ClientRobot 10 Week Implementation Plan


1 – Sales System Design Session

This normally takes one or two hours and the aim is to ensure that I have all the details I need to configure the sales part of the system correctly.

2 – Sales System Build

I and my team build and tailor the sales system. 

3 – Sales System Implementation 

We hold an Implementation Planning Session and then roll the system out to your team.

4 – Sales System Review

We review the sales system and deal with any feedback from your team.

5 – Email Marketing & Payment System Build

The team and I build the email marketing and payment tracking systems.

6 – Operations System Design Session

We have a Design Session running through how the Operations and Project Delivery side of your business works. 

7 – Operations System Build

I and the team build your Operations System.

8 – Operations System Implementation 

We hold an Implementation Planning Session and we roll the system out to your team. 

9 – Operations System Review

We look back on the operations system and deal with any feedback from your team. 

10 – System Review

We have a Review Session and finalise any customisations and changes needed. And we review progress on the system as a whole.

If this sounds like it could help you and your business, click here to arrange a call back.