Our Process

​Our process is delivered in 5 proven steps – start at 1 and we build from there.

Discovery & Implementation

1

Discovery: 2-Day Onsite

​We show up at your office to understand:
​

• Your vision and goals
  
• Your current challenges and frustrations
  
• Your people – their roles and responsibilities, and, importantly, their sentiment
  
• How you operate – your software, systems and processes
  
• How you manage jobs, workflows and invoicing
  
• How you communicate both internally and externally
  
• How we like working together
  
• What makes you do a happy dance

 
You will receive a comprehensive report incorporating our findings and recommendations

2

Implementation

​We set the wheels in motion by:

• Implementing our recommendations – collaborating with you and supporting you every step of the way
• Introducing and/or integrating cloud applications
• Streamlining your processes and workflows
• Training, up-skilling and empowering your team
• Establishing a communication rhythm to align your team to your vision and strategy
• Bringing cake (or carrot sticks and hummus, if you’re that way inclined) to your morning teas

You get peace of mind, clarity, flexibility, improved efficiencies, increased revenue opportunities, and business growth.

Ongoing Support

3

Mastering your
​internal tools

Your team and your business have gone through a big change. Post implementation, we keep your firm on track and make sure you don’t fall back into old habits.
 
So, we stick around to:

• Monitor and evaluate your progress
• Help you master your new software and processes
• Introduce KPIs to guide your team and measure performance
• Provide dedicated support – answer questions and run additional training
• Empower your people to get the most out of their role
• High five your successes

4

​Leveraging your
internal tools

By now you feel comfortable with your software and processes. Building on Support Phase 1, we look at extending your software’s capabilities and identify new client opportunities.
 
We help you:

• Develop a client matrix
• Evaluate your current client offering and identify future opportunities based on your new software and skills
• Develop a roadmap to deliver the identified opportunities
• Establish the skills and confidence to transition your clients
• Grow your client dollar value
• Reflect on how far you’ve come

5

Adopting new
​client services

Your team has now mastered their roles and software and enhanced the client offering. Building on Support Phase 2, it’s now time to think outside the box.
 
We’re there to:
​

• Help you develop and start offering additional client services
• Implement additional software to take your offering to the next level
• Embed a strong team culture, positioning your firm as an employer of choice
• Build your value as a trusted adviser to your clients
• Design long-term business growth strategies
• Raise a glass to your bright future

Ready to get started?