For business leaders who know where they want to go but need help putting systems into place to get there. Adonai Business Solutions, LLC evaluates existing office procedures, eliminates those that are not working efficiently, and suggests new ways of doing things in order to benefit the company as a whole.
An example of this would be your new client intake. What does your current system look like? Even though you might not have one written down, you do have a system for this. What are the steps you take when you sign a new client? We take a look at those steps, suggest ways of doing it better and then create a flow chart to show you how the system works.
For business leaders who have their systems overview (design), and need those systems to be detailed further. This is where we create the step-by-step “how to” of the system.
Taking your new client intake system as mentioned above, you would use the flow chart to create a step-by-step process for implementing that system. For example, a step may be to send them a client welcome packet. Well, what is in that packet? Are those documents in template form? What is the general wording you use when sending this packet? All of that, including a sample of each template, is what goes into the process documents.
Here at Adonai Business Solutions, LLC, we not only work with you, the business owner, but we can also work with your existing team to ensure all parties understand the system and what the end result should be.
Referring to the new client intake system mentioned above, once the system is implemented and all parties are aware of what is expected, test it out. Have someone who doesn’t know the system act as a “new client” and follow the system and all documents exactly as they are spelled out. Where do you see gaps? Where are the flaws of the system? What steps are missing? What steps can be eliminated? Maybe nothing needs to be changed as the desired outcome is what you got. You won’t know for sure until you actually implement and test the system.
This is the step that really allows our clients to work ON their business instead of IN it (the E-Myth model). Who better to maintain your systems than the team that created them? Our clients count on us to maintain their office management tasks on an ongoing basis. We love it when we can recommend a new, more efficient, more cost-effective way of doing things, all because we have our hands in the day-to-day operations.
Again, using the new client intake system mentioned above, there are several pieces of this system that we can handle for you. We can send out your welcome packet, make sure the client is invoiced appropriately, schedule calls, update them in your database, friend/follow them on social media, etc. The list goes on and on. Quite frankly, there is little that you, the business owner, need to do when it comes to this type of system. Wouldn’t it be nice if all you had to do was to land the client, and we take over from there?
If you are ready to find out if Adonai is a good fit for your company, contact us for a free, 30-minute consultation.