The Simplicity Ops Experience

Here at Simplicity Ops, we partner with firms who are deeply committed to delivering an excellent client service experience but desire to do it more efficiently. So together, we build out systems and processes to do just that, starting with optimizing your CRM.

Here is a video explaining our process

A Comprehensive Solution to Optimize Your Operations

ACCELERATED

$60k

6 Month Investment

  • Project Kickoff Call

  • Database Organization

  • Contact Clean Up

  • Team Training

  • Implementation Calls (As needed 1-on-1)

  • Templates

  • Service Model Development

  • Integration Configuration

  • Proactive Client Service

  • Workflow Whiteboarding

  • Workflow Customzation

STANDARD

$45k

9 Month Investment

  • Project Kickoff Call

  • Database Organization

  • Contact Clean Up

  • Team Training

  • Implementation Calls (Monthly 1-on-1)

  • Templates

  • Service Model Development

DIY

$12k

$12k + 1k/Month

  • Team Training

  • Implementation Calls (Monthly Group)

  • Templates

Interested in learning more? Book a call below: