Systems Assessment Deep Dive

>>Do you know what has been documented in your business?

>>Are these processes clear?

>>When were they last updated?

>>Are they even being used by the team and do you know where they are?

>>Does the TEAM know where they are?

>>Is your business actually a ticking time-bomb in disguise?

I bet you think you know the answer to these questions, but a thorough assessment will surprise you when it comes down to evaluating each key category inside your business.

Picture this…

You have some processes documented in your business. You think your business is relatively stable. They just haven’t been updated in a while. And they’re not exactly organized, but you know where MOST of them are. The team has access to them, but they’ve never really been trained on them, so they don’t use them. But some processes have changed a bit anyway, so it doesn’t really matter.

Client onboarding is getting done, just not the same way every time.

The website is being backed up periodically, somewhere… at least it’s supposed to be, but it’s not like you’ve ever had an issue anyway. So far…

Metrics… They’re pasted in a template somewhere. Not sure what’s being recorded. So sometimes it’s just trial and error when it comes to marketing.

Where is the password for that platform? There’s a major issue and Sandra needs it in a hurry! It only needs to be accessed on occasion. It must be written down somewhere.

Oh shoot. Emily wasn’t supposed to go on maternity leave for another 3 months, but she’s had some unexpected complications and is on bed rest effective immediately. No one has been trained on her role yet and Emily hadn’t gotten around yet to making some videos or notes. She’s so excellent at her job that no one ever thought it was necessary to document everything she does on a day-to-day basis and how she does it. Now it’s all turning into chaos and confusion, for both the team and clients.

This “Systems Assessment Deep Dive” will be a gamechanger for you and your business!

Every established business needs to stabilize their business with organized team handbooks/employee manuals, communications guide, and standard operating procedures, but we can’t get there until we thoroughly assess the state of your business. The first thing I always do is to determine what has been documented, updated, or automated. We can’t stabilize without going through this in-depth process.

This assessment will give you a snapshot of what’s in place in your business and in good shape, and it will be a real eye-opener as to where your danger areas are that need to be addressed… sooner rather than later.

What’s included?

  • 60-90 minute in-depth Systems Assessment
  • a detailed report of the current state of your business, the risks to your business, and an action plan, delivered to you within 2 weeks after our deep dive call.
  • a scheduled follow-up call to review the report and discuss next steps.

Who is this for?

This is for established businesses at a minimum of $600K. You have a team of subcontractors or employees. You likely have a COO, Operations Manager, or Online Business Manager. (If you make less than this, feel free to reach out to me at lisa@thevirtualsolution.com. Another assessment or service may be more appropriate for you.)

Investment: $1500 USD

Note: If you decide to continue with the Stabilize Your Business With Secure, Sexy Systems package afterward, the Systems Assessment will count as a deposit toward the total cost.