New Client Onboarding Process

This page provides a glimpse of how we work with our new clients.

Free Consultation

Free Consultation

Once you have completed the Questionnaire we provided, we will actively engage with you to understand your goals, business, and specific requirements. This collaborative approach allows us to customize our services to perfectly suit your needs.

Modular Proposal

We will submit a Modular Proposal that will outline your needs and issues you are facing, and offer Modules of Solutions to address them.  You will have the flexibility of choosing specific modules of the proposed solutions according to your needs and preferences. We can, of course, customize the Proposal further based on your requests.

Establish Scope of Work & Deliverables

Once you have agreed to work with us, we will lay out mutually agreeable deliverables according to your goals and expectations. 

Introduction &  Discovery

• Introduce the team members of all the parties involved in the project.
• Establish communication protocols.
• Revisit deliverables and client’s expectations.
• Collect information necessary for the project.
• Outline tasks for both parties.

Start Systemizing Your Business 

We believe in a gradual approach, taking baby steps to ensure that you and your team do not get overwhelmed. Remember, Rome was not built in a day.

We normally start by addressing the most critical process, which may already be in place within your organization. They just need to be documented.

This manageable progress sets the foundation for further improvements.

Constant Communication 

We will continuously update you on our progress and exchange feedback to ensure the project is proceeding in alignment with your goals and expectations This open and transparent flow of communication allows us to swiftly address any necessary changes and modifications, ensuring your project stays on track and tailored to your requirements.

Offboarding

Upon delivering the final project deliverables as per our agreement and to your satisfaction, we will seek your valuable feedback on our services and the work delivered. This will help us continuously improve and ensure we exceed your expectations in the future.

Who We Serve

Our services, including Standard Operating Procedures (SOPs), Employee Handbooks, Workflow Flowcharts, Contract Management, File Management, and other Business Operations Services, are primarily tailored to small and medium-sized businesses. We cater to various industries, such as retail and wholesale; cafes, restaurants, food trucks, and catering services; hair and nail salons; massage spas; gyms; legal and accounting firms; construction, engineering, plumbing, HVAC, and electrical services; landscape, and property management; assisted living and care management, medical clinics, dental offices, chiropractic practices, and pharmacies; wholesale & distribution; as well as vet and pet retail & services.

Where We Serve

Apart from catering to clients within the United States of America, US / USA, we extend our services globally, spanning regions such as Europe, Australia, and Asia, all while being headquartered in Colorado. As business operations and systems consultants, we specialize in systems and processes, including relocation management for office and warehouse moves and global mobility services. Our services cater to Small Business Owners, Solopreneurs, and Start-ups in Denver city, Denver Metro Area, Aurora, Lakewood, Littleton, Centennial, Thornton, Arvada, Westminster, Broomfield, Parker, Commerce City, Northglenn, Lone Tree, Englewood, Highlands Ranch, Castle Pines, Castle Rock, Colorado Springs, Longmont, Boulder and other Denver Metro areas within Adams, Arapahoe, Denver, Douglas, Boulder, El Paso, Broomfield, and Jefferson counties.