Guide

Coaching

Our sliding scale, on-demand coaching program is designed to meet you where you are, for as long as you need, at a price that makes sense for you. There’s something about a 30 minute call that can be really powerful, so whatever you might need to workshop; we’re here to help you through it. We offer these sessions weekly for all OSCs. Book your session below and we’ll send you a checkout page prior to your session. You pay what you think is fair and more importantly, what fits in your budget

$30-$60 suggested

Session Topics

CRM Segmentation
Email Template Set Up
Onboarding a new Sales Person
Goal Planning
...the list goes on

Book Your Next Session

Assessment

Sometimes we need a little direction to figure out what’s not working. A fresh pair of eyes whose focus are on the customer experience will often see what we can’t. Assessment is always the first step in our process to determining what’s needed. Each of our assessments come with a full analysis and one review session.

Starting from $375/service type

Assessment Types

Secret Shop
CRM Review
Sales Tools
Phone System
Chat System
Appointment Booking/Calendar System

Request an Assessment

Residency

Running and managing an OSC program as well as keeping up the maintenance and technical side of all of your sales tools is a big ask. Our residency programs offer both in a holistic approach. The OSC is the center of your digital sales process, let’s make sure we keep it running the way it needs to. Residencies include fractional team management and technical support hours.

from $750/month

Residency Deliverables

OSC Fractional Management Hours
Technical Operations Hours
Monthly Reporting
Annual Program Review
Rollover Hours (based on package)
A la carte services available upon request

Start Your Residency

Do I have to sign an annual contract for these services?

Nope. We recognize that sometimes you just need outside feedback. We've designed all of our services as a la carte - based on where you're at right now.

What if I'm not an OSC, can I still work with you?

We often start our relationship with managers, owners, and sales leaders. While we take the lense of the OSC as our starting point, our approach to the sales funnel benefits all departments. We work with trades and anyone who offers services directly to their customers.

How much time do I need to set aside?

We have ask that you put skin in the game when working with us. Our program terms and conditions are here for you to review: Program Terms and Conditions.

What's important to note? We get that real life happens, so we've created clauses that respect everyone's time.

What if I don't agree with what you present?

Oof. This never feels good. We do have a pretty easy-in, easy-out policy. But more than that we want to be sure you're happy with what you're paying for. Of course we're going to make things right.

Our goal is to guide you to the right decision for your business, not make it for you.

Getting where you want to go needs a strategic plan.

We help you discover and follow yours.