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Process & Systems

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Training and On-boarding

So, I’m moving along in the interviewing and hiring process…how do I prepare for what comes next?
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Developing consistent, repeatable training and onboarding processes is one of our favorite challenges to undertake. It’s a no-brainer that a well-trained team not only knows what is expected of them and feels confident in starting their journey with your organization, but that they’ll be aligned with your goals and mission from the very start. revgrowers will help you build your training and onboarding processes from the ground up…including creating or modifying scripts.

Client Relationship Management Systems (CRM)

It seems that everyone talks about “CRM”, no matter what industry they’re in…why is this important, and how can I implement my own?
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Implementing a system to track all of your client activities in real-time is imperative to cultivating stellar customer service and also keeping every applicable team member up to speed on the goings on with each client. Building a solid CRM System is the cornerstone to staying on top of every prospective, in process, and existing client; keeping track of the sales process and pipelines; and retaining records for the business.

Metrics & Reporting

I know it’s important to establish measurements and view activity results; I’m just not sure how to go about it.
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Once all of your other key pillars are in place – hiring, training, onboarding, and implementing a CRM – it’s time to figure out a process to enable your team to continually review data, numbers, and progress at any given time. This is where revgrowers comes into play. We have experience in all things “metrics and reporting”, and will work with you to establish the reporting and metrics structures that best support your organization and goals.

 

 

 

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