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Paperless Packages

Additional packages can be customized to accommodate your budget.

Efficient Starter $99

Are you just getting started or have been in business under 2 years? Get a head start to an efficient office with this starter package.

  • 1.5 hour consult
  • Intro to Customer Relationship Management (CRM) tool & set up
  • Utilize cloud calendar
  • Benefits to sync devices
Operational Solutions $375

Are you experiences success in business but ready to get more of your time back? Here is the package for you to gain back valuable hours in your day and still efficiently run your back office with our solutions.

  • Assess business needs
  • Review key systems (i.e. CRM, document storage, calendars)
  • Develop Standard Operation Processes Manual
  • On-board team members
  • Create Organizational Charts
  • Ensure that all devices are set-up with online tools & sync
  • Train team members on tools and software
  • Create a maintenance plan
Project Solutions $375

Do you need to organize your team, create a timeline, and/or meet deadlines? The Project Solutions package will get your project up and running on schedule without skipping a beat.

  • Phase out stages of the project
  • Establish milestones for each stage
  • Develop Organizational Chart
  • Develop Project Operational Manual
  • Manage and setup online project management tool
  • On-board team members
  • Setup all devices with project management tools & sync
  • Ensure team members are trained and have access to online tools

 

Event Solutions $550

There are so many things to do and so little time and team to get it done.  Focus on the purpose of your event and we will handle the details with the Event Solutions package.

  • Phase out event details into stages
  • Review online tools to manage event
  • Ensure team members are trained and have access to online tools
  • Develop Event Operational Manual
  • Setup online tools to manage event
  • Coordinate details with Host/Assistant
  • Ensure documents can be accessed electronically
  • Manage budget for products or promotional items

 

We are dedicated to making your business run effortlessly.

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