
-One (1) 60 to 90 minute zoom consulting session which can consist of:
Systems optimization
Software review
Goal setting
Business audit
Business values outline
Execution planning
Training agenda building
Custom-tailored team training session (up to 5 attendees)
Build and facilitate partnership pitches (Lenders, Title, Etc)
Host and debrief interview sessions with new-hire prospect
Vendor expectations, training and delegation
SOP alignment and document building
- Custom deliverables and resources as agreed saved to a Google Drive (templates, agendas, SOPs, team communications build-out, etc.)
- Recording of meeting with AI generated summary notes for implementation clarity