Herding Cats MasterPlan

Herding Cats MasterPlan


How it Works

Step 1.  Operations Chief Interview

I’ll interview your Operation Chief (via video chat, for about 1.5 hours) to determine broad goals and existing processes.We’ll cover:

  • Short & long term agency goals

  • Basic workflow (sales, client management, accounting & HR)

  • Current software & processes

Step 2. Expert Interviews

I’ll sit down with up to 4 of your subject matter experts (Sales, Client Management, Accounting, etc.) to gather more detailed information. These conversations will be about an hour long each, and also take place via video chat.

We’ll cover:

  • What are your department goals (short & long term)?

  • Add details to the workflow (how do you do each step?)

  • How are your existing tools working?

  • What do you want to see in a new system?

Step 3. Herding Cats Masterplan™

I’ll deliver a written plan with my recommendations on how to simplify and automate your business - and how to save money and time.

Key Features:

  • Software Cost Comparison - our recommendations versus your existing tools

  • Savings Estimate - how much time and money will implementing these tools save you?

  • Workflow Documentation - of both your existing processes and our new, recommended processes

  • System Map - how all our recommendations work together

Step 4. Workshop

Finally, I’ll meet (via video chat) with your leadership team (CEO/CFO/COO/Managing Partners/etc.) to go over your MasterPlan. This meeting will take about 1.5 hours.

We’ll cover:

  • Demos of key pieces of recommended software

  • Why these are the best tools for your agency

  • What implementation would look like - scope, timeline, levels of support

** Once you’ve purchased, you’ll get an email with a link to schedule Step 1, the interview with your Operations Chief and kickoff the MasterPlan process. **

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