Operational Setup

SoftwareAll Software Platforms

Corp Dev.

Business Insurance

Operations

Lastpass

Building Databases

AirTableGreat templates.

Project Management

AsanaProject Management

Event Management

Eventbrite

Business Insurance

IBC

Marketing

Leads

Leads Database

Global Email List

Newsletter

MailChimpCheap Version

Otraport - Email MarketingExpensive Version

Online Chat

Live Chat

Content Marketing

HootsuiteExpensive

Sales Softwares

Sales ForceCustomer Management System

PipedriveCustomer Management System

Sales DatabaseSales Database

Office Line Software

AirCall

Grasshopper

Ring Central

Call Ruby

Calender Scheduling Software

CalendryCalender Appointments

Advertising

Facebook AdsDigital Advertising

Google AdsDigital Advertising

Engineering

Amazon Web Services

Finance

QuickbooksAccounting Software

Banking Software

PayPalOnline Banking

Legal

DocuSignSigning Documents

Legal ServicesLegal Services

Background ChecksBackground Checks

Legal ContractsLegal Contracts

Human Resources

Recruitment Software

WorkableStaffing Software

BullhornStaffing Software

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Staffing Software

CollageStaffing Software

Team Communication

SlackTeam Communication

Customer Care

ZenDeskCustomer Care

Business Setup

Corporate

Initial Setup

Business Overview Assessments$3,000

-Business Growth Stage Assessment1hr

-Business Overview Assessment1hr

-Invoice Info/Office Info etc...3hrs.

On Boarding Steps Reviewed1hr$1,000

-Review the Steps to On Board

Mutual Understanding Agreement2hrs$3,000

-Review MUA

Management Consulting Contract

Sign the Management Consulting Contract1hr

Complete Initial Payment

Payment of $5,0001hr.

Send over ARAZAS Invoice

On Boarding Process

Fulfillment Folder

Review Fulfillment Folder5hrs$10,000

Business Growth Fulfillment Sheet

Setup Client Folder System

1 Year Action Plan

Fill this out with William.1hr$500

Approval by Jeremy Estes

0.5hrs$500

Meeting with Eli Thompson

1hr$100

Team Emails Setup

Get Signatures Setup3hrs.$300

Get Emails Working Properly3hrs.$300

Organizational Development

-Org Chart Development

-Corporate Design Documents

Marketing

Add Marketing Team10hrs.$5,000

-Add in Lead Project Manager

-Add in Lead Copy Editor

Sales

Complete Sales Process30hrs$15,000

-Sales Spreadsheet

-Sales Training Audios

-Develop sales scripts

-Develop Pricing Models

-Create Sales Offer

-Build out sales dashboard

-Build out sales sheets

Onboarding Sales Team10hrs.$5,000

-On Boarding Sales Team.

-Jeremy Estes introduction.

-Amanda Turlock introduction.

-Training the Senior Sales Team.

-Training the Junior Sales Team.

-Testing with new sales team.

-Adding in project management reports.

-Sign off on sales contracts.

-Training new reps/adding additional reps.

-Updating and signing contracts for new reps.

Sales Training50hrs$50,000

Complete sales overview document.

Complete the Complete Sales Process.

Complete the Pricing Model.

Complete the Sales Offers.

Complete the Sales Training.

-Complete the Audio Recordings.

-Complete the Role Playing.

-Complete Initial Testing.

-Complete Advanced Testing.

Build out sales dashboard.

Build out the wins sheet.

Testing the payout model.

Updating commission model.

Lead Generation Sheets Setup

-10hrs.$5,000

-

Affiliate Spreadsheet

Setup Affiliate Spreadsheet10hrs.$5,000

Sign Off On Sales Contracts

Senior Sales Contract2hrs.$500

Junior Sales Contract2hrs.$500

Advertising

Facebook Account Setup15hrs$7,500

-Create new videos

-Create Facebook Bus. Page

-Add William's team on board as editors.

-Add Nikki as Community manager.

-Add Eli as Community Manager.

-Design work with Kenneth if needed.

-

Setup Advertising Dashboard20hrs.$5,000

-Advertising Dashboard Setup

Testing outbound advertising.

Writing core messaging.

-Improving core messaging.

-

Start Running Advertising Campaigns15hrs.$10,000

-Master Facebook Advertising

-Setup Facebook Advertising

-Setup Google Advertising

-Add ARAZAS as a Partner

-Testing video ads.

-Testing picture ads.

Build Opt In Funnels.

Email Marketing25hrs.$30,000

Launch Emails PreparedGet Swipe Copies Prepared

Setup InfusionSoftSetup with InfusionSoft

Webinar

Webinar Launch Process$20,000

-Webinar Campaigns

-Example Campaign

Eventbrite Campaign$10,000

-Eventbrite Campaigns

GoToWebinar$10,000

-GoToWebinar Setup

Engineering

Website Development$30,000

Initial Scope Document

Decide On Software

Human Resources$10,000

Staffing Sheet

Organization Chart

Staffing Contracts

Finance$15,000

Accounting Setup

Setup QuickBooks

Connect with Accounting Team

Accounting Reports for Accounting Team

Financial Documents

Cash Flow Forecast

Legal$25,000

Setup Legal StructureGet incorporation documents prepared.

Purchase shares for yourself.

Setup a sole proprietorship.

Setup doing business as name.

Signup for Legal Shield.

Look into TradeMark info.

Connect with your Lawyer.

Add disclaimers to your documents.

Business Insurance

Specialists

Integrate Specialists30hrs.$50,000

-For advertising.

-Taylor for speaking.

-Mike for raising financing.

-James for coaching.

-Shanyn for video production.

-Kenneth for graphics design.

-Dave for tech work.

-For CFO work.

-For marketing.

-Matthew for Legal

TOTAL