The Aligned Automation OS is a full-service, done-for-you engagement designed to centralize and streamline your business operations. This service is ideal for coaches, service providers, or speakers looking to automate their sales and onboarding systems effectively, while receiving expert support to create systems that feel good and work well for both them and their clients. The goal is to implement a well-structured command center with automated data collection, seamless workflows, and the operational infrastructure needed for long-term success.
| Deliverable | Description | Duration | Owner |
|---|---|---|---|
| Intake Form | Client completes a detailed intake form to provide system access and outline needs before the session | Pre Engagement | Client |
| Planning Day | A detailed session to map out your business systems, including sales, invoicing, and onboarding. | 4 hours | Service Provider, Client |
| Customer Implementation Map | A personalized plan with steps for system automation and process integration. | 7 Days | Service Provider |
| Phase 1: Database Creation and Automation | Create the database and automation data collection processes | Month 1 | Service Provider |
| Phase 2: Custom Apps and Process Automation | Develop custom apps for 3 core functions in the business and automate key processes for efficiency. | Month 2 | Service Provider |
| Phase 3: Documentation and Refinement | Finalize documentation, stabilize systems, and conduct 2 refinement sessions focused on fine-tuning systems and processes during final stabilization phase. | Month 3 | Service Provider |
| Slack Support | Dedicated Slack support for real-time issue resolution and ongoing guidance throughout the entire engagement. | Full Engagement | Service Provider |
To ensure the success of this project, the client will:
| Item | Investment |
|---|---|
| Aligned Automation OS | $25,000 |