Packages

With this option, a no-effort process benefits you and the client with registration, payment, the discovery form, and first session scheduled.

Possible pieces to this process include digital registration or agreement form, payment, signed electronic documents, initial scheduling, and emails to keep everything on track.

This package includes:

• In-depth review of current process and budget for process improvements.
• Setup of new processes and software applications, and integrations.
• Video overview updates of process status.
• Weekly meetings.

View add-on package below for further options.

* Cost of third-party applications are not included in this rate.

Let’s take it to the next level with this add-on.

This add-on includes an updated landing page and graphics for your packages. And support for you when working through unexpected process needs.

Add-on includes:

• A landing page showcasing 3 packages.
• A custom banner graphic for each package.
• 1 month of post-project email support for software troubleshooting and maintenance.
• 3 hours of post-project process maintenance.

*Must purchase Client Onboarding Starter Package