How We Work
PHASE 1
NEEDS ASSESSMENT & PLANNING
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Understand your agency’s custom needs
We gather all the relevant information about your team, your clients, and your current process.
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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.
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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
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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.
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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.
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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
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Want to add a feature? No problem
We are here to help customize your system to meet your needs and exceed your expectations.
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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.
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24/7 Support
Yes, we mean it. We are available 24/7 with an average response time of 4 minutes.