Back Office Support

We streamline your behind-the-scenes operations—from workflows and automations to system cleanups and SOPs—so your team can focus on what matters.

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What You Get

Here are a list of services you get when you sign up for monthly support

Organize internal training materials and resources into a clear, consistent hub so your team gets the info they need — when they need it.

Build consistency and clarity with step-by-step SOPs that eliminate guesswork and make handoffs seamless — so your team stops reinventing the wheel.

Bring order to the chaos with structured digital file systems that reduce search time, eliminate duplicates, and make onboarding or offboarding a breeze.

Setup and branding of existing automation features (e.g. reminders, welcome emails) within your current software. No custom workflows or integrations included.

Save time and supercharge your workflow with smart automation and AI tools. We'll identify repetitive tasks, set up automated systems, and integrate AI solutions that streamline your operations. From email sequences to document processing, let technology handle the routine while you focus on growth. Basic automations (email follow-ups, lead routing) and no AI tools, simple CRM triggers.

Transform messy contact lists into a streamlined customer database. We'll set up your CRM system, import and clean existing data, create custom fields and segments, and establish processes to keep your customer information organized and actionable. Say goodbye to duplicate entries and hello to better customer relationships.

Streamline your tech stack and optimize costs with a comprehensive software and subscription audit. We'll review your current tools, identify redundancies, evaluate usage patterns, and recommend ways to consolidate or upgrade your subscriptions for better efficiency and cost savings.

Map out the moments that matter most to your customers. We analyze customer touch points and create visual maps of their journey—from first contact through ongoing engagement. This helps identify opportunities to improve experiences and build stronger customer relationships.

What You Get

Here are the monthly services you get when you sign up for monthly support

Design a smoother, more consistent customer/patient journey from inquiry to follow-up — helping your front desk, marketing, and systems all speak the same language.

A visual, strategic walk-through of your site to identify confusion points, missed opportunities, and fixes that improve conversions.

Your brand should live beyond the screen. We design eye-catching apparel, promotional items, and packaging that reinforce your identity while making an impact in the real world.

Consistency across your online presence matters. We create scroll-stopping, on-brand graphics that help your business stand out across platforms and drive engagement. Social media management (such as posting, analytics and strategy) are not included.

Your emails should be as polished as your brand. We design engaging, branded email templates (promotions, newsletters, automations, etc) that make your campaigns stand out and improve readability, and navigate the viewers to engage and convert.

Your website should do more than exist—it should work for you. We create high-performing, visually compelling sites that not only look great but also drive engagement and conversions.

A well-designed landing page can turn interest into action. We build strategic, conversion-focused pages that guide visitors toward taking the next step, whether it’s signing up, purchasing, or learning more.

Your emails should represent your brand as much as your website does. We create professional, on-brand email signatures with your logo, contact details, and clickable links—ensuring every email you send leaves the right impression.

A strong brand carries through every detail—including your documents. We design branded letterhead that aligns with your identity, ensuring every invoice, proposal, or contract looks polished and professional.

Your business card is a mini billboard for your brand—it should be memorable and effective. We design sleek, professional, and custom-branded business cards that make networking easier and your business unforgettable.

A great website isn’t enough if customers can’t find you. We’ll set up and standardize your business listings across major platforms, ensuring your brand is visible, accurate, and accessible.

Your logo is the face of your business, and we make sure it’s memorable. We design logos that reflect your brand’s personality and create instant recognition.

Consistency builds trust. We create detailed brand guidelines that define your colors, typography, tone, and overall identity—ensuring everything stays cohesive across all platforms.

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