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Workflow Details

 Increasing productivity and streamlining operations engender more time to dedicate to other aspects of your business and to your personal life. Since the to-do lists of entrepreneurs are never ending, it’s essential to automate aspects of your business to generate revenue. By participating in our Workflow Intensive, you will create systems that work for you and your goals!

Workflow Intensive

Workflow Add-ons

CRM Account Setup

WORKFLOW INTENSIVE

A Sustainable Workflow process enhances productivity.

There are many moving parts to successfully running a business and some tasks can get lost, consume too much time, or simply stop business from running efficiently and effectively.  We collaborate with you to understand the ins and outs of your administrative tasks and create a streamlined flow of operations.

This results in an organized and automated workflow supported by workflow maps and email content templates.

OUR COLLABORATIVE PROCESS

The Timeline for a Workflow Intensive Project is 4-6 weeks.

With our well -defined roadmap we move projects through Phases and Milestones to ensure defined deliverables. 

1. DISCOVER

Project Kickoff

Set Goals 

Review Existing Workflows

 

2. DEFINE

Project/Plan & Schedule

Deliverables/Milestones

Workflow Needed

Content Strategy

3. DESIGN

Flow Charts

Email Signatures

Design Feedback & Approval

4. DEVELOP

Access CRM 

Write New Emails for Workflow

Feedback & Approval of Emails

Workflow Implementation

5. DEPLOY

Workflow Testing

Client Sign Off & Approval

Activate Workflows

6. MAINTAIN

Web Training Videos 

30 Day Check in Questionnaire

Quarterly Check in Questionnaire

 

DRIVE VISITORS TO YOUR WEBSITE | ONGOING SUPPORT


Email Marketing

Digital Advertising

Network Growth Program

Social Media Management

WORKFLOW ADD-ONS

Workflow process helps aiding daily or bigger-picture tasks.

Maintaining workflow processes in perfect condition becomes daunting when necessary tasks become more complicated. Since businesses evolve and grow over time and with their customers, it’s necessary to adjust and change processes to meet the current needs of the business. Updating workflows to reflect the current operations help to ensure entrepreneurs can focus their time and energy on other aspects of the business and to increase revenue. 

Workflow Add-ons ensure that processes are updated and assist them in achieving their goals.

OUR COLLABORATIVE PROCESS

The Timeline for a Workflow Add-on Project is 2-4 Weeks

With our well-defined roadmaps we move projects through Phases and Milestones to ensure defined deliverables.

1. DISCOVER

Intake Questionnaire

Project Kickoff

2. DEFINE

Project/Plan & Schedule

Deliverables/Milestones

Workflow Needed

Copywrite Strategy

3. DESIGN

Flow Charts

Design Feedback & Approval

4. DEVELOP

Write New Emails for Workflow

Feedback & Approval of Emails

Workflow Implementation

5. DEPLOY

Workflow Testing

Client Sign Off & Approval

Activate Workflows

6. MAINTAIN

Web Training Videos 

30 Day Check in Questionnaire

Quarterly Check in Questionnaire

 

DRIVE VISITORS TO YOUR WEBSITE | ONGOING SUPPORT


Email Marketing

Digital Advertising

Network Growth Program

Social Media Management

CRM Account Setup

Managing leads and clients effectively greatly aids the success of any business. Oftentimes, cohesive, effective campaigns are overlooked and underutilized by businesses due to lack of time, expertise and energy, ultimately leading to lost revenue. 

Our CRM Account Setup gets your business up and running in a professional way that nurtures leads through the sales funnel and builds a loyal client base.

OUR COLLABORATIVE PROCESS

Our CRM Account Setup Timeline is 2-4 Weeks. 

With our well-defined roadmap we move the project through Phases and Milestones to ensure defined deliverables. 

1. DISCOVER

Project Kickoff

CRM Platform Needs

Existing Contact

Payment Gateway

2. DEFINE

Project/Plan & Schedule

Deliverables/Milestones

Client Portal Message

Lead Forms

Lifecycles

3. DESIGN

Email Signatures

Design Feedback & Approval

4. DEVELOP

Access CRM (Customer relationship management System)

Input Content (emails and contracts)

Master Quote & Invoice

Integrate Forms into Website

Feedback & Approval of Content 

5. DEPLOY

Test Lead Forms 

Activate CRM Platform

Client Sign Off & Approval

6. MAINTAIN

Web Training Videos 

30 Day Check in Questionnaire

Quarterly Check in Questionnaire

 

STREAMLINE YOUR CLIENT PROCESSES | ONGOING SUPPORT

 

 

Workflow Intensive

Lead Generation

 

Frequently Asked Questions

Why is the workflow intensive in 2 parts?

To best understand the current workflow and then optimize it, we need to understand the current systems in place. In order to best comprehend your current systems, we deep dive into your current workflow to discover how to improve it. After that, we provide an outline with recommendations to improve and optimize your workflow to save you time and money

What do we need from you to get started?

In order to complete a workflow intensive, we need you to upload all of your current content to Google Drive so that we can access and analyze it.

Does Elite Vivant provide copywriting for workflows?

We currently mostly commonly use 17hats, Honeybook, Hubspot, and Active Campaign. If you have a different CRM, then we can explore it.

What workflow systems do we use?

No. If you have an existing website the build of your new site will not interrupt your business operations. The new website is built on our private server and is transferred to your hosting after the project is complete.

What videos are included in the web training Videos?

The videos included in the web training are an outline of your workflow, how to access it, which systems are automatic, and which systems are manual.