The same tools I use in a new client's first week: a 10-minute business process mapping test, three one-page SOP templates, and a mini CRM set up with your branding.
A copy is on its way to your inbox too.
Download the kit (PDF)Want the mini CRM set up with your branding? Reply CRM to the welcome email.
An eleven-page kit written for small service businesses, plus a CRM set up for you.
Six questions, a one-page process map, a scoring guide, and the three buckets: track it, write it, automate it. Plus a worked example and a five-day plan.
Six pipeline stages, next step dates, and overdue follow-ups flagged on their own. Request a copy set up with your company name and colors.
Replying to a new inquiry, onboarding a new client, and chasing a late invoice. Each with steps, a ready-to-send script, and what to automate.
"Writing her process down came first. It's what let me take over the day-to-day, and give the founder her time back to sell."
Nicole Flores
Fractional Operations Manager & Automation Specialist
Everything you need is in the kit.
Send me the free kit