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Kickstart Services

Workflow (Project/Process) Template Buildout

SERVICE OVERVIEW: 
Workflow buildout for project template or process, optionally including reporting, custom views, rule automations, and dependency/timeline management.

DELIVERABLES AND OUTCOMES:
  • Discovery meeting: review and standardize necessary project/process steps
  • Project/process template setup
    (OPTIONAL - BELOW)
  • Reporting dashboard (private or shared)
  • Custom views
  • Rule automations to help make project management easier
  • Dependency/Timeline Management setup and training

Help resources:

  • Recording of the training
  • Summarized SOP on how to use the project/process template
YOUR WORK:
  • Schedule the discovery call
  • Schedule the build session
  • Schedule the team training after the workflow is built 
ESTIMATED TURNAROUND TIME: Can be scheduled as early as 1-2 weeks from payment.

Regular price $1,800 USD
Regular price Sale price $1,800 USD
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