OPERATIONAL FREEDOM ROADMAP

OPERATIONAL FREEDOM ROADMAP

Deliverable Audit
Operational Audit

We help owners devise a strategy to increase operational efficiency, remove themselves from daily operations, build value within their business, and provide training tools for their team to ensure ongoing success with our Operational Freedom Roadmap deliverables.

DELIVERABLE AUDIT

Starting at $2k

Automate and streamline your single productized service with our entry level deliverable audit to increase business value and accelerate your client's experience.

This audit includes: 

• Deep Dive Discovery Call to learn more about your team's productized service offering process
• Deliverable Audit + Strategy
• Owner Responsibility Audit and Delegation Strategy
• Presentation of Audit + Strategy

OPERATIONAL AUDIT

Starting at $15k

DOWNLOAD FREE CHECKLIST

For the owner seeking to increase operational efficiency, remove themselves from daily operations, implement stronger systems and processes, build value within their business, and train their team to ensure ongoing success. 

This process addresses the following areas of your business: 

• Accounting + Finances
• Onboarding + Offboarding Clients
• Communication
• Human Resources
• Sales/Lead Generation
• Services

Our audit and roadmap includes:

• Deep Dive Discovery Call to explore all key areas of operation within your business
• Productized Service Deliverable (See above. Up to 3.)
• Identification of Top 3 Platforms + Strategic Recommendations for systems, processes, technologies, and automations
• Presentation of Audit + Strategy
• Introductions to Implementation Partners
• Over 20 Customized Files, Templates, Standard Operating Procedures + Processes

CRM Optional Add-On: $2.5k