Process Improvement

Focus on improving your processes and increase your customer experience. Having a streamlined process helps you stand out amongst competitors.

Most branding groups start with the design and end with the design. We have a unique background that allows us to take a different look and focus on the user experience which starts with your processes. Business processes focus on three areas


  1. Revenue Operations

    How are you bringing in leads? What are your marketing strategies? Once a lead is identified, what is your process? What steps do you take to close the sale? What tools do you use from marketing through to invoice?

  2. Operations & Billing

    What are your processes once a customer is onboarded? How many times do you interact with them? Is there a disconnect between when they are nurtured as a lead and their client experience? How do you invoice them?

  3. Presentations, Reports, and Dashboards

    How are you selling your company value? What are you tracking? How often do you track your sales, budget, or revenue? Do you need an easy-to-use dashboard?

Process Improvement.

  • process design, process improvement, revenue operations, revops, sales operations

    Process Audit.

    Let’s start with what you currently have and what you are currently doing. Do you use post-it notes, a spreadsheet, or a system to track data? We will examine marketing, sales, operations, and invoicing to determine any holes in your business processes. We are experts at showing you the hurdles and clearing them. Then provide a report on ideas to make your processes more efficient and more customer-focused.

  • process design, process improvement, revenue operations, revops, sales operations

    Process Re-vamp.

    Even if you don’t think you have a process, you do. During the process audit, we will map your current processes, then identify and revamp them to establish sustainable practices. These new processes and systems will help you efficiently grow your company. Whether you are a sole proprietor or a growing small-medium size company, efficient effective processes and systems can mean higher profits.

  • process design, process improvement, revenue operations, revops, sales operations, dashboards, analytics

    Analytics.

    Everything starts with data. The ability to pull data out of your new systems to help you predict future growth, or pull data out of older systems to help with trend analysis - the need is there. We can help not only pull the data but analyze trends, growth, budgets, pricing, and market analysis. We can build interactive dashboards that help you efficiently run your business and make strategic decisions on company progress.

  • process design, process improvement, revenue operations, revops, sales operations, ppt, powerpoint presentation design

    Presentations.

    Every company needs to present their ideas, values, and mission in a certain manner. Regardless of if you need a pitch deck for investors or a new company presentation for your annual meeting. We can take your information and present it in a clear, professional eye-catching manner. Combining imagery, analytics, graphs, messaging, and your company vision into an easy-to-understand presentation for the correct audience.

Our Offerings & Process.

The first step in improving your processes is to evaluate your current processes. Just like a mechanic first looks under the hood before establishing what might need to be fixed.

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Process Audit

Conversations - This starts with conversations about what you do to generate leads, qualify leads and usher them through your sales process.

Process Mapping - We look at all the aspects of your company from lead to cash with not only a business lens but with a customer lens as well.

Identify Current Hurdles & Options - All of these processes affect you, your efficiency, and your profit. They also all affect your customer experience.

Process Re-Vamp

Current State - Once all of the current processes and systems are mapped and the hurdles are identified, we can go to work to clear the hurdles and set up new processes or systems to make your company operate smoothly.

Future State - This is a process re-vamp. In some cases, we can tweak what you are currently doing to make it more user-friendly. In other cases, we need to completely overhaul a portion of your business.

Implementation - Either way, we are with you every step of the way to guide you, advise you on best practices, and implement the more efficient methods.

Guidance and Sustainability - Every decision and change is made with you and your customer in mind. We advise you to make changes for sustainable growth and customer satisfaction.

process design, process improvement, revenue operations, revops, sales operations

Analytics

Pull Data - If you do a process re-vamp or not, you need to be able to pull data from your systems to see where you are and where you are going in your business.

Trending & Decisions - We pull data together to see trends and help you make strategic decisions with staffing, sales growth, or costing.

Presentation & Dashboards - Data can be presented in a report, presentation, or custom dashboard which can be updated weekly or monthly.

process design, process improvement, revenue operations, revops, sales operations, powerpoint presentation design

Presentation Design

Review Current - If you have a current presentation, no matter how raw it is, we will review it and determine the next steps. If we are starting from scratch, we’ll listen to what you need and come up with a plan.

Outline Presentation - We’ll discuss your audience and needs for the presentation. Based on your needs and audience, we will outline a presentation (create a strawman).

Refine Presentation - Based on the conversations and outline, we’ll put together imagery and messaging that will tell your story effectively and efficiently. Get your message across to the right audience.