What I Need From You:

• An overview of the specific processes or tasks you want to automate.
• A list of all the software and tools you use (e.g., Google Sheets, Trello, HubSpot, Gmail).
• The key challenges or pain points in your current workflow (e.g., too much manual data entry, inconsistent follow-up).
• Your business goals for the next 6-12 months.

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My Process:

1. Discovery & Analysis: We'll begin with a detailed discussion to map out your current workflows. I'll identify opportunities for automation and the best tools to use.
2. Strategy & Blueprint: I will create a tailored automation blueprint that outlines the new, streamlined process, including all the steps and software connections.
3. Implementation & Testing: I will build the automations and rigorously test them to ensure they work flawlessly.
4. Training & Handoff: I will provide a training guide or video tutorial so you and your team can confidently use and manage the new automated workflows.

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Deliverables:

• Automation Blueprint: A clear, documented plan of your new, automated workflows.
• Working Automations: Fully built and tested automated workflows using tools like Zapier, Make, or other appropriate software.
• Training Materials: Easy-to-follow guides and tutorials to ensure a smooth transition for your team.
• Documentation: A document outlining all the connections, triggers, and actions within the automated processes.

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What is not included in this service:

This service is focused on optimizing your business's sales processes. It does not include:

• New Feature Development: This includes creating or coding new features, forms, or applications.
• Customer Relationship Management (CRM) Subscription Fees: Any costs associated with third-party software, such as your CRM, are the client's responsibility.
• On-going Management: The service is for a one-time optimization and does not include daily or monthly management of your sales process or team.
• Full CRM Implementation: This service provides strategic guidance and setup, but does not cover a complete, large-scale migration or implementation of a new CRM system.
• Content Creation: The service does not include writing sales scripts, email copy, or creating marketing materials.

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