Packages
Our Service Packages
Our pricing packages are designed to deliver maximum value and ROI, whether you need a one-time evaluation or ongoing support.
Intake Team Evaluation
Basic
Review of Productivity, Systems, and Leadership
KPI Gap Analysis and Recommendations
Systems Score and Refinement Suggestions
Organizational Structure Recommendations
One-time Investment
Review Meeting with Leadership
Intake Team Revamp or Setup
Business
Organizational Chart and Hiring Plan
Training for All Positions
Systems Implementation
(CRM, Soft Phone, etc.)
Productivity, Quality, and Marketing Reporting
Timeline: 3-12 months
(based on team maturity)
As-needed Consultation/Coaching
Fractional Intake Management
Pro
Organizational Chart and Hiring Plan
Training for All Positions
Systems Implementation
(CRM, Soft Phone, etc.)
Productivity, Quality, and Marketing Reporting
Weekly 1-hour KPI Review Meeting
Monthly Mentorship for Key Leaders
Quarterly Strategy Sessions with Firm Leadership
FAQ
Frequently Asked Questions
What services do you offer?
We offer intake management, fractional COO services, marketing evaluation, and technology integration to optimize efficiency and drive business growth.
What is a fractional COO service?
A fractional COO provides part-time executive support, optimize processes, and enhance overall business operations without a full-time commitment.
What industries do you specialize in?
We specialize in legal, healthcare, and veteran-owned businesses, but our services are adaptable to various industries requiring operational efficiency and growth.
How do you customize your solutions?
We tailor our solutions by thoroughly understanding your business needs, developing bespoke strategies, and implementing advanced technologies.
How do your pricing packages work?
Our pricing packages are designed to be flexible, offering various options to suit your business needs and budget, ensuring exceptional value.
What technologies do you implement?
We implement a range of technologies including AI, RPA, CRM systems, and other advanced tools to streamline operations and enhance efficiency.