Assess each other for fit.

Once we've made contact, we like to book in a free meet and greet call online or on the phone, to have a quick chat about your needs and assess whether we're the right fit.

We'll ask you some questions, explain a bit more about our process, our fees and outline how we can help you.

If you'd like to proceed, we'll book in a launch meeting for stage two!

Clarify your vision.

At our 1 - 1.5hr launch meeting, we take a deep look at your numbers and your pain points.

We'll send you pre-work to fill out in advance so we can hit the ground running.

Projects need accountability so we'll be setting some targets together and fleshing out what KPI's we need for a successful project together.

We'll discuss budget, time commitments and timeframes.

Let's solve it.

We'll use the data and goals you have given us to design an implementation and coaching program tailored to you and your team. We'll establish your training and support needs and benchmark our solution against your KPI's set in the launch meeting.

We'll present our findings to you and collaborate on how and when the plan can be implemented, the costs and time commitments.

You'll receive an implementation proposal with all details agreed on in advance.

The changeover.

Let's launch your software implementation! Depending on how many systems your business needs, testing, implementing and integrating them can take anywhere from a few days to a month.

Go-Live will happen overnight and we will be on hand to give your team all the training and support they require.

Hit your targets.

There's no point implementing a new system if we can't measure how successful it's been. After your new system is in place, we'll be on hand for a defined support period and then we'll move into coaching.

We'll book in sessions at regular intervals to go over key skills, refine workflows, answer questions and review your goals. We want to make sure your team and your new system are working well together and you are getting the results you need.