- When you sign on with us we begin creating a proactive process for you and your company. We'll start with:
- Collecting all documentation and logins the provider will need and maintain record of logins, platforms for general operations of business
- Create a service process and an action item list based on levels of urgency
- Integrate all major operating functions to ensure all parties are on the same page
- Lead, manage and hold accountable individuals for accomplishing agreed-upon commitments
- Create and execute plans and strategies; implement plans and strategies in place that are stagnant
- Continue to offer the initial services and add more as needed.
- Provide you with an initial assessment during a meeting with your team
- Collaborate with leaders and service providers in keeping values, focus, and clarity aligned
- Monitor and facilitate project management software/platforms
- Improve operating procedures to increase profits and efficiency
- Identify needs to support growth on a granular, day-to-day scale
- Continue offering the necessary services, and set up a touch-base meeting to answer any ancillary questions
- Set up and maintain filing and organizing system for records, invoices, and other important documentation
- Direct day-to-day operations
- Continue communication with you on your vision and mission to ensure the focus stays aligned with all parties responsible for your growth
- A final assessment is presented to you by the team.
- A presentation on where we project your company to be in a year and the service providers necessary for that growth
- Facilitate clear client communication with third parties
- An action plan for the Integrator to track orders, scheduling and manage databases along with all of the aforementioned responsibilities
- An estimate on your flat monthly rate with a 6 month reassessment goal in mind
*First 90 Days are at hourly rates and then a monthly flat rate is agreed upon. Additional services requested before the 6 month reassessment will be added to the monthly flat rate.