Phase 2 - Streamline Phase - Implementation Prep

Once we solidify your workflows, the streamline phase is when we actually create and gather all of your workflow templates! Think of your workflow as a recipe; we need to pull together all the ingredients. That's where you come in (OR, if contracted, where we come in to write all the content for your email, questionnaires, etc.) If you're doing the writing, we will guide you through the creation of your email templates, brochures, and questionnaires with a checklist, help videos & strategy. If we're doing the creation, we'll send over a list of all content for approval when we're done.