The Aligned Systems Reset is a comprehensive, six-month engagement aimed at transforming your business operations by optimizing systems and workflows. This service is ideal for business owners, coaches, and consultants who want both immediate system improvements and ongoing, longer-term support. It’s designed for those seeking to streamline operations now while ensuring continued growth and efficiency in the future. With a focus on reducing friction and enhancing ease and flow, this service provides both short-term transformation and long-term operational success.
| Deliverable | Description |
|---|---|
| Month 1: Transformation | Full systems overhaul using the Aligned Automation Framework. This includes workflow streamlining, data integration, and optimization. |
Sales Process Automation: Automating the client journey from lead generation to contract signing, including proposal automation and payment processing. Client Onboarding/Offboarding: Streamlined workflows to create a seamless experience for your clients, from onboarding forms to exit surveys. Data Centralization: Integrating tools like Airtable and Zapier to create a single source of truth for your business data. Invoicing & Payment Systems: Implementing automated invoicing and tracking to simplify your financial management. | | Months 2-6: Refinement & Support | Twice-monthly strategy and support meetings for system refinements, continuous enhancements, and expert guidance. Service Delivery Systems Optimization: Refining how services are delivered, including client communication, project management workflows, and ensuring deliverables are completed seamlessly. Ongoing Monitoring: Ensuring smooth operation of systems like invoicing, onboarding, and data management. Dedicated Slack Support: Real-time access to resolve issues as they arise. |
To ensure the success of this project, the client will:
| Month 1 | ||
|---|---|---|
| Activities | Duration | Owner |
| Onboarding / Planning Day | 6 Hours | Service Provider, Client |
| Implementation Strategy Map | 7 Days | Service Provider |
| Systems Implementation & Documentation | 21 Days | Service Provider |
| Walkthrough Session | 2 hours | Service Provider, Client |
| Months 2 - 6 | ||
| Twice Monthly Strategy Sessions | 45 Minutes | Service Provider, Client |
| System Monitoring | Ongoing | Service Provider |
| Continuous Enhancements / Documentation | Ongoing | Service Provider |
| Dedicated Slack Support Channel | Ongoing | Service Provider |
| Closure Meeting @ End of Month 6 | 45 Minutes | Service Provider, Client |
| Item | Details | Budget |
|---|---|---|
| Month 1 | Full systems overhaul | $10,000 |
| Months 2 - 6 | Twice-monthly meetings, support, and enhancements | $20,000 (5 x $4,000) |
| TOTAL | $30,000 |