How We Work

PHASE 1

NEEDS ASSESSMENT & PLANNING

  • Understand your agency’s custom needs

    We gather all the relevant information about your team, your clients, and your current process.

  • Meet with the stakeholders

    The only way to ensure success is to get buy in from all the stakeholders.

    We meet with the stakeholders to understand current bottlenecks that we can customize into the system.

  • Develop the framework

    We will create a model with two accounts as an example before we roll it out across your business.

PHASE 2
DESIGN, INSTALL, IMPLEMENT

  • Review the first iteration

    Let’s make sure we are headed in the right direction and providing you with the data that is most relevant for you and your team.

  • Import historical data

    Our team will import your data from up to the past year to provide you with immediate data to benchmark moving forward.

  • Implement the system and training materials

    We will complete the build and demo the system to your team. We will also provide training materials for easy reference.

PHASE 3

OPTIMIZE, MAINTAIN, SUPPORT

  • Want to add a feature? No problem

    We are here to help customize your system to meet your needs and exceed your expectations.

  • Unlimited Updates

    New clients in, old clients out, new team members in?

    Drop us an email and we will update the system within the day.

  • 24/7 Support

    Yes, we mean it. We are available 24/7 with an average response time of 4 minutes.