The Diagnostic is a 2 tier offer where I create the structure behind your current client delivery system and help you implement it.
Tier 1: Diagnostic Report and Action Plan
This is where I interview you and each member of your client delivery team to hear from each person’s POV what issues are occuring and how it’s making everyone feel (this is crucial for employee work quality and turnover). From there, I create a Diasgnostic Report on what is causing these issues and suggest an action plan on how to re-structure the sysytem to rectify them.
Tier 2: Diagnostic Report, Action Plan & Implementation
This is where we do everything in Tier 1, but I lead your team in the execution of the re-structuring and rebuilding so you don’t have to double what’s already on your plate. I plan out the execution step by step, upload the plan into your project management tool with defined roles for each team member, manage the execution to make sure things stay on track and train everyone on the new system once execution is complete. This one is the whole nine yards 🏈
INVESTMENT & SCOPE
Tier 1: Diagnostic Report and Action Plan
Scope:
30 minute virtual Diagnostic meeting with founder/CEO
15 minute virtual meetings with each client delivery team member
Diagnostic report and action plan for system re-structuring and gap/issue resolution
Starting at $600
PER OFFER/SERVICE
Tier 2: Diagnostic Report, Action Plan & Implementation
Starting at $1,200
PER OFFER/SERVICE
Scope:
Everything in Tier 1 plus;
“Sytem re-structure” execution outline draft including project milestones, tasks, deadlines and assignees
One revision round for the execution outline
Finalized execution outline uploaded into client’s PM tool (or my own with access granted to the founder and team if client does not have a PM tool)
Project management of the “system re-structure” execution tasks to avoid delays, help clear obstacles and provide updates
Recorded training video for team on new client delivery system
2 week availability (via email post) system completion for questionsfrom or assistance to the CEO/founder and team
Here’s how you know if you and your team need a more structured client delivery system…
Things seem to keeping getting dropped or skipped over when delivering to clients or customers
Your team is repeatedly asking the same questions during client delivering like “Who does this go to?” or “Where does this live?”
Your clients are repeatedly reaching out first and asking questions like “What happens next?” or making statements like “I haven’t hear anything back yet.”