Diagnostic
- Interviews with the business owner and the team
- Mapping of processes and tools
- Duplicate entry and emergencies quantified in hours
From daily emergencies to a firm that runs without duplicate entry.
Written processes, automated tasks, tools connected to each other. The leadership team is no longer absorbed by emergencies.
Result: Twelve hours a week recovered on average, turnaround times cut to a third
Context.
The business owner spent their days dealing with emergencies. The tools didn't talk to each other, information was scattered across inboxes, spreadsheets and the CRM, and every case meant re-entering the same data.
Before
- Days spent dealing with emergencies
- Tools that don't talk to each other
- Every case entered several times
- Information to be chased down person by person
After
- Written procedures for the critical flows
- Reminders and follow-ups that go out on their own
- Connected tools, a single entry
- All the information in one place
Systems installed.
Implementation
- Written procedures for onboarding a client, following a case, invoicing
- Reminders, written summaries and case updates automated, even where the team wouldn't have thought of it
- Tools connected to each other: a single source of information
Adoption
- The team trained on every procedure and every automation
- A named owner for each flow
Tools
CRM
n8n
Dashboard
“Before Serensee stepped in, I spent my days dealing with emergencies. […] Today it's about 12 hours a week recovered, turnaround times cut to a third, and a team that finally knows where to find all the information.”
Structure your business to support and accelerate your growth.
Let's look together at what's holding you back. Thirty minutes to understand your business and tell you where to start, with a cost and a timeline.
- 30 min on video with a co-founder, not a salesperson
- your 3 priorities, identified and ranked
- the first system to install, with its cost and timeline