Signature Systems

Specializing in Workflows & Client Experience

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If you’re tired of letting your business run you, and you’re ready to get back in the driver’s seat, look no further! Clarke & Co.’s service packages are designed to create the structure and processes you need to run your business efficiently and wow your clients every step of the way.

Phase 1: Systems Audit

CRM system audit

Client workflow review

1-hour meeting to discuss workflows 

Creation of 2 workflows of your choosing. Includes workflow board with recommended steps and automation suggestions

30-minute review of suggested workflow changes 

The Process

Get a second set of eyes on your processes to see if you are running optimally.

Phase 2: CRM Build Out for Client Management

Get your client facing system running like clockwork, so you can provide A+ customer service through every step of your client experience.

Recommendation of Customer Relation Management (CRM) system, if you do not already have one

Setup of up to 3 separate workflows in CRM program of choice. Includes building of workflow forms, questionnaires, contracts, packages, payment plans and workflow automation, as applicable

Setup of basic email sequences and invoicing options. Includes updating and streamlining of existing packages, emails and forms, if needed

Creation of itemized packages for easy proposal and/or invoice building

Phase 3: Project Management System Build Out

Recommendation of Project Management (PM) system, if you do not already have one

Setup of up to 3 separate workflows in CRM program of choice. Includes branding and setup of integrations, such as GoogleDrive, Dropbox and Zapier

Creation of up to 3 workflow templates in PM program of choice

45-minute live/recorded training session on new system

Get your whole team on the same page so that nothing gets missed or forgotten. Ensure that each client project goes through the correct workflow to provide a consistent and stellar client experience that reflects well on your brand.

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With the right systems in place, you'll cut back on your to-do list so you have time for what matters most: living your best life while running a business, instead of letting it run you.

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Signature Systems Investment: $1500

Payment plans available