Scale System

✅ CRM, invoicing, and onboarding automation
✅ Elimination of repetitive admin tasks
✅ Custom-built workflow systems and templates
✅ AI-generated SOPs for team consistency
✅ Weekly time savings of 10+ hours
✅ Priority support and scalable structure

Key Benefits:

✅ Streamline day-to-day operations with smart automation
✅ Scale efficiently without hiring more staff
✅ Reduce costly human errors
✅ Free up time for strategic growth
✅ Build a business that runs with minimal oversight

1️⃣ Onboarding:

• Select your plan (Bronze, Silver, or Gold)
• Fill out an intake form covering goals, workflows, and systems
• Provide access to tools (e.g., CRM, invoicing, documentation)
• Watch your recorded onboarding video
• Gold clients can book a live onboarding call

2️⃣ Setup & Delivery:

• Map out your key operational workflows
• Build and configure automation (Silver: CRM only, Gold: full systems)
• Generate SOPs (1–3 based on your plan) for repeatable, team-friendly operations
• Deliver final systems with a walkthrough video or live explanation
• Includes one round of revisions for SOPs or workflow edits

3️⃣ Handover & Support:

• Enjoy ongoing support based on your package:
  • Bronze: 7 days email (48h response)
  • Silver: 14 days email (24h response)
  • Gold: 30 days priority support (12h response)
• Save 10+ hours per week with automation
• Eliminate manual admin and reduce team errors
• Scale sustainably with smart, repeatable systems

✅ Next Steps:

• Monitor your workflow performance
• Schedule optional check-ins or system upgrades
• Add features like team SOP libraries, client portals, or training bundles

FAQs

Client: Blossom Consulting (Coaching Business)

Challenges:

• Missed leads and inconsistent onboarding
  • Time-consuming manual admin
  • Disjointed or missing SOPs for team workflows

Solution (Gold Package):

• End-to-end CRM + invoicing automation setup
  • 3 custom AI-generated SOPs
  • Fully mapped and implemented client workflows
  • Recorded walkthrough + onboarding call
  • 30 days of priority support

Results (First Month):

✅ Saved 12 hours/week on admin and client setup
✅ Zero missed leads
✅ Onboarding became error-free and fully consistent
✅ Team clarity and morale significantly improved

Next Steps:

Added team SOP library and planning client portal integration with optional retainer.

Testimonial:

“Scale System gave me back my sanity. I didn’t realise how much time I was losing until I saw how effortless automation could be. Onboarding is smooth, and now our processes are finally consistent.”
— Emma, Founder, Blossom Consulting