Automating and Optimizing a Business

An Executive Coaching Business had grown quickly but needed o to automate its processes to improve customer service, plan for growth, and increase profits.

To pinpoint inefficiencies and gaps in customer service we started by mapping the organization and workflows.

This allowed the client to refine and simplify roles for its workforce and identify areas that needed additional resources.

We then documented customer touchpoints and identified opportunities to automate communications.

This allowed us to automate entries in the customer database, welcome communications, and scheduling.

Creating comprehensive master documents resulted in a significant improvements in client communication and customer care. This allowed the customer care team to provide customized client care and client capture resulting in significant revenue gains.

As a founder or business owner growing a business is hard. You are constantly juggling responsibilities: Launching products, recruiting, marketing, budgeting, and sales.

What are you missing?

Let's work together to develop streamlined processes that allow you to drive efficiencies, reduce errors, and grow your bottom line.

Book a consultation call so we can get started.