• Simple Workspace Setup

• User Setup (email, alias, groups)

• Chrome Profile Setup (with your custom predefined bookmarks)

• Email Settings & Signatures

• Drive Setup and shared folder access.

• Calendar Settings & Sharing access

• Admin Console (Permissions & Roles)

• Workspace Audit & Assessment

• Workspace Cleanup

• Creation of Standard Operating Procedures (SOPs)

• Add Domains

• Admin & User Training materials

• Onboarding

• Google Sites

• Ongoing Support Available

 ♞ Learn More ♞

• Account Setup & Integrations

• Setup & basic configuration of addons

• Owner, Admin, ISA, Lender Setup, and Agent Setup

• Audit/Clean up of partial or failed setup

• Phone and Inbox configuration & settings

• Team setup, team inbox & lead flow

• Action plans & Automations 

• Email & Text campaigns

• Smart lists & Collection Workflows

• Pond setup & assignment

• Lead Routing Rules

• Spam quarantine setup

• System Audit & Optimization Recommendations

• AI Monitoring (We monitor your AI - it does make mistakes!)

• SOP Documentation

• Lead Monitoring (ISA)

♞ I need help! ♞

Standard Operating Procedures  ensure consistency, efficiency, safety, and quality control in routine & complex operations.

• SOP for 

  • Operations & Workflow

  • Administrative Functions

  • Communication & Collaboration

  • Human Resources

  • Security & Compliance

  • Sales & Marketing

  • Finance & Billing

  • Technology & Software

• File naming convention & folder structures

• Creation of Archives for retention 

• Onboarding-Offboarding procedures

• Workflow checklists

• Quality Assurance & Process Review

• Document Version Control

• and more!

♞ Let's Do this! ♞

• Audit for Relevance (identify outdated steps, tools or unnecessary tasks and recommend updates to ensure SOP aligns with current business goals.

• Perform recommended updates

• Standardize format of existing SOP

  • Consistent structure (Title, purpose, scope, steps, responsible party)

  • Add/update branding

  • Improve readability

  • Simplify language with clear actionable steps (may include diagrams, screenshots, or checklists)

  • Clarification of responsibilities (assign roles, change names from personal to user role (ex. "Client Manager" instead of "Bob")

  • Expected timeframes, deadlines or turnaround times, dependencies.

  • Interactive links, templates, resources

• Feedback loops (team feedback, suggestions, or surveys to identify bottlenecks or confusion.

• SOP Testing & Review Schedules

• Identifying areas to automate where possible. 

♞ Get Started ♞

• Squarspace/Ylopo Agent template & Profile setup

• Squarespace Onboarding Setup (FUB/Ylopo)

• Squarespace

• Wix Setup

• Maintenance Packages

• Google Site Creation

• Sites - Internal Company Portals

♞ Get Started ♞

Utilizing your existing subscription, we can complete

• Document preparation

• Field Mapping

• Branding on applicable services

• Template Organization

• SOP Documentation

• Retainer Packages

♞ Get Started ♞