what we offer
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.