Service detail
Team Training & SOPs
Your team knows how to use what we build.
Overview
What this engagement looks like
Tools only help if people use them. I train your staff on the AI tools and automations in your practice and write the standard operating procedures they'll refer back to, so the work keeps going after I leave.
Every engagement is scoped and priced before work starts, and I do the work myself. You get regular check-ins and written documentation for everything I set up.
Deliverables
What you get
- Hands-on training sessions for your staff
- Written SOPs for each workflow
- Short screen-recorded walkthroughs
- Prompt library for common front-desk tasks
- Guidelines for what not to put into AI tools
- Follow-up Q&A session
Outcomes
What you can expect
- You work with me directly
- Clear scopes & honest timelines
- Built in tools you already use
- Your team can run it without me
The Process
Audit
It starts with a call and a look at how your practice runs today. I map where time goes and give you a clear scope, cost and timeline before any work starts.
Build
I set up the automations and systems in the tools you already use, test them with real bookings and forms, and check in with you as each piece goes live.
Train
I train your team on what was built and hand over written SOPs, so nobody depends on me to keep things running.
Support
After launch I stay available to fix issues and adjust workflows as your practice changes. Ongoing support is available as a monthly retainer.
Let's talk about
your practice.
Tell me about your practice. I'll reply with a few first ideas and whether I'm the right fit.