$12,500

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The Select Package is ideal for small businesses ready to transition from manual tasks to automated, scalable systems that boost efficiency and client experience. With custom SOPs, CRM and scheduling integrations, and a professional website, this package sets you up to operate like a well-oiled machine.

Services Included:

• Client Portal: 
  • Dedicated Account Manager
  • Directly communicate with your Account Manager
  • Secure Document Repository
  • Up to date Project Journey pipeline details - know where we are with your project at all times
  • All project details in one place
• Business Systems Consultation: Comprehensive business needs analysis and actionable recommendations for improvement.
  
• Basic Website Design/Re-Design: A simple, responsive, and professional website (up to 3 pages), designed to reflect brand identity, including basic SEO and mobile optimization built on a CMS like WordPress or Wix.
  
• SOP Development (Standard & Advanced Processes): Detailed, step-by-step SOPs for up to 5 core business processes (including onboarding, customer service, finance, etc.).
  
• Policies/Contracts Creation (Up to 3): Creation of up to 3 key policies/contracts for the business, such as confidentiality agreements, employee contracts, etc.
  
• Basic Operational Automation Setup (CRM/ERP Integration): Integration of basic workflows with tools like Zapier, connecting essential apps (CRM, project management, email marketing).
  
• Customer Onboarding System: Set up an automated client onboarding sequence with email sequences, document signing, and payment processing. (5 steps maximum)
  
• Platform Integration
  • E-commerce Platform Integration (If Applicable): Integration of an e-commerce platform such as Shopify or WooCommerce, including product listings, payment gateway, and inventory management. (up to 10 products)
    OR
  • Scheduling Platform Integration: Integration of a service scheduling platform (e.g., Acuity Scheduling or Calendly) for service-based businesses.
    
    
• User Training & Documentation
  • 1 live training session (1 hour) for up to 2 users
  • Basic user guide (PDF format) for common tasks and troubleshooting

• Post-Launch Support 

• 💬 Support Access (Email)
• 🔧 Support Hours (2 weeks - total 5 hrs)