Audit and Optimize Existing Business Processes and Tools

Conduct a comprehensive audit of your current business processes and tools to identify inefficiencies and areas for improvement. I will optimize these processes to save you time, reduce costs, and increase operational efficiency, enabling you to focus on growth rather than daily operational tasks.

Create a Client Onboarding System

Develop a streamlined client onboarding system that ensures new clients are seamlessly integrated into your business. This system will enhance client satisfaction, reduce onboarding time, and free up your time to focus on high-value activities.

Create a Process for Creating SOPs

Establish a standardized process for creating Standard Operating Procedures (SOPs) tailored to your business needs. This will ensure consistency, reduce errors, and make it easier for your team to execute tasks independently.

Set Up a System for Managing Inbox and Incoming Emails

Implement a system for effectively managing your inbox and incoming emails, reducing overwhelm and ensuring that important communications are prioritized and handled efficiently.

Set Up Automatic Metrics Dashboards

Create real-time, automated metrics dashboards that provide you with key insights into your business performance, allowing you to make data-driven decisions quickly and confidently.

Audit and Set Up Automations Where Possible

Identify and implement automation opportunities within your business processes to eliminate repetitive tasks, enhance efficiency, and free up valuable time for you and your team.

Set Up a Digital File Storage System

Organize and streamline your digital file storage system, making it easy to store, retrieve, and share important documents securely and efficiently.

Run a Time Tracking Audit of the Team and Client

Conduct a time-tracking audit to analyze how time is being spent across your team and client interactions. This will help identify areas where time can be better allocated or processes improved.

Set Up a System for Lead Generation

Implement a system for consistent lead generation to help grow your client base, tailored specifically to your target market within the marketing industry.

Set Up a Facebook Pixel and/or Google Analytics Tracking

Set up and configure Facebook Pixel and/or Google Analytics tracking to provide valuable insights into your website traffic and marketing campaign effectiveness.