Phase 1Orientation, Evaluation & Business Structure
Business vision and goals, business model, organizational structure, roles and responsibilities, project-management systems, communication systems, document audit, gap analysis, delegation and master development planning.
Phase 2Legal, Financial, Ownership & Risk Foundation
Entity and ownership structure, required business documents, financial systems, budgeting, accounting workflows, insurance, risk management, compliance processes and coordination with appropriate professional advisors.
Simplementation Collective does not provide legal or accounting advice. Appropriate matters are coordinated with qualified independent professional advisors.
Phase 3Operations, Products & Customer Experience
Process mapping, Operations Manual, SOPs, customer inquiries, scheduling, estimates, onboarding, service delivery, payments, refunds, complaints, vendors, inventory, records, safety, quality assurance, emergency procedures and customer experience.
Phase 4Leadership, Team, Training & Performance
Leadership systems, job descriptions, recruiting, hiring, employee onboarding, training manuals, management systems, accountability, performance standards, KPIs, compensation systems and leadership development.
Phase 5Technology, Brand, Marketing & Sales Systems
Technology stack, CRM, AI, automation, brand systems, marketing planning, customer avatars, content systems, lead generation, sales processes, follow-up, database management, reviews, referrals and reporting.
Phase 6Launch, Test, Measure & Grow
Implementation, employee training, system testing, KPI dashboards, quality review, process revisions, accountability meetings, growth planning and continuous improvement.