Free Discovery Meeting
We will discuss your frustrations, needs, wish-list and offer our suggestions of how we can help meet your goals.
Workflow // Process Meetings
Why
We will learn about your firm, discuss your processes and make a game plan together. This is where we develop a process to automate.
✓ No charge with contract
✓ 90-minutes
Basic
We will show you the basics of how to navigate and use the basic features of Actionstep. This training is for your entire team to be on the same page.
✓ No charge with contract
✓ 60-minutes
Master
We will train you on how to utilize the Workflow that we customized in your Actionstep. This meeting is for your entire company.
✓ No charge with contract
✓ 90-minutes
Coaching
This is to show you how to audit your team’s progress, manage your data and ensure that your processes are being followed.
✓ No charge with contract
✓ 60-minutes
Additional Trainings
Billing
We will train you how to invoice, manage Trust Accounts and receive payments in Actionstep. This is available with a Billing Package in your contract.
✓ No charge with contract
✓ 60-minutes
Marketing
We will train you how to how to use the Marketing features in Actionstep.
✓ No charge with contract
✓ 60-minutes
General
Let’s Chat
This is an “all-encompassing” meeting, set by your agenda, of what you want to talk about.
✓ No charge with contract
✓ 30-minutes
Logistics (CSC)
We will learn about your firm, discuss your processes, chat about your technology and make a game plan together for a successful transition to us helping you with our Professional Outsourced Client Services program.
✓ No charge with contract
✓ 60-minutes