Wed 2 You

Hard Collateral Templates Help establish hard collateral templates that are for more internal use. Some of these pieces consist of: Sales Workflows - step-by-step process from lead inquiry to booked client Operations Workflows - phased steps from onboarding a client to post-event Email Templates - common emails for sales & ops Meeting Templates - habitual meetings such as discovery call, final details, or final walk-through Curated Collateral Templates These templates are client facing and will be branded with your colors, fonts, logos, and copywrite. Creating custom branded collateral to fit your brand voice and speaks to your ideal clients. Some of these templates consist of: Proposal Templates - wow your clients with a proposal that feels caterer to them without being a time suck Welcome Letters - set clear expectations for your clients to understand how the process will go, how to reach out, etc How-To Guides - outline frequently asked questions or best methods to move forward with a vendor to set your clients up for success CRM Build-Out While I am an Aisle Planner, Google, and Dubsado expert, I am very familiar and accustomed to a large variety of client-relation and project management softwares. After defining the business strategy and talking through inquiry, onboarding, and off-boarding processes, I help you build out custom solutions to streamline the processes in the CRM system, apply pre-existing collateral, and implement new collateral and best tactics & tools that will truly feel like you and your brand. Business Audit Consultation & Mentorship Unsure of where to start? Maybe you just need us to take a peek at your business to see if you’re “doing it right”? This is the perfect service for you. I review your overall business methods, tools, and softwares that you are currently using. We establish best steps to take to enhance and enrich your business to enable growth and development.