What's included

• Measures of Success

  First, I'll need to understand your goals in the initial meeting and set measurements of success together.

• Draft of Process Design

  This will be an initial draft of the processes and workflow

• Final Process Design

  This should be the final process design that will be used to generate the final files

• Testing with Automation (Optional)

  I'll create a sandbox using my own accounts to test the automation of the workflow to make sure all operate as expected

• Automation setup (Optional)

  This will be the phase where I set up these automations on your accounts

• Final Process Files

  High-resolution files with your workflows and processes