Professional Package
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SERVICE OVERVIEW
Professional Package Overview (Operational Excellence)
Service Duration Options:
- Standard: 18 months
- Short-Term: 12 months or 6 months (accelerated)
Included Services:
- Multi-Year Business Strategy
- SOP Development for Operations, Marketing, and HR
- KPI Dashboard Setup (5-6 KPIs)
- Monthly Financial Reviews
- Quarterly Strategy Reviews
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Initial Consultation (90 mins)
Objective: Establish the foundation for the multi-year business strategy, SOP development, and KPI dashboard setup. This consultation helps define the client’s goals for operational excellence in all major areas: operations, marketing, HR, and financial strategy.
Success Criteria: A clear, strategic direction for the business and a foundation for the multi-year strategy and SOP development.
Monthly Call (90 mins each)
Objective: Provide ongoing support and review progress on the multi-year business strategy, SOP implementation, and KPI performance. Each call will ensure alignment with goals and address any challenges in real-time.
Success Criteria: The business remains on track with clear progress in strategy, SOPs, and KPI performance, with timely adjustments made to tackle any challenges.
Monthly Financial Reviews (90 mins each)
Objective: Conduct a thorough review of the business’s financial performance every month, focusing on cash flow, profitability, and budget alignment with the strategic goals.
Success Criteria: Financial health is continuously monitored, and actionable insights are provided to ensure alignment with long-term financial goals.
Quarterly Strategy Reviews (90 mins each)
Objective: Assess the business’s overall strategy every quarter to ensure that operations, marketing, HR, and financial initiatives align with the long-term business goals.
Success Criteria: The business’s strategy remains aligned with long-term goals, and necessary adjustments are made quarterly to maintain momentum toward operational excellence.
Mid-Project Review Sessions (90 mins each)
Objective: Provide a thorough assessment of progress halfway through the engagement, ensuring that the multi-year strategy, SOP development, and KPI tracking are progressing as planned.
Success Criteria: The business is on track with clear adjustments made for the second half of the engagement to ensure continued progress and alignment with the business goals.
Short-Term Options
6-Month Plan
Condensed Delivery of Business Strategy and SOPs:
The development and implementation of the business strategy and SOPs will be accelerated to fit within the first 3 months of the engagement.
Monthly financial and strategic reviews will remain a priority to ensure rapid feedback and adjustments.
Expanded Time Frame Summary for Touchpoints
18-Month Plan:
Initial Consultation (90 mins)
Conducted within the first 2 weeks.
Monthly Call (90 mins each)
18 calls, one per month.
Monthly Financial Reviews (90 mins each)
18 reviews, one per month.
Quarterly Strategy Reviews (90 mins each)
6 reviews, one per quarter.
Mid-Project Reviews (90 mins each)
2 reviews, conducted at 9 months and 12 months.
12-Month Plan:
Initial Consultation (90 mins)
Conducted within the first 1-2 weeks.
Monthly Call (90 mins each)
12 calls, one per month.
Monthly Financial Reviews (90 mins each)
12 reviews, one per month.
Quarterly Strategy Reviews (90 mins each)
4 reviews, one per quarter.
Mid-Project Review (90 mins)
Conducted at the 6-month mark.
6-Month Plan (Accelerated):
Initial Consultation (90 mins)
Conducted within the first week.
Monthly Call (90 mins each)
6 calls, one per month.
Monthly Financial Reviews (90 mins each)
6 reviews, one per month.
Quarterly Strategy Reviews (90 mins each)
2 reviews, conducted at 3 months and 6 months.
Mid-Project Reviews (90 mins each)
Conducted at the 3-month mark.
Founder of Tech Startups, Inc
“Augustin Insights played a key role in laying the foundation for our startup's success. Their clear, strategic guidance helped us streamline our processes and set up vital financial systems. Within six months, we saw a 50% increase in revenue!”
COO at Apex Solutions
“We needed to scale our operations, and the Professional Operational Excellence Package delivered beyond our expectations. Thanks to their advanced financial planning and SOP development, we’ve improved our efficiency by 40% and can now handle twice the workload seamlessly.”
CEO of Visionary Enterprises
“The Premium Package completely transformed our business! From automated workflows to financial modeling, every detail was meticulously handled. Our revenue has increased by 70%, and we’ve never been more efficient.”
Owner of Bright Horizons Consulting
“With the Business Management Package, we no longer have to worry about day-to-day operations. Augustin Insights keeps our financials on track, monitors performance, and ensures everything runs smoothly. This has freed up my time to focus on growth and strategy.”
TESTIMONIALS
What Our Clients Says
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