finalize details or open questions. Then we'll get to work designing & customizing your system. We just ask that you are available via Voxer and email. We'll end with a close-out call, training and answering any final questions.
Support
Not only will you walk away with a vault of video trainings, and recorded zoom sessions, you will also get access to 2 weeks of Voxer support after your VIP day.
Specializing In
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Hello!
We get it, we've been there. When we left the corporate world to start our business, we weren't getting the balance we were planning on. When we began implementing the same systems we learned in the corporate world, we were able to transform not only our business, but quickly convert our leads to clients, and to transform the way we manage our day to day, saving us time and helping us grow our business quickly.
With over 10 years of experience building scalable operations, we know there is a better way and we want you to actually enjoy owning your business again.