Meet Busy Ben
To keep up with his firm's success, Ben needs
to hire and train new employees, but he is already
at capacity servicing his clients.
Ben worries that new employees won’t deliver the same level of service his clients expect. His processes are complicated, his tech stack is clunky, and training new staff on both involves a serious learning curve. He needs accurate documentation, repeatable processes and a scalable, coordinated way of bringing new hires onboard.
Ben dreams of growing efficiently. He wants to be able to plug new team members directly into the business, so they can get up and running without any hand-holding.
He wants a single source of truth that employees can access and know exactly how to perform client work from start to finish. Most of all, he wants all of this to happen without impacting the time he has to focus on serving his clientele.
Reduce training time with easy-to-use workflows that new team members can start using from day one – allowing your firm to continue running like a well-oiled machine as you grow.
Book a call
Create a single, centralized hub for your repeatable processes — allowing your firm to handle fast growth while continuing to deliver a consistent client experience at scale.
Book a callAutomate task assignments based on team members’ roles and workloads — ensuring your firm will run like a well-oiled machine, and that nothing will slip through the cracks.
Book a call
Plug new employees into your firm’s systematized processes to get them up and running in record time.
Enjoy improved retention and referrals thanks to the dedicated, professional service your clients continue to receive.
Delegate with confidence knowing employees have the resources and training they need to solve any problem.
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