The Evaluation
A senior leader who has run a business like yours meets with you and your leadership — the owner, and whoever runs the office, the books, sales, and service. Department by department we map the work that is done by hand today: the phones, the leads, the proposals, the orders, the invoices, the reminders, the follow-up nobody gets to. We show you which of it an agent takes, which tools you keep, which we bring, and who checks it.
What follows: the plan, in writing — the map of your manual work, the tools you keep, the tools we bring, the workforce we would install, the number, and the timeline.