How well is your client onboarding system performing?
How well is your client onboarding system performing?
If you're scaling the walls instead of
scaling your business . . .
CLIP INTO HARNESS, WE'VE GOT YOU!
HOW THE ASSESSMENT WORKS ...
HOW THE ASSESSMENT WORKS ...
This assessment is designed as the first step in helping you discover what needs fixing and how to start creating the plan to get it done.
You'll get immediate results in a graded report-card, alongside a detailed performance report and complimentary consultation call to discuss recommendations and next steps to optimizing your client onboarding system.
A good client onboarding system does not just onboard the client (that's a given), its objective is to retain that client, establish emotional connection and maximise value.
A business is most ready to work with us if they:
Have a minimum of 5 full-time team members
Have a proven range of services generating minimum high 6 to 7-figure revenues
Are onboarding more than a few new clients or employees each month
Have plans to scale, franchise or sell their business
Sound like you?
assess and discover improvements to your BUSINESS PROCESSES resulting in a system design plan ready to implement the required QA and resources that will make it rock!
ONE DAY . . .
Our experienced Systems Designer will join you for one day of on-site meetings and interviews to assess one of your key business systems and facilitate opportunities for improvement.
ONE WEEK . . .
In one week we deliver your systems assessment report, your improved process mapped out with required resources, and tech stack options to implement your new system.
ONE MONTH . . .
In one month we work with you to select the best option for your tech stack and create a brief and project plan to manage the implementation.
IMPLEMENTING YOUR BUSINESS SYSTEM MAY REQUIRE ANYTHING FROM SOME SMALL CHANGES TO A COMPLETE REVISION OF YOUR TECH STACK. We provide 3 tech stack options that are as simple as ABC AND WE PROJECT MANAGE THE IMPLEMENTATION FOR YOU.
A: DONE FOR YOU
Use our preferred stack and we'll implement it and support it for you.
B: DONE WITH YOU
We provide and manage a developer to create a new stack with any existing software that you want to retain
C: DO IT YOURSELF
We provide a brief to guide your team to reconfigure your existing stack
OUR DYNAMIC DOCUMENTATION SERVICE trainS your team on how to easily create SOP videos as they work on their every day tasks. Our team THEN creates click by click SOPs with screenshots and transcribed instructions.
SOP RECORDING TRAINING
We host a SOP training workshop to teach the team how to record SOP videos.
SOP DOCUMENTATION
Our team creates click by click SOPs with screenshots and transcribed instructions and manages ongoing updates.
MULTIPLE SOP FORMATS
SOPS can be output as docs and embedded links to deploy in your Project Management system or Harness Belay App.
SOPS ARE NO GOOD BURIED IN MULTIPLE LAYERS OF FOLDERS, COLLECTING DIGITAL DUST. THEY NEED TO BE CONTEXTUALLY INTEGRATED INTO YOUR TEAMS WORKFLOWS.
PLUG AND PLAY WORKFLOWS
We can export all of your SOPs linked in tasks for your PM software.
DYNAMIC SOP DEPLOYMENT
Our HarnessHQ app stores, organises and dynamically creates tasks with linked SOPs in your PM software.
HARNESS BELAY APP
Our Chrome extension automatically suggests which SOPs you need and when, and displays them so you can follow them whilst performing your tasks.
One place to monitor the health of all your vital business systems and track them against your business goals and KPIs
HARNESSHQ CEO DASHBOARD
One place to monitor the health of all your vital business systems and track them against your business goals and KPIs
SYSTEMS MEASUREMENT TRAINING
How to identify the most important measures of your system's success and ensure that your system KPIs align with overall company goals and objectives.
SYSTEMS ROI CALCULATOR
Use our calculator to determine the impact of system improvements in terms of equivalent sales and savings to your bottom line.
DELIVERED AND SUPPORTED BY A TEAM CERTIFIED AND EXPERIENCED IN MARKETING, SYSTEMS DESIGN AND ONLINE BUSINESS MANAGEMENT
© 2022 Harness Online Business Management