Systems are a personalized experience that will allow you to grow and scale your business in a way that's not only sustainable, but profitable. We like to view them as the foundation of everything that you do. Now don't get us wrong, your vision and craft is extremely valuable. But without systems and processes in place, you're missing out on more time, energy, freedom, scalability and ease. So! Let's get you set up with a killer foundation made up of simple systems that will allow you to step into alignment and build a life / business of your dreams.
CRM
BUSINESS HUB
THE FULL MONTY
Our CRM Build is for HoneyBook / Dubsado users who are ready to transform their client experience from inquiry to project close. We're talking ready to use email templates, branded forms and mapped out workflows that will increase your value add, speed up your processes and ultimately, give you back your time. Note: you'll need a HoneyBook or Dubsado account for this service
the crm build INCLUDES
- Strategy consultation / questionnaire
- workflow ROADMAP TOOLKIT
- CALENDAR SETUP
- INTEGRATION OF CONTRACTS / forms / packages
- BRANDED FORM AND PROPOSAL TEMPLATES
- READY TO USE EMAIL COPY
- CUSTOM WORKFLOW FOR UP TO 3 SERVICES
- loom training that walks you through your new build
investment: $2,000 $1,000 beta
Timeline: 14 DAYS
Our Notion Build is for founders who are ready to take the backend of their business to a whole new level! AKA the business hub of your dreams. From task management and content planning to client portals and SOP's, we'll build out custom pages that will take your systems and processes to new heights. Note: you'll need a Notion account for this service
the notion build INCLUDES
- Strategy consultation / QUESTIONNAIRE
- Company toolkit + SOP’s
- Task management database
- client/project management database
- Product/service suite
- marketing + launch planning
- client portal template for up to 3 services
- LOOM TRAINING THAT WALKS YOU THROUGH YOUR NEW BUILD
investment: $2,000 $1,000 beta
timeline: 14 DAYS
We call this package the full monty because (from a systems and processes standpoint) it really does offer EVERYTHING you need to run a successful business with ease. If you want a fully equipped backend system that takes your business from hot mess express to a (luxury) well oiled machine... this is for you! Note: you'll need a Notion, HoneyBook/Dubsado and Zapier account for this service
OPTION THREE INCLUDES
- everything in the crm build
- everything in the notion build
- custom zapier automations that connect both platforms for a seamless, automated experience
ex: when a new project gets booked in your crm, zapier will automatically filter it into your project management table in notion
investment: $3,500 $1,750 beta
Timeline: 3 WEEKS
I mean - where can I start? OHSIA has truly saved my business. I've come to learn that systems and processes are a non-negotiable when trying to scale. And as a biz owner with big, ambitious dreams, OHSIA has helped me learn that I need to get what's in my head out on paper (or rather, Notion!) to be able to empower a team to help the business grow. I've been putting so much pressure on myself "to do it all myself", and not only have they been able to alleviate that pressure with stellar systems, processes, SOPs, etc. but they've also been there for me from a human perspective. Between the expert professionalism, genuine empathy, attention to detail, incredible customer service, and general friendliness and support - I 10/10 recommend OHSIA to every single business owner who is looking to get organized, scale, and grow their business.
WHAT IF I DON'T HAVE THE PLATFORMS LISTED?
WHAT DOES THE COMMITMENT LOOK LIKE?
WHAT DO YOU USE FOR COMMUNICATION?
DO YOU DO LIVE TRAININGS?
DO YOU OFFER POST PROJECT SUPPORT?
If you're new to any of the systems listed above, we'll give you the lay of the land! + Get 20% off your first year of HB with our referral link OR 20% off your first year of Dubsado with code ohsia20 -- you can also sign up for Notion Pro or Business with our affiliate link.
what if i don't have the platforms listed?
what does the COMMITMENT look like?
what do you use for communication?
do you do live trainings?
DO YOU OFFER POST PROJECT SUPPORT?
Depending on the package you choose, our builds take 2-3 weeks in total.
what if i don't have the platforms listed?
what does the commitment look like?
what do you use for communication?
do you do live trainings?
DO YOU OFFER POST PROJECT SUPPORT?
We use Slack to communicate with our clients as well as Notion, email and Zoom.
what if i don't have the platforms listed?
WHAT DOES THE COMMITMENT LOOK LIKE?
what do you use for communication?
do you do live trainings?
DO YOU OFFER POST PROJECT SUPPORT?
Once your build is complete, we'll do a comprehensive Loom training to walk you through everything. We also offer 2 weeks of post project support.
what if i don't have the platforms listed?
what does the COMMITMENT look like?
what do you use for communication?
do you do live trainings?
do you offer post project support?
Yes! Our Monthly Retainer is a great option of you're looking to hire systems and operations support within your team.
We understand the importance behind making aligned decisions for you and your business. After-all, the brand you've built is a reflection of your dreams and desires! It's personal. Which is why we believe in customization across the board. To help you in your decision process, schedule a free discovery call to go over any questions you may have as well as discuss support options that make the most sense for you and your business.
INQUIRE VIA THE CONTACT FORM
RECEIVE A LINK TO BOOK A FREE DISCOVERY CALL
LOOK OVER YOUR CUSTOM PROPOSAL AND SELECT THE BUILD OF YOUR CHOOSING